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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
2501
Meridian Investment Counsel
California
$836K – – –
AWM
2502
Avondale Wealth Management
Texas
$835K +$94.1K +600 +13%
RWM
2503
Reston Wealth Management
Virginia
$834K +$5.96K +38 +0.8%
HCP
2504
Hexagon Capital Partners
Arkansas
$828K -$2.82K -18 -0.4%
AWMT
2505
AAFMAA Wealth Management & Trust
North Carolina
$827K -$3.86M -24,622 -83%
WA
2506
Winfield Associates
Ohio
$824K +$39.2K +250 +5%
FP
2507
Financial Perspectives
Minnesota
$824K +$28.4K +181 +4%
FVWA
2508
Foster Victor Wealth Advisors
South Carolina
$822K -$33.5K -214 -4%
VF
2509
Virtu Financial
New York
$822K +$787K +5,020 New
GWM
2510
Gray Wealth Management
Maine
$821K +$6.43K +41 +0.8%
BCM
2511
Brown Capital Management
Maryland
$818K -$201K -1,285 -20%
GA
2512
Greenhaven Associates
New York
$818K – – –
HA
2513
HYA Advisors
Missouri
$818K +$1.25K +8 +0.2%
GWS
2514
Glassman Wealth Services
Virginia
$816K +$80.6K +514 +11%
VFPI
2515
Vantage Financial Partners (Illinois)
Illinois
$814K -$15.7K -100 -2%
GP
2516
Geneva Partners
Wisconsin
$813K -$505K -3,220 -39%
ICP
2517
Interchange Capital Partners
Pennsylvania
$813K -$111K -710 -13%
BIMC
2518
Benson Investment Management Company
Virginia
$810K – – –
SEP
2519
Southland Equity Partners
Missouri
$809K +$93.4K +596 +14%
OHU
2520
Odey Holdings (UK)
United Kingdom
$809K +$336K +2,142 +77%
IWN
2521
Independent Wealth Network
Iowa
$809K +$744K +4,746 New
AFG
2522
Arkansas Financial Group
Arkansas
$808K -$25.7K -164 -3%
SWA
2523
Sax Wealth Advisors
New Jersey
$808K -$5.64K -36 -0.7%
BEI
2524
Benjamin Edwards Inc
Missouri
$807K +$204K +1,301 +36%
DIM
2525
Delta Investment Management
California
$805K +$157 +1 +0%
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101
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