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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
2201
Orca Investment Management
Oregon
$1.47M -$138K -883 -9%
CVM
2202
Cheviot Value Management
California
$1.47M -$1.57K -10 -0.1%
HFAS
2203
Hummer Financial Advisory Services
Illinois
$1.47M – – –
TF
2204
TLWM Financial
Texas
$1.47M +$71.5K +456 +5%
HBT
2205
Heartland Bank & Trust
Illinois
$1.46M -$573K -3,654 -29%
RHP
2206
Royal Harbor Partners
Texas
$1.46M -$353K -2,254 -20%
PA
2207
PSI Advisors
Florida
$1.45M +$205K +1,307 +17%
CA
2208
CapWealth Advisors
Tennessee
$1.45M -$225K -1,437 -14%
ACM
2209
Ayrshire Capital Management
Connecticut
$1.44M +$8.31K +53 +0.6%
RP
2210
Rowlandmiller & Partners
Georgia
$1.44M -$743K -4,738 -24%
DAM
2211
Derbend Asset Management
Georgia
$1.44M -$91.1K -581 -6%
CCB
2212
Cutter & Co Brokerage
Missouri
$1.43M +$104K +661 +8%
WA
2213
Waddell & Associates
Tennessee
$1.43M +$152K +972 +13%
CCM
2214
Community Capital Management
Florida
$1.42M -$392K -2,500 -22%
CI
2215
CAZ Investments
Texas
$1.42M – – –
CG
2216
Clarus Group
Texas
$1.42M +$157 +1 +0%
PWM
2217
Prentice Wealth Management
New York
$1.42M +$12.2K +78 +0.9%
SM
2218
Salzhauer Michael
$1.42M – – –
COCM
2219
Charter Oak Capital Management
New Hampshire
$1.42M +$36.2K +231 +3%
TCMP
2220
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.41M +$194K +1,240 +17%
DWM
2221
Defined Wealth Management
Oregon
$1.41M +$7.37K +47 +0.6%
OBGC
2222
O'Brien Greene & Co
Pennsylvania
$1.39M – – –
KI
2223
Kapitalo Investimentos
Brazil
$1.39M +$1.33M +8,500 New
SHWM
2224
Silicon Hills Wealth Management
Texas
$1.39M +$10.8K +69 +0.8%
DAC
2225
Dividend Assets Capital
South Carolina
$1.39M +$133K +850 +11%
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89
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