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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFC
2226
Phocas Financial Corp
California
$1.05M -$11.2K -100 -1%
ACM
2227
Ayrshire Capital Management
Connecticut
$1.05M +$16K +143 +2%
COCM
2228
Charter Oak Capital Management
New Hampshire
$1.05M +$925K +8,272 New
SMA
2229
Sage Mountain Advisors
Georgia
$1.05M +$923K +8,256 New
KTA
2230
Keeley-Teton Advisors
Illinois
$1.04M -$36.1K -323 -4%
SAI
2231
Systematic Alpha Investments
New Jersey
$1.04M +$917K +8,200 New
LWA
2232
Lineweaver Wealth Advisors
Ohio
$1.04M +$20.7K +185 +2%
WA
2233
Waverly Advisors
Alabama
$1.04M +$46.8K +419 +6%
RB
2234
Renasant Bank
Mississippi
$1.03M +$909K +8,129 New
AP
2235
Atwood & Palmer
Missouri
$1.03M +$11.2K +100 +1%
TF
2236
TLWM Financial
Texas
$1.03M +$242K +2,164 +36%
RG
2237
Renaissance Group
Kentucky
$1.02M +$62K +555 +7%
EFG
2238
Everhart Financial Group
Ohio
$1.02M +$899K +8,042 New
PRWA
2239
Platte River Wealth Advisors
Colorado
$1.02M -$180K -1,613 -18%
BOS
2240
Bingham Osborn & Scarborough
California
$1.02M -$1.08M -9,650 -55%
PAM
2241
Premier Asset Management
Illinois
$1.02M +$403K +3,605 +82%
GCM
2242
GoodHaven Capital Management
New Jersey
$1.02M – – –
GPA
2243
Garrison Point Advisors
California
$1.02M +$22.4K +200 +3%
SFWA
2244
Summit Financial Wealth Advisors
Louisiana
$1.01M +$138K +1,238 +13%
WGA
2245
Weather Gauge Advisory
Virginia
$1.01M +$13K +116 +1%
CIA
2246
CSat Investment Advisory
Michigan
$1M -$107K -957 -11%
PWMG
2247
Prestige Wealth Management Group
New Jersey
$1M -$175K -1,564 -17%
DAM
2248
Doheny Asset Management
California
$1M -$30.7K -275 -3%
MFG
2249
Menard Financial Group
Texas
$997K -$28.4K -254 -3%
IIM
2250
Ironwood Investment Management
Massachusetts
$997K – – –
88 89
90
91 92