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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
2676
Gitterman Wealth Management
New Jersey
$596K – – –
SWK
2677
Stephen W. Kidder
$595K – – –
APC
2678
Aspire Private Capital
North Carolina
$594K -$6.58K -42 -1%
SNBOSCI
2679
Security National Bank of Sioux City Iowa
Iowa
$594K +$7.05K +45 +1%
CWM
2680
Cranbrook Wealth Management
Michigan
$593K +$11K +70 +2%
RBCM
2681
Raub Brock Capital Management
California
$592K – – –
PP
2682
Patron Partners
Texas
$592K +$4.23K +27 +0.8%
SPWG
2683
Sage Private Wealth Group
Illinois
$591K +$5.02K +32 +0.9%
HCA
2684
Heck Capital Advisors
Wisconsin
$590K -$9.72K -62 -2%
CG
2685
Cutler Group
California
$589K -$17M -108,727 -97%
GC
2686
Grace Capital
Massachusetts
$589K -$16K -102 -3%
TPW
2687
Tiller Private Wealth
Pennsylvania
$587K +$157 +1 +0%
SLA
2688
Silver Lake Advisory
Utah
$585K – – –
FSC
2689
Full Sail Capital
Oklahoma
$584K – – –
SWG
2690
Summit Wealth Group
Vermont
$584K +$21.3K +136 +4%
MHI
2691
Miller Howard Investments
New York
$582K +$5.64K +36 +1%
GAM
2692
Gould Asset Management
California
$580K +$169K +1,080 +44%
TIM
2693
Total Investment Management
Arizona
$577K -$2.51K -16 -0.5%
SDH
2694
Sloy Dahl & Holst
Washington
$577K +$62.2K +397 +13%
LAI
2695
Legal Advantage Investments
California
$576K – – –
AIIMS
2696
Analyst IMS Investment Management Services
Israel
$575K +$34.6K +221 +7%
RF
2697
Robbins Farley
New Hampshire
$575K +$550K +3,511 New
VFP
2698
Verus Financial Partners
Virginia
$574K +$38.9K +248 +8%
CHA
2699
Cooper/Haims Advisors
New York
$573K – – –
CI
2700
Clal Insurance
Israel
$573K +$235K +1,500 +75%
106 107
108
109 110