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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NIC
2551
Northwest Investment Counselors
Oregon
$332K +$190 +2 +0.1%
PWM
2552
PRW Wealth Management
Massachusetts
$331K -$2.47K -26 -0.7%
HWM
2553
Howard Wealth Management
Connecticut
$330K -$4.74K -50 -1%
QCMC
2554
Quantum Capital Management (California)
California
$329K +$1.23K +13 +0.4%
FNC
2555
First National Corp
Massachusetts
$328K +$74.4K +784 +29%
CA
2556
Crewe Advisors
Utah
$326K – – –
SNBOSD
2557
Security National Bank of So Dak
Iowa
$325K – – –
WCA
2558
Windsor Creek Advisors
Vermont
$323K -$357K -3,760 -52%
ACM
2559
AUA Capital Management
Pennsylvania
$323K -$83K -875 -20%
HCA
2560
Heck Capital Advisors
Wisconsin
$322K +$76.5K +806 +31%
NED
2561
Nancy E. Dempze
$321K -$285K -3,000 -47%
BWM
2562
BT Wealth Management
Georgia
$321K – – –
SWG
2563
Summit Wealth Group
Vermont
$321K +$23.7K +250 +8%
CWM
2564
Centric Wealth Management
Illinois
$320K -$74.8K -788 -19%
SA
2565
Silversage Advisors
California
$320K +$285 +3 +0.1%
HHAM
2566
HITE Hedge Asset Management
Massachusetts
$319K – – –
CWC
2567
Carolinas Wealth Consulting
North Carolina
$318K +$70.5K +743 +28%
SVCP
2568
Silicon Valley Capital Partners
California
$316K +$83.6K +881 +36%
IGGA
2569
Iron Gate Global Advisors
Utah
$316K +$318K +3,355 New
HA
2570
HC Advisors
Georgia
$316K +$319K +3,358 New
BBA
2571
Braun-Bostich & Associates
Pennsylvania
$314K – – –
MPW
2572
MA Private Wealth
California
$314K +$759 +8 +0.2%
AO
2573
Advisor OS
Illinois
$314K +$317K +3,339 New
MCM
2574
Marathon Capital Management
Maryland
$311K +$22K +232 +8%
PIA
2575
Powell Investment Advisors
Florida
$310K – – –
101 102
103
104 105