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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
JHCP
2176
Jackson Hole Capital Partners
Oklahoma
$583K +$207K +1,875 +56%
MIC
2177
Meridian Investment Counsel
California
$582K +$2.21K +20 +0.4%
HCM
2178
Hutchinson Capital Management
California
$582K +$72.1K +654 +14%
HCM
2179
Horiko Capital Management
New York
$581K – – –
TIM
2180
Tortoise Investment Management
New York
$581K – – –
NFG
2181
Nadler Financial Group
Illinois
$581K +$772 +7 +0.1%
SFA
2182
Stewardship Financial Advisors
Georgia
$581K +$573K +5,194 New
DI
2183
DFPG Investments
Utah
$578K -$274K -2,483 -33%
GG
2184
GenWealth Group
New Jersey
$578K +$1.65K +15 +0.3%
NFP
2185
Narus Financial Partners
Utah
$576K +$568K +5,156 New
FPCP
2186
Fort Point Capital Partners
California
$575K -$27.6K -250 -5%
EWF
2187
Epstein & White Financial
California
$575K +$575K +5,218 New
CCM
2188
Cribstone Capital Management
Maine
$574K +$83.1K +754 +17%
KWA
2189
KCS Wealth Advisory
California
$572K +$3.97K +36 +0.7%
FM
2190
Family Management
New York
$566K +$23K +209 +4%
ACM
2191
Ategra Capital Management
Virginia
$563K -$11K -100 -2%
SP
2192
Successful Portfolios
Florida
$563K -$3.09K -28 -0.6%
JLBC
2193
J.L. Bainbridge & Co
Florida
$561K -$82.4K -747 -13%
KCP
2194
Kenmare Capital Partners
New York
$559K – – –
KTA
2195
Keeley-Teton Advisors
Illinois
$558K – – –
AWE
2196
Avidian Wealth Enterprises
Texas
$557K +$882 +8 +0.2%
FWP
2197
FAS Wealth Partners
Kansas
$557K +$87.2K +791 +19%
OFW
2198
Omnia Family Wealth
Florida
$555K -$1.54K -14 -0.3%
CF
2199
Copperwynd Financial
Arizona
$554K +$12.2K +111 +2%
BFG
2200
Bouchey Financial Group
New York
$545K – – –
86 87
88
89 90