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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1851
Massachusetts Wealth Management
Massachusetts
$6.68M -$12.4K -40 -0.2%
RCG
1852
Regatta Capital Group
California
$6.68M -$1.19M -3,822 -16%
OFS
1853
OneAscent Financial Services
Alabama
$6.65M -$116K -372 -2%
EAN
1854
Excelsior Advisor Network
Colorado
$6.64M +$4.6M +14,807 +270%
AIM
1855
Acropolis Investment Management
Missouri
$6.63M -$3.42K -11 -0.1%
OL
1856
Owen LaRue
Kentucky
$6.63M -$2.5M -8,054 -28%
RDFA
1857
Ritter Daniher Financial Advisory
Ohio
$6.62M -$53.7K -173 -0.8%
PB
1858
Pinnacle Bancorp
Nebraska
$6.61M -$8.38K -27 -0.1%
PAM
1859
Paradigm Asset Management
New York
$6.6M -$2.87M -9,241 -31%
ICP
1860
Impact Capital Partners
Colorado
$6.59M +$73.3K +236 +1%
IP
1861
Intellectus Partners
California
$6.59M +$98.4K +317 +2%
WAM
1862
Wakefield Asset Management
Colorado
$6.59M +$48.4K +156 +0.8%
TWP
1863
Tyche Wealth Partners
Texas
$6.59M -$4.66K -15 -0.1%
ACM
1864
Aljian Capital Management
Nevada
$6.58M +$9.63K +31 +0.2%
WR
1865
WD Rutherford
Oregon
$6.56M -$106K -342 -2%
TFA
1866
Trinity Financial Advisors
Ohio
$6.56M -$45K -145 -0.7%
PNFS
1867
PW Nova Financial Services
Pennsylvania
$6.55M +$377K +1,214 +6%
BP
1868
Baypointe Partners
Connecticut
$6.55M -$1.55M -5,000 -20%
GFG
1869
Goldstone Financial Group
Illinois
$6.55M +$103K +331 +2%
AGWCA
1870
Annis Gardner Whiting Capital Advisors
Florida
$6.54M -$84.5K -272 -1%
ZIG
1871
Zullo Investment Group
Pennsylvania
$6.54M -$236K -761 -4%
NIP
1872
Nicholas Investment Partners
California
$6.54M – – –
GIM
1873
Gold Investment Management
Alberta, Canada
$6.52M -$26.7K -86 -0.4%
WC
1874
Waterloo Capital
Texas
$6.51M +$326K +1,050 +6%
TWP
1875
Triad Wealth Partners
Kansas
$6.51M +$456K +1,469 +9%
73 74
75
76 77