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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
2651
Strait & Sound Wealth Management
California
$2.92M +$44.9K +145 +2%
LAIC
2652
Lederer & Associates Investment Counsel
California
$2.91M +$12.4K +40 +0.4%
AA
2653
Altman Advisors
Illinois
$2.91M -$31K -100 -1%
MCI
2654
MRP Capital Investments
Georgia
$2.91M -$53.3K -172 -2%
CCA
2655
Cora Capital Advisors
New Jersey
$2.91M +$125K +404 +5%
FMN
2656
Financial Management Network
California
$2.91M +$15.5K +50 +0.6%
NL
2657
Navalign LLC
California
$2.9M -$38.1K -123 -1%
CF
2658
Claris Financial
Virginia
$2.9M +$6.19K +20 +0.2%
SDWMA
2659
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.9M +$618K +1,995 +29%
IF
2660
IRON Financial
Illinois
$2.9M +$41.5K +134 +2%
NWAG
2661
Net Worth Advisory Group
Utah
$2.89M +$117K +379 +4%
CPC
2662
Cadia Private Client
New Jersey
$2.88M +$2.77M +8,953 New
LEA
2663
Legacy Edge Advisors
New York
$2.88M -$40.6K -131 -1%
LGA
2664
Lebenthal Global Advisors
New York
$2.88M +$747K +2,413 +37%
SFM
2665
Signet Financial Management
New Jersey
$2.88M +$3.71K +12 +0.1%
WIM
2666
Walsky Investment Management
Pennsylvania
$2.88M +$2.77M +8,938 New
SCM
2667
Sunbeam Capital Management
Georgia
$2.88M +$18.6K +60 +0.7%
GDP
2668
Great Diamond Partners
Maine
$2.87M +$16.1K +52 +0.6%
IIM
2669
InTrack Investment Management
Vermont
$2.87M +$107K +346 +4%
CH
2670
Cromwell Holdings
Wyoming
$2.87M – – –
MAM
2671
MWA Asset Management
Massachusetts
$2.87M -$184K -593 -6%
1IA
2672
1620 Investment Advisors
Massachusetts
$2.87M -$310K -1,000 -10%
KMWM
2673
Keudell/Morrison Wealth Management
Oregon
$2.86M +$2.75M +8,884 New
NFSG
2674
Newbridge Financial Services Group
Florida
$2.86M +$937K +3,027 +52%
SIC
2675
Samalin Investment Counsel
New York
$2.86M -$104K -337 -4%
105 106
107
108 109