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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1326
Bogart Wealth LLC
Virginia
$12.2M +$342K +1,102 +3%
HCM
1327
Harvey Capital Management
Florida
$12.2M -$59K -190 -0.5%
BWM
1328
BigSur Wealth Management
Florida
$12.2M +$2.21M +7,103 +24%
XWM
1329
Xcel Wealth Management
Florida
$12.1M -$438K -1,412 -4%
CWM
1330
Compass Wealth Management
Connecticut
$12.1M +$25.5K +82 +0.2%
FP
1331
FFG Partners
Florida
$12.1M -$709K -2,283 -6%
MCM
1332
Moore Capital Management
New York
$12.1M +$11.5M +37,008 New
CWM
1333
Chemistry Wealth Management
New York
$12.1M -$99.4K -320 -0.9%
ACM
1334
Alpha Capital Management
Texas
$12.1M -$114K -367 -1%
AA
1335
Argent Advisors
Louisiana
$12M +$2.78M +8,966 +32%
CIC
1336
Concord Investment Counsel
California
$12M -$5.28K -17 -0%
PTC
1337
Private Trust Company
Ohio
$12M -$127K -410 -1%
VA
1338
Valmark Advisers
Ohio
$11.9M -$56.2K -181 -0.5%
RCAG
1339
Rehmann Capital Advisory Group
Michigan
$11.9M +$701K +2,256 +7%
DIP
1340
DT Investment Partners
Pennsylvania
$11.9M – – –
LSA
1341
L & S Advisors
California
$11.9M +$8.12M +26,158 +257%
BWAM
1342
Boyd Watterson Asset Management
Ohio
$11.9M -$219K -705 -2%
NCM
1343
Northside Capital Management
Oregon
$11.9M -$1.53M -4,937 -12%
CWM
1344
Cordatus Wealth Management
Pennsylvania
$11.8M -$70.8K -228 -0.6%
FBFS
1345
First Business Financial Services
Wisconsin
$11.8M +$243K +781 +2%
RA
1346
RFG Advisory
Alabama
$11.8M +$948K +3,054 +9%
SIA
1347
Soltis Investment Advisors
Utah
$11.8M +$1.07M +3,432 +11%
CL
1348
CVFG LLC
Indiana
$11.8M +$2.79K +9 +0%
HW
1349
HORAN Wealth
Ohio
$11.8M +$164K +529 +1%
EWA
1350
EverSource Wealth Advisors
Alabama
$11.8M -$4.49M -14,462 -29%
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