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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1826
Hohimer Wealth Management
Washington
$1.8M +$1.66M +12,927 New
RCA
1827
Ranch Capital Advisors
Florida
$1.8M +$96.4K +752 +6%
AIC
1828
Ayalon Insurance Company
Israel
$1.79M -$7.18K -56 -0.4%
AWM
1829
Aries Wealth Management
Maine
$1.79M – – –
GPFA
1830
Game Plan Financial Advisors
Ohio
$1.79M +$1.64M +12,809 New
VHAM
1831
Van Hulzen Asset Management
California
$1.78M -$2.83M -22,053 -63%
BWP
1832
Bernardo Wealth Planning
Pennsylvania
$1.78M +$385 +3 +0%
SW
1833
SkyOak Wealth
Michigan
$1.78M +$1.63M +12,744 New
EM
1834
ELCO Management
New York
$1.78M +$53.4K +416 +3%
DL
1835
DOHJ LLC
Washington
$1.77M +$1.63M +12,703 New
CPA
1836
Clear Perspective Advisors
Illinois
$1.76M +$31.4K +245 +2%
SWM
1837
Sculati Wealth Management
Michigan
$1.76M +$1.62M +12,624 New
WCM
1838
Windsor Capital Management
Arizona
$1.76M +$19.6K +153 +1%
WANY
1839
Wealthspire Advisors (New York)
New York
$1.76M +$512K +3,992 +46%
STA
1840
Summit Trail Advisors
New York
$1.75M +$171K +1,333 +12%
BCI
1841
Brinker Capital Investments
Pennsylvania
$1.75M -$23.7K -185 -1%
OCPWS
1842
One Charles Private Wealth Services
Massachusetts
$1.75M +$1.61M +12,540 New
B
1843
Brightworth
Georgia
$1.73M +$424K +3,303 +36%
SJIM
1844
St. Johns Investment Management
Florida
$1.73M -$110K -855 -6%
NCM
1845
Northside Capital Management
Oregon
$1.73M – – –
GFS
1846
GYL Financial Synergies
Connecticut
$1.73M -$2.18K -17 -0.1%
EF
1847
Empirical Finance
Pennsylvania
$1.73M +$563K +4,393 +55%
PRC
1848
Pearl River Capital
Michigan
$1.71M +$1.3M +10,160 +477%
QT
1849
Quantamental Technologies
New York
$1.71M +$1.58M +12,292 New
CAC
1850
Certified Advisory Corp
Florida
$1.71M +$137K +1,067 +10%
72 73
74
75 76