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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ECAM
3201
East Coast Asset Management
Massachusetts
$339K – – –
EF
3202
Exeter Financial
Arizona
$339K – – –
FAN
3203
Financial Advisors Network
California
$336K -$12K -73 -3%
AA
3204
AlphaMark Advisors
Kentucky
$336K -$164 -1 -0%
EI
3205
Ellevest Inc
New York
$335K -$27.9K -170 -7%
TIAM2
3206
Tru Independence Asset Management 2
Oregon
$335K +$80.1K +488 +30%
VT
3207
Vise Technologies
New York
$335K +$348K +2,118 New
VC
3208
Veery Capital
Delaware
$334K -$1.64K -10 -0.5%
FC
3209
FCA Corp
Texas
$333K -$19.1K -116 -5%
AFIA
3210
America First Investment Advisors
Nebraska
$333K -$8.21K -50 -2%
WFA
3211
Websterrogers Financial Advisors
South Carolina
$332K -$45.8K -279 -12%
CFG
3212
Compton Financial Group
Maryland
$332K – – –
MA
3213
Mezzasalma Advisors
New Jersey
$331K – – –
I2I
3214
Insight 2811 Inc
Illinois
$331K +$123K +746 +55%
GCM
3215
G2 Capital Management
Ohio
$331K +$343K +2,090 New
FA
3216
Fiducient Advisors
Illinois
$330K -$1.01M -6,156 -75%
AWM
3217
Adams Wealth Management
Utah
$328K -$1.48K -9 -0.4%
SAM
3218
Shikiar Asset Management
New York
$328K – – –
OPWM
3219
Oxinas Partners Wealth Management
Indiana
$327K -$26.4K -161 -7%
CCA
3220
Conestoga Capital Advisors
Pennsylvania
$327K – – –
WCM
3221
Wallace Capital Management
Texas
$327K +$58.8K +358 +21%
C
3222
Covestor
United Kingdom
$327K +$338K +2,061 New
FPF
3223
First Pacific Financial
Washington
$326K – – –
HR
3224
Hayden Royal
North Carolina
$325K +$8.54K +52 +3%
F
3225
F3Logic
Minnesota
$323K -$49.3K -300 -13%
127 128
129
130 131