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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
1826
Archer Investment Corporation
Indiana
$4.13M -$22.7K -116 -0.6%
BFA
1827
Beaumont Financial Advisors
Massachusetts
$4.13M +$26.2K +134 +0.7%
LCM
1828
Leisure Capital Management
California
$4.13M -$16.6K -85 -0.4%
FFS
1829
Founders Financial Securities
Maryland
$4.12M +$871K +4,456 +28%
PMA
1830
Prudent Man Advisors
Illinois
$4.12M +$154K +789 +4%
GWMR
1831
GC Wealth Management RIA
Massachusetts
$4.12M +$15.4K +79 +0.4%
RFA
1832
Resurgent Financial Advisors
Georgia
$4.11M -$138K -706 -3%
RCG
1833
Regatta Capital Group
California
$4.11M +$137K +700 +4%
MC
1834
Mirabaud & Cie
Switzerland
$4.11M -$160K -817 -4%
RL
1835
Ruffer LLP
United Kingdom
$4.1M +$925K +4,729 +30%
FWM
1836
Finer Wealth Management
Massachusetts
$4.09M -$203K -1,036 -5%
MCM
1837
Manchester Capital Management
Vermont
$4.09M +$19.4K +99 +0.5%
SHFP
1838
Second Half Financial Partners
Florida
$4.08M -$122K -625 -3%
SLT
1839
St Louis Trust
Missouri
$4.08M – – –
SW
1840
StrongBox Wealth
Missouri
$4.08M +$41.4K +212 +1%
WP
1841
WMS Partners
Maryland
$4.08M +$794K +4,063 +25%
JE
1842
JMAC Enterprises
Pennsylvania
$4.08M -$136K -696 -3%
BWM
1843
BCGM Wealth Management
Indiana
$4.07M +$205K +1,047 +5%
AIM
1844
Acropolis Investment Management
Missouri
$4.07M +$131K +672 +3%
PCM
1845
Poehling Capital Management
Wisconsin
$4.07M -$153K -785 -4%
1WA
1846
180 Wealth Advisors
Washington
$4.06M +$32.6K +167 +0.9%
RZH
1847
Relyea Zuckerberg Hanson
Connecticut
$4.06M +$53K +271 +1%
SQA
1848
Simon Quick Advisors
New Jersey
$4.06M -$227K -1,159 -5%
EWM
1849
Empirical Wealth Management
Washington
$4.06M +$357K +1,827 +10%
SICM
1850
Sustainable Insight Capital Management
New York
$4.05M +$821K +4,200 +27%
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