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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
UWPG
2651
Ullmann Wealth Partners Group
Florida
$618K – – –
FA
2652
Financial Advisors
Massachusetts
$617K – – –
RCM
2653
Requisite Capital Management
Texas
$617K – – –
AI
2654
Atom Investors
Texas
$617K +$87.2K +555 +16%
HCM
2655
Hutner Capital Management
Vermont
$616K -$46.3K -295 -7%
PCFFS
2656
Pacific Center for Financial Services
California
$616K +$3.3K +21 +0.5%
NG
2657
Northstar Group
New York
$616K +$7.85K +50 +1%
DE
2658
Day & Ennis
Georgia
$614K -$2.98K -19 -0.5%
BWLSA
2659
Blue Water Life Science Advisors
California
$613K +$1.88M +12,000 +681%
CFA
2660
Cahill Financial Advisors
Minnesota
$612K -$5.5K -35 -0.9%
TSS
2661
Thomas Story & Son
Indiana
$610K – – –
FI
2662
Fosun International
China
$610K +$101K +640 +19%
SICM
2663
Sustainable Insight Capital Management
New York
$608K -$32.2K -205 -5%
SSA
2664
South Street Advisors
New York
$608K +$31.4K +200 +5%
PCC
2665
Park Circle Company
Maryland
$607K – – –
PWS
2666
Private Wealth Strategies
Ohio
$607K +$102K +650 +20%
FWM
2667
Filbrandt Wealth Management
Wisconsin
$605K -$157 -1 -0%
BAM
2668
Beaumont Asset Management
Texas
$605K +$27.3K +174 +5%
RHBC
2669
R.H. Bluestein & Co
Michigan
$603K -$314K -2,000 -34%
MA
2670
Mosaic Advisors
Texas
$603K -$6.28K -40 -1%
ACWM
2671
Adams Chetwood Wealth Management
North Carolina
$602K +$10.5K +67 +2%
AP
2672
Adero Partners
California
$601K +$121K +768 +25%
ONST
2673
Old North State Trust
North Carolina
$600K – – –
NED
2674
Nancy E. Dempze
$599K +$68.3K +435 +13%
MCM
2675
Marathon Capital Management
Maryland
$597K +$38.3K +244 +7%
105 106
107
108 109