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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1826
Regal Investment Advisors
Michigan
$1.22M +$39.8K +386 +3%
AI
1827
Accredited Investors
Minnesota
$1.22M +$1.65K +16 +0.1%
OIM
1828
Orca Investment Management
Oregon
$1.22M +$23.4K +227 +2%
HAC
1829
Harbor Advisory Corp
New Hampshire
$1.22M +$61.8K +600 +5%
CBFP
1830
Cedar Brook Financial Partners
Ohio
$1.21M +$226K +2,193 +22%
TA
1831
TCG Advisors
Texas
$1.21M +$483K +4,691 +65%
SG
1832
StoneX Group
New York
$1.21M +$116K +1,125 +10%
BA
1833
BKS Advisors
Michigan
$1.21M -$165K -1,600 -12%
CM
1834
Castleark Management
Illinois
$1.21M -$5.06M -49,100 -80%
HJMC
1835
Hellman Jordan Management Company
Massachusetts
$1.2M -$41K -398 -3%
FCMT
1836
Founders Capital Management (Texas)
Texas
$1.2M +$15.8K +153 +1%
MWM
1837
Mission Wealth Management
California
$1.2M -$206 -2 -0%
PFGIA
1838
Patriot Financial Group Insurance Agency
Massachusetts
$1.2M +$280K +2,716 +30%
STA
1839
Summit Trail Advisors
New York
$1.2M -$2.33M -22,662 -66%
HCM
1840
Harvey Capital Management
Florida
$1.2M +$99.7K +968 +9%
HI
1841
Horizon Investments
North Carolina
$1.19M +$724K +7,024 +145%
WPC
1842
White Pine Capital
Minnesota
$1.19M -$155K -1,500 -11%
PAMG
1843
Patton Albertson Miller Group
Tennessee
$1.18M +$235K +2,277 +24%
BPWA
1844
Beacon Pointe Wealth Advisors
California
$1.18M +$86.3K +838 +8%
CAC
1845
Certified Advisory Corp
Florida
$1.18M +$105K +1,020 +10%
ACM
1846
AlphaCrest Capital Management
New York
$1.17M +$712K +6,908 +148%
CGA
1847
Crescent Grove Advisors
Illinois
$1.17M -$195K -1,892 -14%
TSS
1848
Two Sigma Securities
New York
$1.17M +$1.19M +11,522 New
CAG
1849
Crestwood Advisors Group
Massachusetts
$1.16M +$253K +2,456 +27%
CASB
1850
Cape Ann Savings Bank
Massachusetts
$1.15M – – –
72 73
74
75 76