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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2751
Column Capital Advisors
Indiana
$378K -$263K -2,356 -44%
LRIA
2752
Leonard Rickey Investment Advisors
Washington
$377K -$4.25K -38 -1%
AWP
2753
Abacus Wealth Partners
California
$377K +$331K +2,964 New
PEA
2754
Pacific Edge Advisors
California
$375K – – –
CWM
2755
Cranbrook Wealth Management
Michigan
$375K +$12.2K +109 +4%
MAG
2756
Mayfair Advisory Group
Alabama
$374K +$7.71K +69 +2%
EWA
2757
Evolution Wealth Advisors
Florida
$373K -$109K -979 -25%
AIS
2758
American Investment Services
Massachusetts
$373K – – –
MA
2759
Mosaic Advisors
Texas
$373K +$328K +2,934 New
APC
2760
Aspire Private Capital
North Carolina
$372K +$1.01K +9 +0.3%
SIS
2761
Sound Income Strategies
Florida
$372K +$150K +1,339 +84%
NPPM
2762
North Point Portfolio Managers
Ohio
$369K +$33.5K +300 +12%
LGA
2763
Lebenthal Global Advisors
New York
$369K +$325K +2,905 New
TS
2764
Tamar Securities
California
$368K +$9.95K +89 +3%
RGC
2765
Roberts, Glore & Co
Illinois
$367K +$10.1K +90 +3%
DA
2766
Detalus Advisors
Missouri
$365K -$3.69K -33 -1%
AMCA
2767
Arthur M. Cohen & Associates
Illinois
$365K +$20.7K +185 +7%
VC
2768
Veery Capital
Delaware
$365K +$321K +2,874 New
FSG
2769
Financial Strategies Group
Michigan
$365K +$321K +2,876 New
PWS
2770
Paragon Wealth Strategies
Florida
$364K +$321K +2,868 New
OFA
2771
Oak Family Advisors
Illinois
$361K +$317K +2,840 New
HWM
2772
Howard Wealth Management
Connecticut
$359K -$24.4K -218 -7%
HWA
2773
Heartwood Wealth Advisors
Virginia
$359K – – –
AW
2774
Avion Wealth
Texas
$359K +$894 +8 +0.3%
FA
2775
Fortis Advisors
Pennsylvania
$359K +$10.1K +90 +3%
109 110
111
112 113