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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
2776
Geller Advisors
New York
$513K -$303K -2,448 -35%
HAS
2777
HBW Advisory Services
California
$513K -$226K -1,824 -29%
EHAM
2778
Eagle Harbor Asset Management
Washington
$513K +$30.4K +245 +6%
NRI
2779
NFP Retirement Inc
California
$512K -$9.04K -73 -2%
MIM
2780
Merrion Investment Management
New Jersey
$512K – – –
RCM
2781
Requisite Capital Management
Texas
$512K +$72K +581 +15%
WCA
2782
Waratah Capital Advisors
Ontario, Canada
$510K +$562K +4,535 New
AWM
2783
Angeles Wealth Management
California
$509K -$15.1K -122 -3%
MWPCG
2784
Measured Wealth Private Client Group
New Hampshire
$509K +$58.5K +472 +12%
QFA
2785
Quantum Financial Advisors
California
$509K +$533K +4,303 New
AWA
2786
Aaron Wealth Advisors
Illinois
$507K +$141K +1,140 +34%
ESCM
2787
Echo Street Capital Management
New York
$507K +$287K +2,318 +106%
GFPC
2788
Global Financial Private Client
Florida
$507K +$145K +1,170 +36%
CCT
2789
Capital City Trust
Florida
$505K +$78.6K +634 +16%
HI
2790
Harper Investing
California
$504K +$99.7K +805 +22%
MFGP
2791
Marshall Financial Group (Pennsylvania)
Pennsylvania
$503K +$2.11K +17 +0.4%
TSWM
2792
Tyler-Stone Wealth Management
Ohio
$502K -$31.2K -252 -5%
CWP
2793
Curated Wealth Partners
California
$502K +$59.3K +479 +12%
FC
2794
Financial Council
Maryland
$501K +$207K +1,670 +60%
SWA
2795
Sax Wealth Advisors
New Jersey
$500K -$5.45K -44 -1%
OFS
2796
OneAscent Financial Services
Alabama
$500K +$551K +4,444 New
SPWG
2797
Sage Private Wealth Group
Illinois
$499K +$61.7K +498 +13%
APC
2798
Aspire Private Capital
North Carolina
$498K +$1.11K +9 +0.2%
PCI
2799
Planning Center Inc
Illinois
$498K +$4.21K +34 +0.8%
PCMC
2800
Paragon Capital Management (Colorado)
Colorado
$498K +$19.6K +158 +4%
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