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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
2626
LVZ Inc
Michigan
$641K – – –
RWA
2627
Redhawk Wealth Advisors
Minnesota
$641K +$260K +1,810 +75%
HI
2628
Harrington Investments
California
$640K -$8.63K -60 -1%
EIA
2629
Edgemoor Investment Advisors
Maryland
$640K +$5.32K +37 +0.9%
SAM
2630
Summit Asset Management
Tennessee
$640K +$102K +711 +20%
MPW
2631
Monterey Private Wealth
California
$637K -$15.4K -107 -2%
BCP
2632
Berkeley Capital Partners
Georgia
$637K +$25.5K +177 +4%
MFW
2633
Mosaic Family Wealth
Missouri
$637K +$48.9K +340 +9%
AO
2634
Advisor OS
Illinois
$630K -$635K -4,414 -52%
CP
2635
Capital Planning
Washington
$630K – – –
CPC
2636
Consolidated Planning Corp
Georgia
$629K -$27.8K -193 -4%
FCIM
2637
Fairview Capital Investment Management
California
$627K -$54.8K -381 -8%
MAM
2638
Mark Asset Management
New York
$627K -$1.87K -13 -0.3%
FC
2639
FCA Corp
Texas
$627K – – –
SICM
2640
Sustainable Insight Capital Management
New York
$626K -$228K -1,586 -28%
BC
2641
Bridgefront Capital
Texas
$625K -$1.62M -11,226 -73%
PC
2642
Permit Capital
Pennsylvania
$623K – – –
BWM
2643
Bulltick Wealth Management
Florida
$623K -$2.73M -19,009 -82%
DWP
2644
Destiny Wealth Partners
Florida
$622K +$7.77K +54 +1%
NWS
2645
Newport Wealth Strategies
California
$621K -$35.8K -249 -6%
TI
2646
Truehand Inc
New Hampshire
$619K – – –
DW
2647
Domani Wealth
Pennsylvania
$618K +$88.2K +613 +18%
LSA
2648
Leonteq Securities AG
Switzerland
$617K -$11.7M -81,389 -95%
SEP
2649
Southland Equity Partners
Missouri
$616K +$1.73K +12 +0.3%
HWA
2650
Hillcrest Wealth Advisors
New Jersey
$612K – – –
104 105
106
107 108