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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
1851
JNBA Financial Advisors
Minnesota
$1.06M +$801K +7,519 +226%
HCM
1852
Harvey Capital Management
Florida
$1.06M +$942K +8,845 +442%
WAP
1853
Wealthcare Advisory Partners
Pennsylvania
$1.06M -$8.84K -83 -0.8%
SG
1854
StoneX Group
New York
$1.06M +$80.8K +758 +8%
SCA
1855
Sippican Capital Advisors
Massachusetts
$1.05M +$266K +2,500 +30%
TAM
1856
Trillium Asset Management
Massachusetts
$1.05M +$66.4K +623 +6%
SWA
1857
SFMG Wealth Advisors
Texas
$1.04M +$108K +1,012 +10%
TNAM
1858
Terra Nova Asset Management
New York
$1.04M -$523K -4,912 -32%
EM
1859
ELCO Management
New York
$1.04M -$66.6K -625 -6%
HK
1860
Horizon Kinetics
New York
$1.04M +$97.4K +914 +9%
FNBOSM
1861
First National Bank of South Miami
Florida
$1.04M +$1.07M +10,008 New
CAC
1862
Certified Advisory Corp
Florida
$1.03M -$121K -1,134 -10%
CAAS
1863
Capital Asset Advisory Services
Michigan
$1.03M -$37.9K -356 -3%
MPPLM
1864
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.03M -$25.5K -239 -2%
RB
1865
Rodgers Brothers
Pennsylvania
$1.03M +$450K +4,225 +67%
PWAG
1866
Polaris Wealth Advisory Group
California
$1.03M -$26.7M -250,244 -96%
FNBTCON
1867
First National Bank & Trust Co of Newtown
Pennsylvania
$1.02M -$129K -1,212 -10%
AFP
1868
Ausdal Financial Partners
Iowa
$1.02M -$219K -2,054 -16%
QI
1869
Qtron Investments
Massachusetts
$1.02M +$1.11M +10,406 New
BIA
1870
Bigelow Investment Advisors
Maine
$1.01M -$21.3K -200 -2%
OFS
1871
Orrstown Financial Services
Pennsylvania
$1.01M -$4.05K -38 -0.4%
AFA
1872
Abacus FCF Advisors
Florida
$1.01M +$1.1M +10,363 New
GFS
1873
GYL Financial Synergies
Connecticut
$1.01M +$1.1M +10,356 New
LJHT
1874
Laurie J. Hall Trustee
$1.01M – – –
JA
1875
JOYN Advisors
Georgia
$1M -$77K -723 -7%
73 74
75
76 77