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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1826
Evermay Wealth Management
Virginia
$3.48M -$258K -1,700 -8%
BTWM
1827
Baker Tilly Wealth Management
Wisconsin
$3.48M -$334K -2,204 -10%
RCWM
1828
Royal Capital Wealth Management
Indiana
$3.48M +$12.7K +84 +0.4%
RGI
1829
River Global Investors
United Kingdom
$3.47M -$30.8K -203 -1%
KWM
1830
Keebeck Wealth Management
Illinois
$3.46M +$24.2K +160 +0.8%
MFA
1831
Mayflower Financial Advisors
Massachusetts
$3.46M -$132K -874 -4%
SAM
1832
Sawgrass Asset Management
Florida
$3.46M -$111K -730 -3%
SWM
1833
Sculati Wealth Management
Michigan
$3.46M +$15.2K +100 +0.5%
XSC
1834
X-Square Capital
Puerto Rico
$3.45M -$121K -801 -4%
SWMP
1835
Signature Wealth Management Partners
New Jersey
$3.45M -$455 -3 -0%
ZIG
1836
Zullo Investment Group
Pennsylvania
$3.45M +$54.1K +357 +2%
MAWCM
1837
Mine & Arao Wealth Creation & Management
California
$3.45M +$21.8K +144 +0.7%
CCA
1838
Cobblestone Capital Advisors
New York
$3.44M -$67.1K -443 -2%
CICC
1839
Capital Investment Counsel (Colorado)
Colorado
$3.43M +$3.05M +20,151 New
GPTE
1840
Generali Powszechne Towarzystwo Emerytalne
Poland
$3.42M – – –
PWG
1841
Portside Wealth Group
Utah
$3.41M -$141K -932 -4%
BDS
1842
Banco de Sabadell
Florida
$3.41M -$143K -943 -4%
EFG
1843
Everhart Financial Group
Ohio
$3.4M +$166K +1,097 +6%
ACM
1844
Advent Capital Management
New York
$3.4M +$3.03M +20,000 New
NIP
1845
Nicholas Investment Partners
California
$3.4M -$1.81M -11,930 -37%
KIC
1846
Kensington Investment Counsel
California
$3.39M +$417K +2,752 +16%
CPC
1847
Congress Park Capital
New York
$3.39M -$32.6K -215 -1%
ODG
1848
O'Dell Group
Ohio
$3.39M -$42.6K -281 -1%
MCA
1849
Magnolia Capital Advisors
Mississippi
$3.37M +$143K +945 +5%
RWM
1850
RKL Wealth Management
Pennsylvania
$3.37M +$254K +1,673 +9%
72 73
74
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