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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
UM
2251
Ulysses Management
New York
$3.77M – – –
VC
2252
Vicus Capital
Pennsylvania
$3.76M +$4.59K +18 +0.1%
WI
2253
WrapManager Inc
California
$3.75M -$345K -1,352 -9%
BFA
2254
Brendel Financial Advisors
New Hampshire
$3.74M -$121K -475 -4%
PFT
2255
Providence First Trust
Arizona
$3.73M +$739K +2,897 +29%
BB
2256
Burford Brothers
Texas
$3.73M +$2.3K +9 +0.1%
AIM
2257
Aigen Investment Management
New York
$3.73M +$1.05M +4,106 +47%
CIM
2258
Caldwell Investment Management
Ontario, Canada
$3.68M – – –
MCM
2259
Morton Capital Management
California
$3.67M +$256K +1,004 +9%
GWM
2260
Greenwich Wealth Management
Connecticut
$3.67M +$1.79K +7 +0.1%
JWM
2261
Jeppson Wealth Management
California
$3.67M -$182K -715 -5%
GSWM
2262
Golden State Wealth Management
California
$3.67M -$64.1K -251 -2%
AWA
2263
Acorn Wealth Advisors
Michigan
$3.66M +$39.3K +154 +1%
PMFA
2264
Plante Moran Financial Advisors
Michigan
$3.66M -$45.9K -180 -1%
CPA
2265
Court Place Advisors
Maryland
$3.66M -$54.4K -213 -2%
FPCP
2266
Fort Point Capital Partners
California
$3.66M +$170K +666 +6%
PFM
2267
Patton Fund Management
Texas
$3.65M -$2.61M -10,241 -45%
OMIC
2268
Old Mission Investment Co
Michigan
$3.65M +$211K +827 +7%
WA
2269
WBH Advisory
Maryland
$3.65M -$366K -1,436 -10%
CPSC
2270
Carl P. Sherr & Co
Massachusetts
$3.65M -$87.5K -343 -3%
DTC
2271
Davidson Trust Company
Washington
$3.65M -$65.3K -256 -2%
GCA
2272
Gallagher Capital Advisors
Texas
$3.65M -$22.2K -87 -0.7%
JSAM
2273
J. Safra Asset Management
New York
$3.65M +$827K +3,240 +35%
AA
2274
Aire Advisors
California
$3.64M +$55.6K +218 +2%
EWA
2275
Etesian Wealth Advisors
Oregon
$3.63M -$165K -648 -5%
89 90
91
92 93