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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2651
WNY Asset Management
New York
$612K +$75.1K +522 +15%
AC
2652
Annandale Capital
Texas
$612K +$578K +4,018 New
SFA
2653
Stewardship Financial Advisors
Georgia
$611K -$143K -993 -20%
RCM
2654
Ratan Capital Management
Florida
$609K -$5.59M -38,848 -91%
EWA
2655
Evolution Wealth Advisors
Florida
$608K +$153K +1,060 +36%
SAM
2656
S.A. Mason
Michigan
$605K – – –
UWPG
2657
Ullmann Wealth Partners Group
Florida
$605K – – –
CFA
2658
Cahill Financial Advisors
Minnesota
$605K +$166K +1,157 +41%
DE
2659
Day & Ennis
Georgia
$604K – – –
FA
2660
Financial Advisors
Massachusetts
$603K -$7.63K -53 -1%
RCM
2661
Requisite Capital Management
Texas
$603K +$79.8K +555 +16%
FBB
2662
Fulton Breakefield Broenniman
Maryland
$602K +$136K +945 +31%
EWP
2663
Engrave Wealth Partners
Texas
$601K -$1.15K -8 -0.2%
MHR
2664
Matthew Hamilton Rosenberg
$600K +$12.8K +89 +2%
PCFFS
2665
Pacific Center for Financial Services
California
$600K +$19.7K +137 +4%
TSS
2666
Thomas Story & Son
Indiana
$597K +$6.04K +42 +1%
MA
2667
Mosaic Advisors
Texas
$597K +$142K +986 +34%
CRCM
2668
Corbett Road Capital Management
Virginia
$596K -$79.1K -550 -12%
NG
2669
Northstar Group
New York
$596K +$43.6K +303 +8%
ISWM
2670
Independent Solutions Wealth Management
New York
$595K +$11.9K +83 +2%
SCM
2671
Stonehearth Capital Management
Massachusetts
$595K +$4.75K +33 +0.9%
PCC
2672
Park Circle Company
Maryland
$594K – – –
CL
2673
CIM LLC
New York
$593K -$19.3K -134 -4%
FWM
2674
Filbrandt Wealth Management
Wisconsin
$592K +$3.74K +26 +0.7%
AIM
2675
Axiom Investment Management
New York
$592K +$67.6K +470 +14%
105 106
107
108 109