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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
2226
Hutchinson Capital Management
California
$444K +$485K +4,550 New
GCM
2227
Gator Capital Management
Florida
$443K +$484K +4,540 New
APSI
2228
Asset Planning Services Inc
Louisiana
$442K – – –
SFM
2229
Signet Financial Management
New Jersey
$441K -$62.5K -587 -12%
MC
2230
Miles Capital
Iowa
$441K -$52K -488 -10%
SIM
2231
Sterling Investment Management
Arizona
$441K – – –
PEA
2232
Pacific Edge Advisors
California
$440K -$27.2K -255 -5%
SNBOSD
2233
Security National Bank of So Dak
Iowa
$439K -$6.82K -64 -1%
CAM
2234
Concorde Asset Management
Michigan
$437K -$196K -1,842 -29%
RIS
2235
Retirement Income Solutions
Michigan
$436K -$3.84K -36 -0.8%
EA
2236
Elm Advisors
California
$436K – – –
FSC
2237
Full Sail Capital
Oklahoma
$436K +$476K +4,468 New
CCM
2238
Cribstone Capital Management
Maine
$434K -$15.2K -143 -3%
ACA
2239
Ackerman Capital Advisors
Texas
$432K +$471K +4,424 New
LI
2240
LVZ Inc
Michigan
$430K +$213 +2 +0%
NWS
2241
Newport Wealth Strategies
California
$429K -$214K -2,009 -32%
MFGP
2242
Marshall Financial Group (Pennsylvania)
Pennsylvania
$428K +$467K +4,382 New
WANY
2243
Wealthspire Advisors (New York)
New York
$427K +$465K +4,369 New
MPW
2244
MA Private Wealth
California
$426K +$465K +4,369 New
BIA
2245
BHK Investment Advisors
Alabama
$424K +$18.3K +172 +4%
AIM
2246
Allen Investment Management
New York
$424K +$38.7K +363 +9%
CA
2247
Continuum Advisory
Idaho
$423K +$14.2K +133 +3%
GTAM
2248
Global Trust Asset Management
Florida
$421K +$426K +4,000 +1,282%
IC
2249
Inscription Capital
Texas
$420K +$459K +4,304 New
RSVP
2250
Ramsay Stattman Vela & Price
Colorado
$418K – – –
88 89
90
91 92