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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TRIM
2201
Thompson Rubinstein Investment Management
Oregon
$507K – – –
SAM
2202
SignalPoint Asset Management
Missouri
$507K +$13.1K +127 +3%
KCP
2203
Kenmare Capital Partners
New York
$506K – – –
KTA
2204
Keeley-Teton Advisors
Illinois
$505K – – –
AWE
2205
Avidian Wealth Enterprises
Texas
$504K +$927 +9 +0.2%
OFW
2206
Omnia Family Wealth
Florida
$504K +$1.44K +14 +0.3%
BIA
2207
BHK Investment Advisors
Alabama
$504K +$65.4K +635 +15%
FC
2208
Financial Consulate
Maryland
$503K -$23.1K -224 -4%
FRA
2209
Front Row Advisors
California
$502K -$1.75K -17 -0.3%
WDA
2210
Wendell David Associates
New Hampshire
$502K +$2.99K +29 +0.6%
BFG
2211
Bouchey Financial Group
New York
$493K – – –
FM
2212
Family Management
New York
$491K +$90.1K +875 +22%
CF
2213
Copperwynd Financial
Arizona
$490K -$105K -1,019 -17%
FIG
2214
FundX Investment Group
California
$488K – – –
OAM
2215
Oberweis Asset Management
Illinois
$487K +$515 +5 +0.1%
PFA
2216
Pathway Financial Advisors
Vermont
$478K – – –
WFI
2217
West Family Investments
California
$477K – – –
IC
2218
Inscription Capital
Texas
$473K +$37.7K +366 +9%
MWM
2219
Modera Wealth Management
New Jersey
$471K -$58.7K -570 -11%
RPG
2220
Resource Planning Group
Georgia
$470K +$103 +1 +0%
FAM
2221
Flaharty Asset Management
Florida
$467K +$112K +1,085 +31%
MWVC
2222
Morgens Waterfall Vintiadis & Co
New York
$463K – – –
HCM
2223
Hutchinson Capital Management
California
$461K – – –
SDAM
2224
Shulman DeMeo Asset Management
New York
$461K +$28.9K +281 +7%
EIA
2225
Edgemoor Investment Advisors
Maryland
$460K +$46.3K +449 +11%
87 88
89
90 91