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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2976
MinichMacGregor Wealth Management
New York
$806K -$3.79K -25 -0.5%
ACA
2977
American Capital Advisory
Idaho
$805K +$717K +4,731 New
WCM
2978
Wedge Capital Management
North Carolina
$804K – – –
FFWM
2979
Future Financial Wealth Management
Ohio
$804K – – –
EWP
2980
Engrave Wealth Partners
Texas
$803K +$16.8K +111 +2%
FPGK
2981
Financial Partners Group (Kansas)
Kansas
$803K +$5.3K +35 +0.7%
RWI
2982
Red Wave Investments
Pennsylvania
$801K -$1.21K -8 -0.2%
AI
2983
AXS Investments
New York
$801K -$69.7K -460 -9%
PWS
2984
Private Wealth Strategies
Ohio
$800K +$11.5K +76 +2%
PRC
2985
Pearl River Capital
Michigan
$797K +$710K +4,688 New
HIS
2986
Harvest Investment Services
Illinois
$797K – – –
SAA
2987
Southeast Asset Advisors
Georgia
$795K -$41.7K -275 -6%
BCM
2988
Brown Capital Management
Maryland
$792K -$164K -1,079 -19%
SEP
2989
Southland Equity Partners
Missouri
$791K +$6.52K +43 +0.9%
LA
2990
Latitude Advisors
Florida
$790K -$15.5K -102 -2%
DIA
2991
Davidson Investment Advisors
Montana
$790K -$252K -1,660 -26%
PCM
2992
Perritt Capital Management
Illinois
$789K -$80.6K -532 -10%
MM
2993
Meridian Management
Arkansas
$788K +$2.73K +18 +0.4%
SFP
2994
Sweet Financial Partners
Minnesota
$787K -$9.85K -65 -1%
CSWG
2995
Cardinal Strategic Wealth Guidance
Kentucky
$786K -$4.55K -30 -0.6%
IA
2996
Insight Advisors
Pennsylvania
$784K -$34.6K -228 -5%
DE
2997
Day & Ennis
Georgia
$783K +$5.15K +34 +0.7%
MC
2998
Matisse Capital
Oregon
$783K +$3.03K +20 +0.4%
GOCP
2999
Great Oak Capital Partners
Massachusetts
$781K +$696K +4,593 New
MAWA
3000
Moss Adams Wealth Advisors
Washington
$781K +$20.3K +134 +3%
118 119
120
121 122