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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
2626
Regent Peak Wealth Advisors
Georgia
$663K +$17.8K +144 +3%
SCM
2627
SKBA Capital Management
California
$662K -$12.4K -100 -2%
CSI
2628
Cross Staff Investments
New York
$662K – – –
PCG
2629
Private Capital Group
Connecticut
$660K -$548K -4,422 -43%
SFP
2630
Sandbox Financial Partners
Maryland
$660K +$5.08K +41 +0.7%
CFD
2631
Creative Financial Designs
Indiana
$660K +$61.1K +493 +9%
GPWA
2632
Great Point Wealth Advisors
Massachusetts
$659K +$88K +710 +14%
WC
2633
Westhampton Capital
North Carolina
$658K +$158K +1,275 +28%
EFM
2634
E Fund Management
China
$657K +$8.3K +67 +1%
GWM
2635
Gray Wealth Management
Maine
$656K +$13.5K +109 +2%
BFA
2636
Buttonwood Financial Advisors
Maryland
$655K +$295K +2,381 +69%
SEIA
2637
Signature Estate & Investment Advisors
California
$653K -$211K -1,703 -23%
DTL
2638
Dynamic Technology Lab
Singapore
$653K +$718K +5,798 New
NFG
2639
Norris Financial Group
South Carolina
$653K +$127K +1,027 +22%
BSAM
2640
Blue Square Asset Management
New York
$651K -$389K -3,143 -35%
FMI
2641
F/M Investments
District of Columbia
$651K -$49.6K -400 -9%
NFP
2642
Narus Financial Partners
Utah
$650K +$133K +1,070 +23%
GIP
2643
Greatmark Investment Partners
Georgia
$649K +$31.2K +252 +5%
RA
2644
Rational Advisors
New York
$649K +$68.4K +552 +11%
VC
2645
Vicus Capital
Pennsylvania
$648K -$12.6K -102 -2%
GWS
2646
Glassman Wealth Services
Virginia
$648K +$52.3K +422 +8%
EBSAM
2647
Eubel Brady & Suttman Asset Management
Ohio
$647K +$3.35K +27 +0.5%
BPFA
2648
Barnes Pettey Financial Advisors
Mississippi
$646K -$1.49K -12 -0.2%
GDP
2649
Great Diamond Partners
Maine
$645K -$1.74M -14,034 -71%
WA
2650
WealthTrust Axiom
Pennsylvania
$644K +$248 +2 +0%
104 105
106
107 108