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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
XSC
2051
X-Square Capital
Puerto Rico
$500K +$474K +4,679 New
CA
2052
Continuum Advisory
Idaho
$498K +$22.2K +219 +5%
EIA
2053
Edgemoor Investment Advisors
Maryland
$497K -$51.2K -506 -10%
EWM
2054
Empirical Wealth Management
Washington
$497K +$104K +1,031 +28%
TIA
2055
Tandem Investment Advisors
South Carolina
$493K +$175K +1,732 +60%
MWVC
2056
Morgens Waterfall Vintiadis & Co
New York
$489K +$463K +4,575 New
GC
2057
Gratry & Company
Ohio
$485K -$128K -1,266 -22%
APSI
2058
Asset Planning Services Inc
Louisiana
$485K
OIA
2059
OneDigital Investment Advisors
Kansas
$485K +$342K +3,379 +292%
RPAM
2060
Rhenman & Partners Asset Management
Sweden
$483K -$114K -1,123 -20%
FRA
2061
Front Row Advisors
California
$480K +$454K +4,485 New
DA
2062
Doliver Advisors
Texas
$479K -$146K -1,445 -24%
CI
2063
Cambiar Investors
Colorado
$475K -$13.1K -129 -3%
CF
2064
Copperwynd Financial
Arizona
$475K +$450K +4,443 New
SP
2065
Successful Portfolios
Florida
$475K +$450K +4,445 New
MWM
2066
Modera Wealth Management
New Jersey
$472K +$83.9K +829 +23%
SICM
2067
Sustainable Insight Capital Management
New York
$471K +$111K +1,100 +33%
Twin Tree Management
2068
Twin Tree Management
Texas
$470K +$445K +4,393 New
DIP
2069
DT Investment Partners
Pennsylvania
$469K +$89.7K +886 +25%
CCM
2070
Cribstone Capital Management
Maine
$464K +$18.6K +184 +4%
RSVP
2071
Ramsay Stattman Vela & Price
Colorado
$461K +$11.6K +115 +3%
SIM
2072
Sterling Investment Management
Arizona
$458K +$434K +4,283 New
WWMSC
2073
Wagner Wealth Management (South Carolina)
South Carolina
$454K +$415K +4,099 New
BGC
2074
Blue Granite Capital
South Carolina
$452K -$2.26M -22,340 -84%
EBSAM
2075
Eubel Brady & Suttman Asset Management
Ohio
$451K