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JPMorgan Chase
JPM

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