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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
2626
Phillips Wealth Planners
Mississippi
$1.54M +$96.8K +495 +7%
DFS
2627
Dixon Fnancial Services
California
$1.54M – – –
FM
2628
Freemont Management
Switzerland
$1.54M -$7.33M -37,500 -83%
GHAM
2629
Gilman Hill Asset Management
Connecticut
$1.54M -$311K -1,591 -17%
OL
2630
OneFund LLC
Florida
$1.53M +$13.5K +69 +0.9%
QIM
2631
Quest Investment Management
Oregon
$1.53M +$1.25M +6,386 +546%
NWM
2632
Northwest Wealth Management
Iowa
$1.53M +$7.23K +37 +0.5%
UF
2633
Univest Financial
Pennsylvania
$1.52M -$56.1K -287 -4%
WG
2634
Wealth Group
North Carolina
$1.52M -$5.08K -26 -0.3%
HWP
2635
Highline Wealth Partners
California
$1.52M +$53.6K +274 +4%
ACM
2636
Armbruster Capital Management
New York
$1.52M +$63.3K +324 +5%
FCA
2637
Fortis Capital Advisors
Kansas
$1.52M +$97.8K +500 +7%
GA
2638
Greenhaven Associates
New York
$1.52M -$903M -4,618,884 -100%
TC
2639
Trilogy Capital
California
$1.52M +$923K +4,722 +170%
AWM
2640
AllSquare Wealth Management
New York
$1.52M +$31.7K +162 +2%
CICI
2641
Capital Investment Counsel Inc
North Carolina
$1.51M +$9.78K +50 +0.7%
SHFA
2642
SC&H Financial Advisors
Maryland
$1.51M +$35K +179 +2%
GFA
2643
Gallagher Fiduciary Advisors
Illinois
$1.51M +$157K +804 +12%
HG
2644
Herbst Group
Connecticut
$1.51M -$156K -800 -10%
AAIM
2645
Asset Advisors Investment Management
Georgia
$1.51M +$1.46M +7,457 New
GWM
2646
Gray Wealth Management
Maine
$1.51M +$92.5K +473 +7%
CP
2647
Covenant Partners
Tennessee
$1.51M – – –
EWS
2648
Evergreen Wealth Solutions
Pennsylvania
$1.51M -$242K -1,239 -14%
AF
2649
Affiance Financial
Minnesota
$1.51M +$58.6K +300 +4%
RFG
2650
RFP Financial Group
Georgia
$1.5M -$93.6K -479 -6%
104 105
106
107 108