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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2801
Aevitas Wealth Management
Massachusetts
$444K -$15.8K -110 -4%
WCM
2802
Washburn Capital Management
Florida
$444K +$420K +2,918 New
TF
2803
Trek Financial
Arizona
$442K -$121K -839 -22%
W
2804
WealthOne
New York
$442K -$12.2K -85 -3%
DTL
2805
Dynamic Technology Lab
Singapore
$442K +$418K +2,905 New
MC
2806
Matisse Capital
Oregon
$441K +$417K +2,901 New
RGC
2807
Roberts, Glore & Co
Illinois
$440K – – –
AFG
2808
Affinia Financial Group
Massachusetts
$439K +$393K +2,730 New
HWM
2809
Howard Wealth Management
Connecticut
$438K +$7.34K +51 +2%
SWP
2810
ShoreHaven Wealth Partners
New Jersey
$437K +$155K +1,074 +60%
PWS
2811
Paragon Wealth Strategies
Florida
$436K -$288 -2 -0.1%
MS
2812
Maven Securities
Jersey
$436K +$411K +2,860 New
IWA
2813
IVC Wealth Advisors
Pennsylvania
$435K +$7.77K +54 +2%
FG
2814
Foster Group
Iowa
$435K +$35K +243 +9%
MGWM
2815
Marks Group Wealth Management
Minnesota
$433K +$19.1K +133 +5%
FA
2816
Fortis Advisors
Pennsylvania
$430K – – –
MAG
2817
Mayfair Advisory Group
Alabama
$429K -$21.3K -148 -5%
CF
2818
Corrigan Financial
Rhode Island
$427K +$288 +2 +0.1%
SG
2819
Strid Group
Pennsylvania
$426K – – –
RC
2820
Rovin Capital
Arizona
$426K +$4.32K +30 +1%
TFA
2821
Tranquilli Financial Advisor
New Jersey
$426K +$403K +2,800 New
PAMP
2822
Polar Asset Management Partners
Ontario, Canada
$425K -$322K -2,238 -44%
APC
2823
Aspire Private Capital
North Carolina
$425K -$19.7K -137 -5%
CICI
2824
Capital Investment Counsel Inc
North Carolina
$424K +$87.8K +610 +28%
TA
2825
Trellis Advisors
Washington
$422K +$2.59K +18 +0.7%
111 112
113
114 115