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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
2526
Cooper Financial Group
California
$1.09M -$600 -4 -0.1%
MS
2527
Madden Securities
Texas
$1.09M -$150K -1,000 -12%
LFM
2528
Lumina Fund Management
New York
$1.09M – – –
AA
2529
Alta Advisers
United Kingdom
$1.09M – – –
SIP
2530
Stoneridge Investment Partners
Pennsylvania
$1.09M -$49.6K -331 -4%
BWP
2531
Balboa Wealth Partners
Arizona
$1.09M +$49.6K +331 +5%
RLWM
2532
RF&L Wealth Management
Massachusetts
$1.09M – – –
RW
2533
REDW Wealth
New Mexico
$1.09M +$450 +3 +0%
PWP
2534
Pursue Wealth Partners
California
$1.09M -$1.95K -13 -0.2%
FPWM
2535
FSB Premier Wealth Management
Iowa
$1.08M +$20.5K +137 +2%
DMBA
2536
Deseret Mutual Benefit Administrators
Utah
$1.08M -$216K -1,440 -16%
AP
2537
Atwood & Palmer
Missouri
$1.08M -$75K -500 -6%
AWG
2538
Altus Wealth Group
Colorado
$1.08M -$24.4K -163 -2%
TWM
2539
Thrive Wealth Management
Pennsylvania
$1.08M +$57.9K +386 +5%
PWP
2540
Phillips Wealth Planners
Mississippi
$1.08M +$5.4K +36 +0.5%
SW
2541
Solidarity Wealth
Utah
$1.08M -$174K -1,159 -13%
LWM
2542
Lionsbridge Wealth Management
Florida
$1.08M -$899 -6 -0.1%
PSFG
2543
Prairie Sky Financial Group
Illinois
$1.07M +$22.8K +152 +2%
FMN
2544
Financial Management Network
California
$1.07M +$3.3K +22 +0.3%
LIA
2545
LBMC Investment Advisors
Tennessee
$1.07M – – –
FVWA
2546
Foster Victor Wealth Advisors
South Carolina
$1.07M -$94.7K -632 -8%
COCM
2547
Charter Oak Capital Management
New Hampshire
$1.07M -$5.4K -36 -0.5%
IIM
2548
Ironwood Investment Management
Massachusetts
$1.06M – – –
EBA
2549
Eagle Bay Advisors
New York
$1.06M +$246K +1,639 +29%
DCM
2550
Driehaus Capital Management
Illinois
$1.06M -$137K -915 -11%
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