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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
5001
MidAtlantic Capital Management
Virginia
$193K +$186K +600 New
AIS
5002
Advocate Investing Services
Maryland
$193K +$185K +599 New
SAS
5003
Stelac Advisory Services
New York
$190K -$929 -3 -0.5%
MW
5004
Merited Wealth
Florida
$190K +$183K +590 New
EI
5005
eCIO Inc
Wisconsin
$190K -$55.1K -178 -23%
HHMI
5006
Howard Hughes Medical Institute
Maryland
$189K -$929 -3 -0.5%
GFM
5007
GF Fund Management
China
$189K +$181K +586 New
WFA
5008
West Financial Advisors
Iowa
$188K +$5.88K +19 +3%
NL
5009
NorthAvenue LLC
Ohio
$188K +$181K +583 New
SFO
5010
Standard Family Office
South Dakota
$186K – – –
FNWA
5011
Financial Network Wealth Advisors
Utah
$186K +$619 +2 +0.3%
SAM
5012
Sherman Asset Management
California
$184K – – –
CWM
5013
Copia Wealth Management
Oregon
$183K – – –
MAM
5014
Meeder Asset Management
Ohio
$181K -$6.19K -20 -3%
HCM
5015
Horrell Capital Management
Arkansas
$176K – – –
SWA
5016
Strategic Wealth Advisors
Arizona
$161K +$155K +502 New
AW
5017
Ankerstar Wealth
Texas
$161K +$154K +498 New
MFT
5018
Moisand Fitzgerald Tamayo
Florida
$160K – – –
DCM
5019
Davis Capital Management
Florida
$159K – – –
LAS
5020
Lloyd Advisory Services
Georgia
$157K -$225K -727 -60%
IIM
5021
IFC & Insurance Marketing
California
$156K +$150K +485 New
SVWA
5022
Sarver Vrooman Wealth Advisors
Missouri
$153K -$32.2K -104 -18%
VWWMG
5023
Vermillion & White Wealth Management Group
Pennsylvania
$153K +$13.3K +43 +9%
SFAM
5024
Sawyer Falduto Asset Management
Illinois
$153K +$147K +474 New
CW
5025
Curio Wealth
Maryland
$151K +$24.5K +79 +21%
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