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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KCP
1801
Kera Capital Partners
California
$6.2M +$391K +1,534 +8%
OFS
1802
OneAscent Financial Services
Alabama
$6.19M +$310K +1,216 +6%
SFA
1803
Souders Financial Advisors
Ohio
$6.18M -$351K -1,374 -6%
MCM
1804
Marathon Capital Management
Maryland
$6.17M -$102K -400 -2%
VIM
1805
Vista Investment Management
Pennsylvania
$6.17M -$32.9K -129 -0.6%
GCM
1806
Gables Capital Management
Florida
$6.16M -$246K -963 -4%
CT
1807
Coastline Trust
Rhode Island
$6.15M -$65.3K -256 -1%
WIM
1808
Wittenberg Investment Management
Massachusetts
$6.15M -$179K -700 -3%
MSE
1809
MUFG Securities EMEA
United Kingdom
$6.15M +$2.1M +8,213 +63%
CLA
1810
Carnegie Lake Advisors
New Jersey
$6.14M -$71.7K -281 -1%
FWM
1811
Finer Wealth Management
Massachusetts
$6.13M +$91.1K +357 +2%
WAM
1812
Wakefield Asset Management
Colorado
$6.12M -$87.8K -344 -2%
FPF
1813
First Pacific Financial
Washington
$6.12M +$4.53M +17,755 +530%
SAM
1814
Sycomore Asset Management
France
$6.12M – – –
TLP
1815
Trinity Legacy Partners
Texas
$6.11M +$33.4K +131 +0.6%
PP
1816
Pacifica Partners
Canada
$6.11M -$84K -329 -2%
MG
1817
Mather Group
Illinois
$6.09M +$20.2K +79 +0.4%
AA
1818
Armis Advisers
Georgia
$6.09M +$554K +2,169 +11%
DMKJ
1819
David M. Knott Jr
$6.08M – – –
FCM
1820
Fire Capital Management
California
$6.08M +$8.17K +32 +0.2%
PWM
1821
Pines Wealth Management
North Carolina
$6.08M +$116K +454 +2%
EWM
1822
EPG Wealth Management
Georgia
$6.07M -$642K -2,515 -11%
TSMHT
1823
Thurston Springer Miller Herd & Titak
Indiana
$6.07M -$1.18M -4,635 -18%
COI
1824
Connable Office Inc
Michigan
$6.06M -$218K -855 -4%
HA
1825
Hamel Associates
New Jersey
$6.06M -$287K -1,125 -5%
71 72
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