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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
2726
1900 Wealth Management
Texas
$2.73M +$282K +907 +12%
LSIA
2727
LaSalle St. Investment Advisors
Illinois
$2.73M -$40.4K -130 -2%
SSWM
2728
Strait & Sound Wealth Management
California
$2.73M -$228K -733 -8%
OFS
2729
Orrstown Financial Services
Pennsylvania
$2.73M -$83.2K -268 -3%
EFH
2730
Eaton Financial Holdings
Florida
$2.72M +$99.4K +320 +4%
MAM
2731
Milestone Asset Management
Pennsylvania
$2.72M +$586K +1,888 +29%
WW
2732
Waterfront Wealth
Kansas
$2.72M -$4.97K -16 -0.2%
RFP
2733
Root Financial Partners
California
$2.72M +$269K +866 +12%
DRS
2734
Deane Retirement Strategies
Louisiana
$2.71M +$2.57M +8,280 New
CA
2735
Corrado Advisors
New Jersey
$2.71M -$10.2K -33 -0.4%
BTWM
2736
Baker Tilly Wealth Management
Wisconsin
$2.71M -$26.7K -86 -1%
CVM
2737
Cheviot Value Management
California
$2.71M +$31.1K +100 +1%
SAA
2738
Southeast Asset Advisors
Georgia
$2.71M +$621 +2 +0%
SCI
2739
Stableford Capital II
Arizona
$2.71M -$60.2K -194 -2%
OPTFSNA
2740
Old Point Trust & Financial Services N A
Virginia
$2.7M +$216K +695 +9%
WFI
2741
West Family Investments
California
$2.7M +$1.23M +3,955 +92%
FF
2742
Farrow Financial
Vermont
$2.7M +$34.2K +110 +1%
MMM
2743
Mendel Money Management
Illinois
$2.7M -$71.7K -231 -3%
QFW
2744
QTR Family Wealth
Florida
$2.7M +$304K +978 +13%
WI
2745
WrapManager Inc
California
$2.7M -$32.6K -105 -1%
NAG
2746
Northstar Advisory Group
New Jersey
$2.7M -$129K -415 -5%
PFS
2747
Physicians Financial Services
North Carolina
$2.69M – – –
WG
2748
Wealth Group
North Carolina
$2.69M +$1.14M +3,686 +81%
KCFA
2749
Key Client Fiduciary Advisors
New Jersey
$2.69M -$9.32K -30 -0.4%
GHAM
2750
Gilman Hill Asset Management
Connecticut
$2.68M +$142K +458 +6%
108 109
110
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