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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PIMG
2251
Patriot Investment Management Group
Tennessee
$623K -$28.4K -299 -4%
BDF
2252
Black Diamond Financial
Maryland
$623K -$21.3K -225 -3%
TIA
2253
Traphagen Investment Advisors
New Jersey
$623K +$36.8K +388 +6%
CSWG
2254
Cardinal Strategic Wealth Guidance
Kentucky
$622K +$38K +400 +6%
TCPWM
2255
Traverso Chambers Private Wealth Management
California
$618K +$39.9K +421 +7%
MJRIC
2256
Mogy Joel R Investment Counsel
California
$617K – – –
VCM
2257
Vision Capital Management
Oregon
$616K -$4.55K -48 -0.7%
PCM
2258
Perritt Capital Management
Illinois
$615K -$34K -358 -5%
PFO
2259
Pathstone Family Office
New Jersey
$615K +$93.8K +989 +18%
GIM
2260
Groesbeck Investment Management
New Jersey
$612K -$11.2K -118 -2%
SP
2261
Successful Portfolios
Florida
$612K +$36.8K +388 +6%
CCM
2262
Carlson Capital Management
Minnesota
$611K +$278K +2,929 +86%
RW
2263
REDW Wealth
New Mexico
$609K +$7.59K +80 +1%
SL
2264
Stevard LLC
Illinois
$608K +$119K +1,259 +24%
PFA
2265
Pathway Financial Advisors
Vermont
$606K -$121K -1,277 -17%
MG
2266
Mather Group
Illinois
$606K +$108K +1,138 +21%
PA
2267
PSI Advisors
Florida
$606K +$244K +2,575 +67%
UH
2268
Unigestion Holding
Switzerland
$600K -$546K -5,751 -47%
MFP
2269
Meridian Financial Partners
Virginia
$598K +$28.3K +298 +5%
HIM
2270
Hotaling Investment Management
Pennsylvania
$598K +$214K +2,251 +55%
REMPR
2271
Roof Eidam Maycock Peralta (REMP)
California
$594K +$14.1K +149 +2%
EWM
2272
Executive Wealth Management
Michigan
$592K +$16.8K +177 +3%
TLP
2273
Trinity Legacy Partners
Texas
$592K +$591K +6,229 New
SIM
2274
Sadoff Investment Management
Wisconsin
$591K -$14.2K -150 -2%
LB
2275
Legacy Bridge
Iowa
$591K -$9.77K -103 -2%
89 90
91
92 93