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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WDG
2676
Wealth Dimensions Group
Ohio
$889K -$36.1K -241 -4%
AIA
2677
Angeles Investment Advisors
California
$888K -$400K -2,671 -30%
GF
2678
Gries Financial
Ohio
$887K -$1.62M -10,819 -64%
IIM
2679
InTrack Investment Management
Vermont
$887K -$79.1K -528 -8%
PL
2680
Plancorp LLC
Missouri
$885K -$70.2K -468 -7%
HAS
2681
HBW Advisory Services
California
$885K +$66.6K +444 +8%
GCS
2682
Gordian Capital (Singapore)
Singapore
$883K +$127K +844 +16%
SFM
2683
Systematic Financial Management
New Jersey
$881K – – –
FHC
2684
First Heartland Consultants
Missouri
$880K +$36.9K +246 +4%
SMWM
2685
Silvia McColl Wealth Management
California
$879K -$83.6K -558 -8%
HCP
2686
Hexagon Capital Partners
Arkansas
$878K -$343K -2,289 -27%
CCA
2687
Cravens & Co Advisors
Tennessee
$878K +$23.5K +157 +3%
TA
2688
TrueWealth Advisors
Alabama
$878K +$288K +1,923 +47%
VCM
2689
Vivaldi Capital Management
Illinois
$877K -$41.8K -279 -4%
BAM
2690
Beaumont Asset Management
Texas
$874K -$4.2K -28 -0.5%
CF
2691
Clarity Financial
Texas
$874K +$347K +2,313 +62%
DIP
2692
Davis Investment Partners
North Carolina
$873K – – –
RMCM
2693
Reynders McVeigh Capital Management
Massachusetts
$872K -$91.1K -608 -9%
SL
2694
Salomon & Ludwin
Virginia
$872K +$19.3K +129 +2%
CF
2695
Concorde Financial
Texas
$870K -$6.02M -40,186 -87%
CA
2696
Centerpoint Advisors
Massachusetts
$870K +$150 +1 +0%
BFA
2697
Buttonwood Financial Advisors
Maryland
$869K +$13.8K +92 +2%
APW
2698
Aurora Private Wealth
New Jersey
$869K -$75.9K -506 -8%
PFA
2699
Pathway Financial Advisors
Vermont
$868K -$3.9K -26 -0.4%
PWAC
2700
Private Wealth Advisors (California)
California
$868K -$16.8K -112 -2%
106 107
108
109 110