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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
2951
Pasadena Private Wealth
California
$378K -$10.4K -84 -2%
PIA
2952
Powell Investment Advisors
Florida
$378K – – –
FA
2953
Forefront Analytics
Pennsylvania
$375K +$3.47K +28 +0.8%
CP
2954
Capital Planning
Washington
$374K +$5.2K +42 +1%
WCG
2955
Weaver Consulting Group
California
$374K +$12.5K +101 +3%
TF
2956
Trek Financial
Arizona
$373K +$24.9K +201 +6%
EWP
2957
Engrave Wealth Partners
Texas
$371K – – –
CL
2958
COWA LLC
Oklahoma
$369K -$12.4K -100 -3%
UL
2959
Unionview LLC
Washington
$368K -$6.69K -54 -2%
ASC
2960
Atalanta Sosnoff Capital
New York
$364K -$117K -946 -23%
SFS
2961
Solitude Financial Services
Virginia
$364K -$23.8K -192 -6%
PTC
2962
Provident Trust Company
Wisconsin
$364K – – –
WFM
2963
Wolff Financial Management
Michigan
$364K – – –
PI
2964
Parkside Investments
Illinois
$364K +$1.49K +12 +0.4%
PHIC
2965
Pine Haven Investment Counsel
Massachusetts
$362K -$12.4K -100 -3%
MFGM
2966
Marshall Financial Group (Maryland)
Maryland
$362K -$2.97K -24 -0.7%
ETIA
2967
Epic Trust Investment Advisors
Washington
$362K +$120K +972 +43%
RF
2968
Resolute Financial
Massachusetts
$361K +$34.2K +276 +9%
HA
2969
HC Advisors
Georgia
$360K -$935K -7,545 -70%
C
2970
CEDRUS
Colorado
$359K +$41.5K +335 +12%
IAP
2971
Indie Asset Partners
Indiana
$359K +$28.5K +230 +8%
CAWM
2972
Capital Advisors Wealth Management
Washington
$357K -$15K -121 -4%
CL
2973
CIM LLC
New York
$356K – – –
TFA
2974
Teamwork Financial Advisors
Texas
$354K -$320K -2,585 -45%
WIA
2975
World Investment Advisors
California
$354K -$6.44K -52 -2%
117 118
119
120 121