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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
2901
Private Capital Management (Colorado)
Colorado
$371K +$41.6K +265 +12%
AL
2902
ADE LLC
Maryland
$370K -$1.1K -7 -0.3%
MWM
2903
Madison Wealth Management
Ohio
$367K -$714K -4,545 -66%
AWM
2904
Atticus Wealth Management
Florida
$366K +$60.3K +384 +19%
IP
2905
Isthmus Partners
Wisconsin
$364K -$15.7K -100 -4%
PWC
2906
PYA Waltman Capital
Tennessee
$363K +$25.8K +164 +8%
F
2907
F3Logic
Minnesota
$363K +$52.3K +333 +17%
GAMC
2908
Garner Asset Management Corp
Texas
$361K – – –
JI
2909
Jeereddi Investments
California
$360K -$155K -987 -30%
W
2910
WealthOne
New York
$359K -$93.1K -593 -20%
SWRP
2911
Summit Wealth & Retirement Planning
California
$358K -$7.7K -49 -2%
BDFN
2912
Bond & Devick Financial Network
Minnesota
$358K – – –
1W
2913
1776 Wealth
Georgia
$358K +$5.5K +35 +2%
JC
2914
Jacobs & Co
California
$354K – – –
WFG
2915
Wills Financial Group
Virginia
$351K +$5.5K +35 +2%
RHJA
2916
Rice Hall James & Associates
California
$350K – – –
SEEDPG
2917
S.E.E.D. Planning Group
New York
$350K +$38.5K +245 +12%
SFG
2918
Sovereign Financial Group
Connecticut
$348K – – –
WFA
2919
Websterrogers Financial Advisors
South Carolina
$348K +$1.89K +12 +0.5%
ACM
2920
AlphaStar Capital Management
North Carolina
$348K +$93.1K +593 +36%
IIA
2921
ICW Investment Advisors
Arizona
$347K +$157 +1 +0%
Q
2922
QVR
California
$347K +$351K +2,233 New
OPWM
2923
Oxinas Partners Wealth Management
Indiana
$346K -$11.6K -74 -3%
DAM
2924
Deltec Asset Management
New York
$346K – – –
FC
2925
FCA Corp
Texas
$345K -$295K -1,880 -46%
115 116
117
118 119