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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
1726
Rowlandmiller & Partners
Georgia
$2.31M +$90.5K +789 +4%
PWA
1727
Phoenix Wealth Advisors
North Carolina
$2.3M -$7.57K -66 -0.3%
CB
1728
CNB Bank
Pennsylvania
$2.3M +$76.8K +669 +3%
SOAMC
1729
Spirit of America Management Corp
New York
$2.3M – – –
RCM
1730
RB Capital Management
Nevada
$2.29M +$230K +2,008 +10%
YIA
1731
YHB Investment Advisors
Connecticut
$2.29M +$22.4K +195 +0.9%
PP
1732
Pacifica Partners
Canada
$2.29M -$40.6K -354 -2%
SWA
1733
SOA Wealth Advisors
New York
$2.29M +$9.29K +81 +0.4%
SAM
1734
Sawgrass Asset Management
Florida
$2.27M -$41K -357 -2%
APWM
1735
Atlas Private Wealth Management
New York
$2.27M +$79.9K +696 +3%
CCM
1736
Carderock Capital Management
Maryland
$2.27M -$1.99M -17,304 -44%
ADIM
1737
Alpha DNA Investment Management
Maryland
$2.27M +$2.49M +21,677 New
RIG
1738
Roosevelt Investment Group
New York
$2.26M -$62K -540 -2%
AIS
1739
American Investment Services
Massachusetts
$2.26M +$2.13M +18,573 +617%
GA
1740
Greytown Advisors
Florida
$2.25M -$31.4K -274 -1%
KS
1741
Karpas Strategies
Connecticut
$2.25M +$9.18K +80 +0.4%
ACP
1742
Ashfield Capital Partners
California
$2.25M – – –
IP
1743
Intellectus Partners
California
$2.25M +$139K +1,215 +6%
PRWA
1744
Platte River Wealth Advisors
Colorado
$2.25M +$199K +1,732 +9%
GCM
1745
Gladius Capital Management
Illinois
$2.24M +$1.43M +12,435 +138%
PCM
1746
Poehling Capital Management
Wisconsin
$2.24M +$12.7K +111 +0.5%
SWMP
1747
Signature Wealth Management Partners
New Jersey
$2.23M +$1.38K +12 +0.1%
OWA
1748
Octavia Wealth Advisors
Ohio
$2.23M +$62.9K +548 +3%
WPW
1749
Warther Private Wealth
Ohio
$2.23M -$128K -1,116 -5%
MMM
1750
Mendel Money Management
Illinois
$2.23M -$477K -4,159 -16%
68 69
70
71 72