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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
2476
Evolution Wealth Advisors
Florida
$453K +$2.95K +23 +0.7%
MTIM
2477
Marathon Trading Investment Management
Pennsylvania
$453K +$417K +3,250 New
NWA
2478
New World Advisors
Massachusetts
$451K +$1.03K +8 +0.2%
CP
2479
Camelot Portfolios
Ohio
$449K +$770 +6 +0.2%
VFPI
2480
Vantage Financial Partners (Illinois)
Illinois
$449K +$25.7K +200 +7%
OWA
2481
Outlook Wealth Advisors
Texas
$448K -$2.95K -23 -0.7%
FP
2482
Financial Perspectives
Minnesota
$447K +$411K +3,208 New
CHP
2483
Cable Hill Partners
Oregon
$447K -$1.41K -11 -0.3%
EA
2484
Emerald Advisors
Washington
$446K +$434K +3,381 New
RSWM
2485
Robertson Stephens Wealth Management
California
$444K -$434K -3,383 -51%
ACM
2486
AUA Capital Management
Pennsylvania
$443K -$83.1K -648 -17%
PEA
2487
Pacific Edge Advisors
California
$443K +$25K +195 +7%
SWG
2488
Summit Wealth Group
Vermont
$442K +$406K +3,168 New
BCB
2489
Brian C. Broderick
$440K +$25.7K +200 +7%
CCM
2490
Crabel Capital Management
California
$440K +$405K +3,158 New
SAG
2491
Spotlight Asset Group
Illinois
$439K +$548K +4,269 New
HWA
2492
Hilltop Wealth Advisors
North Carolina
$438K +$403K +3,139 New
GGI
2493
Godsey & Gibb Inc
Virginia
$437K +$32.2K +251 +9%
TI
2494
Truepoint Inc
Ohio
$435K – – –
PCMC
2495
Private Capital Management (Colorado)
Colorado
$433K – – –
FA
2496
Forefront Analytics
Pennsylvania
$433K +$3.98K +31 +1%
JC
2497
Jentner Corp
Ohio
$432K -$47.1K -367 -11%
NEPPG
2498
New England Professional Planning Group
Rhode Island
$432K +$397K +3,097 New
MCM
2499
Marathon Capital Management
Maryland
$432K +$398K +3,100 New
VCP
2500
Vista Capital Partners
Oregon
$430K -$74.6K -582 -16%
98 99
100
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