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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
2576
Engrave Wealth Partners
Texas
$555K +$128K +1,144 +41%
RAM
2577
Riggs Asset Management
Pennsylvania
$555K +$488K +4,365 New
GWSG
2578
GPS Wealth Strategies Group
Colorado
$554K -$47.7K -427 -9%
GIA
2579
Gladstone Institutional Advisory
Florida
$553K -$43.5K -389 -8%
MPW
2580
Monterey Private Wealth
California
$552K -$46.5K -416 -9%
HAFS
2581
Hapanowicz & Associates Financial Services
Pennsylvania
$551K – – –
GSAM
2582
Grant Street Asset Management
Pennsylvania
$550K – – –
CPC
2583
Consolidated Planning Corp
Georgia
$549K +$138K +1,238 +40%
FWM
2584
Foresight Wealth Management
Utah
$549K +$214K +1,911 +79%
TCMP
2585
Thrive Capital Management (Pennsylvania)
Pennsylvania
$548K +$482K +4,313 New
EBSAM
2586
Eubel Brady & Suttman Asset Management
Ohio
$547K -$447 -4 -0.1%
CWP
2587
Concord Wealth Partners
Virginia
$547K +$481K +4,303 New
LCM
2588
LCM Capital Management
Illinois
$547K +$481K +4,305 New
EIA
2589
Eldridge Investment Advisors
New Hampshire
$546K – – –
CA
2590
Crumly & Associates
Illinois
$543K +$203K +1,815 +81%
HI
2591
Harrington Investments
California
$542K – – –
CM
2592
Columbus Macro
Pennsylvania
$541K -$63.6K -569 -12%
HCM
2593
Hutner Capital Management
Vermont
$541K -$782 -7 -0.2%
NVIM
2594
New Vernon Investment Management
Illinois
$540K – – –
SL
2595
Summitry LLC
California
$539K +$3.69K +33 +0.8%
PC
2596
Permit Capital
Pennsylvania
$538K – – –
IFG
2597
Investors Financial Group
Minnesota
$537K +$27.2K +243 +6%
LI
2598
LVZ Inc
Michigan
$535K – – –
VC
2599
Vicus Capital
Pennsylvania
$531K -$53.3K -477 -10%
EIA
2600
Edgemoor Investment Advisors
Maryland
$529K -$10.8K -97 -2%
102 103
104
105 106