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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
UWPG
2626
Ullmann Wealth Partners Group
Florida
$655K +$3.92K +25 +0.6%
CWP
2627
Curated Wealth Partners
California
$653K – – –
SAM
2628
S.A. Mason
Michigan
$652K – – –
NFSG
2629
Newbridge Financial Services Group
Florida
$652K +$34K +217 +6%
ACM
2630
AlphaCrest Capital Management
New York
$651K -$8.96M -57,167 -93%
PCFFS
2631
Pacific Center for Financial Services
California
$651K +$2.51K +16 +0.4%
FA
2632
Financial Advisors
Massachusetts
$649K – – –
NG
2633
Northstar Group
New York
$649K – – –
RCM
2634
Requisite Capital Management
Texas
$649K – – –
JFGLC
2635
Johnson Financial Group LLC (Colorado)
Colorado
$644K -$101K -647 -14%
ACWM
2636
Adams Chetwood Wealth Management
North Carolina
$644K +$10.2K +65 +2%
TSS
2637
Thomas Story & Son
Indiana
$642K – – –
FWM
2638
Filbrandt Wealth Management
Wisconsin
$641K +$3.76K +24 +0.6%
BFG
2639
Berger Financial Group
Minnesota
$641K +$30.7K +196 +5%
MA
2640
Mosaic Advisors
Texas
$639K +$3.76K +24 +0.6%
PCC
2641
Park Circle Company
Maryland
$638K – – –
RHBC
2642
R.H. Bluestein & Co
Michigan
$635K – – –
HWA
2643
Heartwood Wealth Advisors
Virginia
$635K +$14.1K +90 +2%
NIC
2644
Northwest Investment Counselors
Oregon
$633K +$53.9K +344 +10%
WCF
2645
West Coast Financial
California
$633K +$295K +1,883 +95%
ONST
2646
Old North State Trust
North Carolina
$631K – – –
NED
2647
Nancy E. Dempze
$630K – – –
PLFAM
2648
Pineno Levin & Ford Asset Management
Virginia
$627K – – –
CA
2649
Centerpoint Advisors
Massachusetts
$626K +$6.27K +40 +1%
AIA
2650
Angeles Investment Advisors
California
$626K +$600K +3,826 New
104 105
106
107 108