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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
2326
Insight Wealth Strategies
California
$376K +$13.1K +116 +4%
CCC
2327
Chelsea Counsel Company
California
$375K -$339K -3,000 -48%
TCOO
2328
Trust Company of Oklahoma
Oklahoma
$374K – – –
I2I
2329
Insight 2811 Inc
Illinois
$371K -$51.2K -453 -13%
SFA
2330
Semmax Financial Advisors
North Carolina
$371K +$61.1K +540 +21%
WA
2331
Winfield Associates
Ohio
$370K +$29.4K +260 +9%
SFS
2332
Summit Financial Strategies
Ohio
$369K +$113 +1 +0%
TI
2333
Truepoint Inc
Ohio
$368K -$34K -301 -9%
POIA
2334
Pin Oak Investment Advisors
Texas
$364K -$45.9K -406 -12%
IIA
2335
IPG Investment Advisors
California
$364K -$33.9K -300 -9%
BWCS
2336
Beirne Wealth Consulting Services
Connecticut
$363K – – –
FA
2337
Forefront Analytics
Pennsylvania
$362K -$142K -1,259 -29%
HWA
2338
HHM Wealth Advisors
Tennessee
$362K +$72.3K +639 +26%
SNB
2339
Security National Bank
Nebraska
$361K – – –
HPC
2340
Hobart Private Capital
North Carolina
$360K +$18.8K +166 +6%
LFS
2341
Legacy Financial Strategies
Kansas
$356K +$78.4K +693 +33%
VFPI
2342
Vantage Financial Partners (Illinois)
Illinois
$356K +$56.6K +500 +20%
SIG
2343
Sky Investment Group
Connecticut
$355K +$2.83K +25 +0.8%
PIC
2344
Portland Investment Counsel
Ontario, Canada
$353K -$113K -1,000 -25%
CFC
2345
Coyle Financial Counsel
Illinois
$353K – – –
EP
2346
Elkhorn Partners
Nebraska
$353K – – –
HC
2347
Hourglass Capital
Texas
$353K +$2.26K +20 +0.7%
OKSA
2348
O'Keefe Stevens Advisory
New York
$352K – – –
PEA
2349
Pacific Edge Advisors
California
$351K -$12.8K -113 -4%
SG
2350
Strid Group
Pennsylvania
$350K – – –
92 93
94
95 96