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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
3826
Payne Capital Management
New York
$810K +$67.4K +222 +9%
CWM
3827
Cahaba Wealth Management
Georgia
$810K +$68.9K +227 +9%
AIM
3828
Arcadia Investment Management
Michigan
$810K +$641K +2,112 +330%
HI
3829
Harrington Investments
California
$808K -$5.16K -17 -0.6%
BFS
3830
Burkett Financial Services
South Carolina
$807K -$2.73K -9 -0.3%
EBA
3831
Eagle Bay Advisors
New York
$807K -$252K -832 -23%
FWP
3832
Flatrock Wealth Partners
California
$806K +$6.37K +21 +0.8%
RA
3833
Riverstone Advisors
Texas
$804K +$74K +244 +10%
PS
3834
Planned Solutions
California
$804K – – –
BCMLT
3835
Beacon Capital Management LLC (Tennessee)
Tennessee
$802K -$77.7K -256 -9%
FSA
3836
Financial Security Advisor
Virginia
$802K +$24.9K +82 +3%
PC
3837
PCB Capital
New Jersey
$802K -$17.6K -58 -2%
AWA
3838
Aletheian Wealth Advisors
Washington
$802K +$827K +2,725 New
IRC
3839
Investors Research Corp
Georgia
$801K – – –
EIM
3840
Essex Investment Management
Massachusetts
$800K – – –
SIM
3841
SSI Investment Management
California
$799K – – –
PCM
3842
Pennsylvania Capital Management
Pennsylvania
$799K +$213K +701 +35%
EC
3843
Elequin Capital
New York
$797K +$823K +2,711 New
DCBT
3844
Dakota Community Bank & Trust
North Dakota
$796K -$27.6K -91 -3%
MWM
3845
Melfa Wealth Management
Massachusetts
$796K +$10.9K +36 +1%
WLIM
3846
White Lighthouse Investment Management
Massachusetts
$796K -$293K -966 -26%
CFG
3847
Copley Financial Group
California
$794K -$3.94K -13 -0.5%
RCA
3848
Riverview Capital Advisers
Massachusetts
$793K -$607 -2 -0.1%
PCM
3849
Prelude Capital Management
New York
$792K -$692K -2,279 -46%
AA
3850
Acorns Advisers
California
$792K +$160K +526 +24%
152 153
154
155 156