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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
2301
CreativeOne Wealth
Kansas
$461K -$27.3K -225 -4%
RICHC
2302
Renaissance Investment Consultants Holding Company
Pennsylvania
$461K +$31.1K +256 +5%
CHP
2303
Cable Hill Partners
Oregon
$461K +$232K +1,909 +60%
DIA
2304
Dean Investment Associates
Ohio
$461K +$622K +5,119 New
BCM
2305
Brown Capital Management
Maryland
$459K -$159K -1,308 -20%
FLII
2306
First Long Island Investors
New York
$457K -$60.7K -500 -9%
WIC
2307
Wilkins Investment Counsel
Massachusetts
$457K -$12.1K -100 -2%
GG
2308
GenWealth Group
New Jersey
$457K – – –
PCM
2309
Princeton Capital Management
New Jersey
$457K +$158K +1,299 +35%
AAM
2310
Ascension Asset Management
New York
$455K – – –
FC
2311
Financial Consulate
Maryland
$454K +$121 +1 +0%
SFA
2312
Stewardship Financial Advisors
Georgia
$453K -$144K -1,184 -19%
PWM
2313
Paulson Wealth Management
Illinois
$452K -$35.4K -291 -6%
VA
2314
Valmark Advisers
Ohio
$451K -$16K -132 -3%
NWA
2315
New World Advisors
Massachusetts
$451K – – –
TWP
2316
Tempus Wealth Planning
California
$451K +$60.7K +500 +11%
RPWA
2317
Regent Peak Wealth Advisors
Georgia
$450K -$151K -1,243 -20%
PAWC
2318
P.A.W. Capital
Connecticut
$450K -$60.7K -500 -9%
TIM
2319
Tortoise Investment Management
New York
$450K -$27.3K -225 -4%
DA
2320
DCF Advisers
Connecticut
$450K +$607K +5,000 New
SC
2321
Spindletop Capital
New York
$450K +$607K +5,000 New
WQ
2322
Wealth Quarterback
New Jersey
$450K -$4.23M -34,816 -87%
MCM
2323
McRae Capital Management
New Jersey
$446K +$346K +2,850 +136%
LC
2324
Landaas & Company
Wisconsin
$445K +$329K +2,704 +128%
EA
2325
Emerald Advisers
Pennsylvania
$442K +$13.1K +108 +2%
91 92
93
94 95