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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
3026
CSS LLC
Illinois
$456K – – –
MRWM
3027
ML&R Wealth Management
Texas
$455K +$478K +3,488 New
DOA
3028
D'Orazio & Associates
Virginia
$454K +$26.4K +193 +6%
ADMI
3029
Albert D. Mason Inc
Massachusetts
$454K – – –
1W
3030
1776 Wealth
Georgia
$453K +$74.3K +542 +18%
CAWM
3031
Capital Advisors Wealth Management
Washington
$453K -$9.04K -66 -2%
KAM
3032
KEB Asset Management
Illinois
$452K +$9.32K +68 +2%
MWP
3033
Meridian Wealth Partners
Pennsylvania
$452K +$51.9K +379 +12%
TCM
3034
Teza Capital Management
Illinois
$452K +$475K +3,466 New
HIA
3035
HTG Investment Advisors
Connecticut
$452K -$2.88K -21 -0.6%
CIA
3036
Cascade Investment Advisors
Oregon
$451K +$6.85K +50 +1%
PPW
3037
Pasadena Private Wealth
California
$451K +$274 +2 +0.1%
MF
3038
Meridian Financial
Massachusetts
$450K -$64.4K -470 -12%
C
3039
CEDRUS
Colorado
$450K +$3.7K +27 +0.8%
CI
3040
Cavalier Investments
Georgia
$449K +$25.2K +184 +6%
MPAM
3041
Murphy Pohlad Asset Management
Minnesota
$448K – – –
CCB
3042
Cutter & Co Brokerage
Missouri
$448K +$34K +248 +8%
NIC
3043
Northwest Investment Counselors
Oregon
$446K +$3.15K +23 +0.7%
IFO
3044
Independent Family Office
New York
$446K – – –
FA
3045
Forefront Analytics
Pennsylvania
$445K +$3.29K +24 +0.7%
TIM
3046
Total Investment Management
Arizona
$445K +$3.29K +24 +0.7%
PWM
3047
Prosperity Wealth Management
California
$444K +$3.97K +29 +0.9%
EWA
3048
EP Wealth Advisors
California
$443K -$78.9M -576,115 -99%
BDA
3049
Borer Denton & Associates
Pennsylvania
$441K +$4.8K +35 +1%
KOC
3050
Koss-Olinger Consulting
Florida
$440K +$13.7K +100 +3%
120 121
122
123 124