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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
2276
Family Management
New York
$388K -$90.6K -850 -18%
QCMC
2277
Quantum Capital Management (California)
California
$386K +$79.5K +746 +23%
DSAM
2278
Dock Street Asset Management
Florida
$385K – – –
SAM
2279
Seelaus Asset Management
New Jersey
$383K – – –
MFW
2280
Mosaic Family Wealth
Missouri
$381K – – –
RCA
2281
Rowland Carmichael Advisors
Arizona
$380K +$415K +3,893 New
FVWA
2282
Foster Victor Wealth Advisors
South Carolina
$379K +$414K +3,887 New
CAM
2283
Claret Asset Management
Quebec, Canada
$378K -$24.4K -229 -6%
UWPG
2284
Ullmann Wealth Partners Group
Florida
$378K +$59.5K +558 +17%
TF
2285
Trek Financial
Arizona
$376K +$411K +3,853 New
EBSAM
2286
Eubel Brady & Suttman Asset Management
Ohio
$375K +$24.6K +231 +6%
ACM
2287
AUA Capital Management
Pennsylvania
$373K – – –
CW
2288
CreativeOne Wealth
Kansas
$373K +$407K +3,818 New
PHAM
2289
Palisades Hudson Asset Management
Florida
$370K – – –
CIAS
2290
Capital Investment Advisory Services
North Carolina
$369K -$5.33K -50 -1%
CWSR
2291
Chessman Wealth Strategies RIA
Texas
$369K – – –
CSPIA
2292
Cary Street Partners Investment Advisory
Virginia
$367K +$401K +3,765 New
WA
2293
WP Advisors
California
$366K -$9.38K -88 -2%
CIA
2294
Cascade Investment Advisors
Oregon
$366K -$10.7K -100 -3%
WFWM
2295
Wechter Feldman Wealth Management
New Jersey
$364K – – –
F
2296
F3Logic
Minnesota
$364K +$398K +3,734 New
ATFA
2297
All Terrain Financial Advisors
Minnesota
$363K +$15K +141 +4%
AWA
2298
AmeriServ Wealth Advisors
Pennsylvania
$362K +$71.9K +675 +22%
MA
2299
Marshwinds Advisory
Georgia
$361K +$746 +7 +0.2%
BAMG
2300
Brand Asset Management Group
Missouri
$359K -$8.2K -77 -2%
90 91
92
93 94