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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
2576
Schneider Downs Wealth Management Advisors
Pennsylvania
$655K -$143K -1,245 -17%
LF
2577
Lantz Financial
Illinois
$655K +$135K +1,177 +23%
RIM
2578
Redwood Investment Management
Arizona
$655K +$449K +3,913 +166%
WCA
2579
Waypoint Capital Advisors
Minnesota
$654K -$28.5K -248 -4%
WMC
2580
Westwood Management Corporation
Illinois
$654K – – –
PFA
2581
Pathway Financial Advisors
Vermont
$653K -$4.13K -36 -0.6%
CHP
2582
Cable Hill Partners
Oregon
$651K -$74.4K -648 -9%
TLP
2583
Trinity Legacy Partners
Texas
$651K -$56.2K -490 -7%
SC
2584
Solstein Capital
California
$651K +$115 +1 +0%
OLA
2585
Oliver Luxxe Assets
New Jersey
$648K -$8.49K -74 -1%
BCM
2586
Brown Capital Management
Maryland
$648K -$3.1K -27 -0.4%
KIC
2587
Keating Investment Counselors
Florida
$648K – – –
RP
2588
Riverbridge Partners
Minnesota
$648K – – –
BWA
2589
Bordeaux Wealth Advisors
California
$648K +$5.39K +47 +0.8%
IUHSA
2590
Itau Unibanco Holding S.A.
Brazil
$646K -$21.3M -185,886 -97%
TVAMP
2591
Tennessee Valley Asset Management Partners
Tennessee
$646K -$77.1K -672 -10%
WDG
2592
Wealth Dimensions Group
Ohio
$646K -$19.9K -173 -3%
MAG
2593
MRA Advisory Group
New Jersey
$646K +$82.5K +719 +13%
RMCM
2594
Reynders McVeigh Capital Management
Massachusetts
$645K -$93.1K -811 -12%
HWP
2595
Highline Wealth Partners
California
$644K +$707K +6,158 New
KCM
2596
KLK Capital Management
California
$642K +$705K +6,145 New
CC
2597
Centiva Capital
New York
$640K -$5.7M -49,649 -89%
GWS
2598
Glassman Wealth Services
Virginia
$640K +$42.5K +370 +6%
MHR
2599
Matthew Hamilton Rosenberg
$639K +$33.5K +292 +5%
RPWA
2600
Regent Peak Wealth Advisors
Georgia
$638K +$25K +218 +4%
102 103
104
105 106