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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RVPG
2551
Relative Value Partners Group
$927K -$85.6K -625 -8%
WP
2552
WealthSpring Partners
California
$926K -$29.6K -216 -3%
XS
2553
XR Securities
Illinois
$923K +$971K +7,085 New
GWS
2554
Glassman Wealth Services
Virginia
$923K +$29.7K +217 +3%
PWC
2555
PYA Waltman Capital
Tennessee
$922K +$155K +1,133 +19%
KFA
2556
Kelleher Financial Advisors
New York
$921K +$822 +6 +0.1%
SP
2557
Successful Portfolios
Florida
$919K -$80.4K -587 -8%
GA
2558
Gateway Advisory
New Jersey
$919K -$39K -285 -4%
AAP
2559
Arax Advisory Partners
Colorado
$915K -$24.3K -177 -2%
BA
2560
Bluesphere Advisors
Pennsylvania
$914K +$711K +5,189 +284%
AGAM
2561
Audent Global Asset Management
California
$914K +$52.8K +385 +6%
CWP
2562
Core Wealth Partners
California
$914K -$25.3K -185 -3%
DA
2563
Denali Advisors
California
$912K -$54.8K -400 -5%
MIC
2564
Meridian Investment Counsel
California
$912K – – –
HWP
2565
Highline Wealth Partners
California
$911K +$115K +836 +14%
CIA
2566
Cladis Investment Advisory
Montana
$909K +$13.7K +100 +1%
EBSAM
2567
Eubel Brady & Suttman Asset Management
Ohio
$909K +$5.62K +41 +0.6%
FCB
2568
First Command Bank
Texas
$904K -$1.37K -10 -0.1%
FCFS
2569
First Command Financial Services
Texas
$904K -$1.37K -10 -0.1%
SWP
2570
Summit Wealth Partners
Florida
$904K +$279K +2,033 +41%
SB
2571
Sunflower Bank
Texas
$902K -$57.4K -419 -6%
SCA
2572
Sippican Capital Advisors
Massachusetts
$901K -$13.7K -100 -1%
CICI
2573
Capital Investment Counsel Inc
North Carolina
$899K -$79.5K -580 -8%
WFG
2574
Wills Financial Group
Virginia
$899K +$150K +1,092 +19%
SHFA
2575
SC&H Financial Advisors
Maryland
$897K +$17.7K +129 +2%
101 102
103
104 105