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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWAM
1576
Manhattan West Asset Management
California
$8.15M -$2.19M -8,595 -23%
EPW
1577
Evergreen Private Wealth
Colorado
$8.14M -$72.5K -284 -1%
SC
1578
Soundwatch Capital
Connecticut
$8.14M +$3.4M +13,342 New
HNW
1579
High Note Wealth
Minnesota
$8.13M +$9.95K +39 +0.1%
SWM
1580
Scissortail Wealth Management
Oklahoma
$8.13M +$120K +472 +2%
UBG
1581
United Bank (Georgia)
Georgia
$8.12M +$355K +1,392 +5%
AIMCA
1582
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.12M -$15.7M -61,420 -69%
CCAM
1583
Codex Capital Asset Management
Texas
$8.12M – – –
RBC
1584
Romano Brothers & Co
Illinois
$8.12M -$43.1K -169 -0.6%
PCA
1585
Peddock Capital Advisors
Massachusetts
$8.12M -$23.7K -93 -0.3%
FFA
1586
Founders Financial Alliance
North Carolina
$8.09M +$98.2K +385 +1%
ACM
1587
Alta Capital Management
Utah
$8.08M +$306K +1,200 +4%
EHC
1588
Everett Harris & Co
California
$8.07M +$365K +1,429 +5%
LHC
1589
Little House Capital
Massachusetts
$8.07M -$1.37M -5,355 -16%
FLI
1590
Family Legacy Inc
South Carolina
$8.02M -$373K -1,461 -5%
BONH
1591
Bank of New Hampshire
New Hampshire
$8.01M -$348K -1,363 -5%
SW
1592
SkyOak Wealth
Michigan
$8.01M -$92.9K -364 -1%
AW
1593
Atlas Wealth
Ohio
$7.99M -$35K -137 -0.5%
EFG
1594
Everhart Financial Group
Ohio
$7.97M +$340K +1,334 +5%
AF
1595
Advisornet Financial
Minnesota
$7.97M +$133K +521 +2%
PCP
1596
Proficio Capital Partners
Massachusetts
$7.96M +$3.13M +12,275 +81%
OAM
1597
Occidental Asset Management
California
$7.96M +$309K +1,212 +5%
CA
1598
CoreCap Advisors
Michigan
$7.94M +$376K +1,472 +6%
RCM
1599
RB Capital Management
Nevada
$7.94M +$138K +540 +2%
AA
1600
Argent Advisors
Louisiana
$7.94M -$509K -1,994 -7%
62 63
64
65 66