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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
2551
Fort Point Capital Partners
California
$2.91M +$308K +1,015 +11%
FCFC
2552
First Citizens Financial Corp
Iowa
$2.91M – – –
TC
2553
Trust Company
Kansas
$2.9M +$24.9K +82 +0.8%
PIA
2554
Powell Investment Advisors
Florida
$2.9M – – –
PCS
2555
Personal CFO Solutions
New Jersey
$2.9M -$137K -453 -4%
SWM
2556
SHP Wealth Management
Massachusetts
$2.89M -$253K -834 -8%
CCM
2557
Compass Capital Management
Minnesota
$2.89M -$38.8K -128 -1%
SWK
2558
Stephen W. Kidder
$2.88M -$60.7K -200 -2%
SRC
2559
Sage Rhino Capital
California
$2.88M -$6.37K -21 -0.2%
RSVP
2560
Ramsay Stattman Vela & Price
Colorado
$2.88M -$24.3K -80 -0.8%
EWM
2561
Elmwood Wealth Management
California
$2.88M -$71.6K -236 -2%
SP
2562
SmartHarvest Portfolios
Washington
$2.88M -$818K -2,695 -22%
NCM
2563
Neumann Capital Management
California
$2.88M -$155K -510 -5%
ACL
2564
Applied Capital LLC
Florida
$2.88M -$163K -538 -5%
SCA
2565
Sandy Cove Advisors
Massachusetts
$2.87M +$9.71K +32 +0.3%
RWA
2566
Redhawk Wealth Advisors
Minnesota
$2.87M -$45.8K -151 -2%
TVWM
2567
Tower View Wealth Management
Wisconsin
$2.87M +$29.7K +98 +1%
CFG
2568
CKW Financial Group
Hawaii
$2.87M +$2.43K +8 +0.1%
CG
2569
Corundum Group
Colorado
$2.87M +$22.2K +73 +0.8%
CCM
2570
CFO Capital Management
Connecticut
$2.87M +$91.3K +301 +3%
BCM
2571
Bannerstone Capital Management
Minnesota
$2.86M -$7.89K -26 -0.3%
LB
2572
Legacy Bridge
Iowa
$2.86M +$16.7K +55 +0.6%
SA
2573
SJBenen ADVISORY
North Carolina
$2.85M +$177K +582 +6%
TP
2574
TritonPoint Partners
Maryland
$2.85M +$635K +2,093 +28%
AMPWP
2575
Alvarez & Marsal Private Wealth Partners
Florida
$2.84M +$1.66M +5,457 +130%
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