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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1851
Graham Capital Management
Connecticut
$937K -$179K -1,584 -16%
PFA
1852
Paradigm Financial Advisors
Missouri
$937K
RP
1853
Rowlandmiller & Partners
Georgia
$927K -$11.3K -100 -1%
CAS
1854
Cue Advisory Services
Arizona
$926K +$140K +1,234 +17%
FFW
1855
Fusion Family Wealth
New York
$925K -$43.7K -386 -4%
IWP
1856
Icon Wealth Partners
Texas
$918K -$201K -1,777 -18%
GWCM
1857
Godshalk Welsh Capital Management
Pennsylvania
$913K
BFA
1858
Beaumont Financial Advisors
Massachusetts
$913K +$248K +2,194 +36%
PIC
1859
Portland Investment Counsel
Ontario, Canada
$912K -$226K -2,000 -19%
KWA
1860
KCS Wealth Advisory
California
$911K +$156K +1,377 +19%
DWM
1861
Darwin Wealth Management
Florida
$908K +$200K +1,768 +27%
WC
1862
Whitnell & Co
Illinois
$907K +$64.5K +570 +7%
PWPS
1863
Pinnacle Wealth Planning Services
Ohio
$902K +$646K +5,705 +228%
ACA
1864
Atlas Capital Advisors
Wyoming
$898K +$925K +8,166 New
GIM
1865
Groesbeck Investment Management
New Jersey
$894K
PSC
1866
Prentiss Smith & Co
Vermont
$893K +$11.8K +104 +1%
IWC
1867
Integrated Wealth Concepts
Massachusetts
$893K +$35.1K +310 +4%
OIM
1868
Opus Investment Management
Massachusetts
$891K +$917K +8,100 New
HA
1869
Harbor Advisors
Florida
$880K
GLI
1870
Guardian Life Insurance
New York
$878K -$386K -3,410 -30%
UAS
1871
United Asset Strategies
New York
$876K +$18.1K +160 +2%
LI
1872
Lafayette Investments
Maryland
$874K +$3.96K +35 +0.4%
TCB
1873
Texas Capital Bancshares
Texas
$873K -$26.8K -237 -3%
PCM
1874
Perritt Capital Management
Illinois
$872K -$5.66K -50 -0.6%
KSA
1875
Ken Stern & Associates
California
$872K +$2.94K +26 +0.3%