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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2851
WNY Asset Management
New York
$637K +$493 +3 +0.1%
RCM
2852
Ratan Capital Management
Florida
$633K – – –
UWPG
2853
Ullmann Wealth Partners Group
Florida
$633K – – –
VI
2854
Versor Investments
New York
$633K +$657K +4,000 New
AI
2855
Atom Investors
Texas
$632K -$364K -2,219 -36%
SDAM
2856
Shulman DeMeo Asset Management
New York
$632K +$656K +3,993 New
FHC
2857
First Heartland Consultants
Missouri
$631K -$110K -668 -14%
SAM
2858
S.A. Mason
Michigan
$631K – – –
CWP
2859
Curated Wealth Partners
California
$630K -$493 -3 -0.1%
EA
2860
Emerald Advisors
Washington
$629K -$22K -134 -3%
WCF
2861
West Coast Financial
California
$629K +$17.7K +108 +3%
MCA
2862
Morris Capital Advisors
Pennsylvania
$628K -$37.6K -229 -5%
FA
2863
Fermata Advisors
California
$628K -$28.9K -176 -4%
RCM
2864
Requisite Capital Management
Texas
$628K – – –
STAS
2865
Strong Tower Advisory Services
Minnesota
$627K +$13K +79 +2%
NIC
2866
Northwest Investment Counselors
Oregon
$626K +$14.1K +86 +2%
HI
2867
Harrington Investments
California
$624K -$241K -1,465 -27%
TSS
2868
Thomas Story & Son
Indiana
$621K – – –
CCT
2869
Capital City Trust
Florida
$619K +$96.9K +590 +18%
MCM
2870
Marathon Capital Management
Maryland
$618K -$147K -896 -19%
PCC
2871
Park Circle Company
Maryland
$618K – – –
CWA
2872
CJM Wealth Advisers
Virginia
$617K +$640K +3,898 New
SFS
2873
Solitude Financial Services
Virginia
$616K -$30.2K -184 -5%
EWA
2874
Evolution Wealth Advisors
Florida
$616K +$151K +920 +31%
SWM
2875
Silverlake Wealth Management
Vermont
$616K +$638K +3,888 New
113 114
115
116 117