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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
1401
Focus Financial Network
Minnesota
$11M +$572K +1,841 +6%
CWA
1402
Clarity Wealth Advisors
California
$11M -$47.5K -153 -0.5%
PIWA
1403
Prevail Innovative Wealth Advisors
Kansas
$10.9M +$2.6M +8,387 +34%
MCA
1404
MSH Capital Advisors
Arizona
$10.9M +$1.52M +4,893 +17%
UWM
1405
Udine Wealth Management
Florida
$10.9M +$150K +484 +1%
VCM
1406
Violich Capital Management
California
$10.9M +$1.59M +5,120 +18%
RWM
1407
Rockline Wealth Management
New York
$10.9M -$355K -1,143 -3%
AC
1408
Avestar Capital
New York
$10.8M -$62.4K -201 -0.6%
TPA
1409
Trivium Point Advisory
Connecticut
$10.8M +$1.56M +5,021 +18%
KFBMI
1410
Kentucky Farm Bureau Mutual Insurance
Kentucky
$10.8M – – –
FCMT
1411
Founders Capital Management (Texas)
Texas
$10.8M +$37.3K +120 +0.4%
ST
1412
Somerset Trust
Pennsylvania
$10.8M +$13.4K +43 +0.1%
CST
1413
Charles Schwab Trust
Nevada
$10.8M +$835K +2,689 +9%
ACM
1414
Aquatic Capital Management
Illinois
$10.7M +$705K +2,269 +7%
1M
1415
1248 Management
Missouri
$10.7M – – –
CAC
1416
Core Alternative Capital
Georgia
$10.7M -$932K -3,001 -8%
CCA
1417
Cooper Capital Advisors
California
$10.7M +$496K +1,596 +5%
GIA
1418
Guyasuta Investment Advisors
Pennsylvania
$10.7M +$18.3K +59 +0.2%
SL
1419
Sentinus LLC
Illinois
$10.6M +$542K +1,744 +6%
CA
1420
CoreCap Advisors
Michigan
$10.6M +$431K +1,389 +4%
GLR
1421
Great Lakes Retirement
Ohio
$10.5M +$408K +1,313 +4%
BRM
1422
Boston Research & Management
Massachusetts
$10.5M -$52.5K -169 -0.5%
SIA
1423
SeaBridge Investment Advisors
New Jersey
$10.5M +$28.6K +92 +0.3%
CPW
1424
Cove Private Wealth
New York
$10.5M +$270K +868 +3%
BBWA
1425
Bell & Brown Wealth Advisors
California
$10.5M -$70.8K -228 -0.7%
55 56
57
58 59