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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
2601
Medallion Wealth Advisors
Connecticut
$2.79M +$111K +367 +4%
WIM
2602
Walsky Investment Management
Pennsylvania
$2.79M +$166K +548 +6%
PWC
2603
PYA Waltman Capital
Tennessee
$2.79M -$993K -3,273 -26%
PAS
2604
PKS Advisory Services
New York
$2.79M +$1.23M +4,050 +75%
KMWM
2605
Keudell/Morrison Wealth Management
Oregon
$2.79M +$179K +590 +7%
DWM
2606
Drive Wealth Management
Utah
$2.78M -$113K -371 -4%
SCM
2607
Spreng Capital Management
Ohio
$2.78M -$133K -439 -4%
SNBOSD
2608
Security National Bank of So Dak
Iowa
$2.78M -$7.59K -25 -0.3%
DWM
2609
Ducere Wealth Management
California
$2.77M -$202K -667 -7%
TB
2610
Terril Brothers
Missouri
$2.77M -$58.6K -193 -2%
HNWAG
2611
High Net Worth Advisory Group
Florida
$2.77M -$172K -567 -6%
AHIA
2612
Andrew Hill Investment Advisors
Florida
$2.77M -$3.77M -12,431 -57%
CPC
2613
Cadia Private Client
New Jersey
$2.76M +$135K +446 +5%
FMN
2614
Financial Management Network
California
$2.76M -$10.3K -34 -0.4%
TPW
2615
Talon Private Wealth
Florida
$2.75M +$2.84M +9,365 New
NAMNJ
2616
NorthStar Asset Management (New Jersey)
New Jersey
$2.75M -$136K -447 -5%
MSCM
2617
McElhenny Sheffield Capital Management
Texas
$2.75M +$51.3K +169 +2%
MTC
2618
Matrix Trust Company
Colorado
$2.75M -$11.5K -38 -0.4%
QFA
2619
Quantum Financial Advisors
California
$2.74M +$1.82K +6 +0.1%
SCM
2620
Sunbeam Capital Management
Georgia
$2.74M +$120K +394 +4%
FA
2621
Faithward Advisors
Pennsylvania
$2.74M -$36.4K -120 -1%
BDF
2622
Black Diamond Financial
Maryland
$2.74M +$2.73K +9 +0.1%
COCM
2623
Charter Oak Capital Management
New Hampshire
$2.73M -$211K -694 -7%
NEWAS
2624
N.E.W. Advisory Services
Wisconsin
$2.73M -$9.41K -31 -0.3%
MCI
2625
MRP Capital Investments
Georgia
$2.73M +$74.4K +245 +3%
103 104
105
106 107