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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1701
Elmwood Wealth Management
California
$1.45M -$16.9K -149 -1%
LCM
1702
Logan Capital Management
Pennsylvania
$1.45M +$15.2K +134 +1%
BRWM
1703
B. Riley Wealth Management
Tennessee
$1.45M +$1.46M +12,848 New
CAS
1704
Cue Advisory Services
Arizona
$1.45M +$480K +4,226 +49%
VCM
1705
Versant Capital Management
Arizona
$1.44M -$49K -432 -3%
RCM
1706
RB Capital Management
Nevada
$1.43M -$127K -1,122 -8%
CG
1707
CFO4Life Group
Texas
$1.43M -$23.5K -207 -2%
AEPG
1708
American Economic Planning Group
New Jersey
$1.43M -$43K -379 -3%
SM
1709
Sciencast Management
New Jersey
$1.43M +$666K +5,863 +76%
WCM
1710
Windsor Capital Management
Arizona
$1.42M +$29.2K +257 +2%
BFO
1711
Biltmore Family Office
North Carolina
$1.42M +$14.3K +126 +1%
AFP
1712
Ausdal Financial Partners
Iowa
$1.41M -$157K -1,381 -10%
WIM
1713
Weitz Investment Management
Nebraska
$1.41M – – –
DWM
1714
Dynasty Wealth Management
Florida
$1.41M +$635K +5,591 +81%
DC
1715
DeDora Capital
California
$1.4M -$20.4K -180 -1%
GCA
1716
Gradient Capital Advisors
California
$1.4M +$38K +335 +3%
SMH
1717
Sanders Morris Harris
Texas
$1.4M -$124K -1,090 -8%
LNB
1718
Ledyard National Bank
$1.4M +$227 +2 +0%
TCM
1719
Tributary Capital Management
Nebraska
$1.39M -$167K -1,475 -11%
CBA
1720
Coastal Bridge Advisors
Connecticut
$1.38M – – –
HGWM
1721
Harvest Group Wealth Management
Massachusetts
$1.37M +$5K +44 +0.4%
BC
1722
Banced Corp
Illinois
$1.37M -$35.1K -309 -2%
HEIP
1723
Hudson Edge Investment Partners
New Jersey
$1.37M -$2.27K -20 -0.2%
HT
1724
HighTower Trust
Texas
$1.36M +$22.7K +200 +2%
AWM
1725
Aries Wealth Management
Maine
$1.36M – – –
67 68
69
70 71