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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2901
Sendero Wealth Management
Texas
$508K -$12.6M -85,240 -96%
SCM
2902
Stonehearth Capital Management
Massachusetts
$506K -$60.4K -409 -10%
WW
2903
Waterfront Wealth
Kansas
$506K +$265K +1,794 +89%
FNC
2904
First National Corp
Massachusetts
$504K +$590 +4 +0.1%
TIM
2905
Total Investment Management
Arizona
$504K +$3.98K +27 +0.7%
FAG
2906
Financial Advisory Group
Texas
$504K +$20.8K +141 +4%
MF
2907
Montis Financial
Massachusetts
$503K -$237K -1,605 -30%
CI
2908
Cavalier Investments
Georgia
$502K +$32.3K +219 +6%
IGGA
2909
Iron Gate Global Advisors
Utah
$502K +$37.5K +254 +7%
WW
2910
Westshore Wealth
California
$502K +$66.7K +452 +14%
DWA
2911
Dougherty Wealth Advisers
Minnesota
$501K – – –
BWM
2912
BT Wealth Management
Georgia
$501K +$4.13K +28 +0.8%
PP
2913
Patron Partners
Texas
$501K +$17.7K +120 +3%
FCT
2914
First Community Trust
Iowa
$500K +$5.17K +35 +1%
FWP
2915
Firethorn Wealth Partners
Georgia
$500K +$140K +949 +35%
HI
2916
Harper Investing
California
$500K +$541K +3,668 New
RWA
2917
Redmont Wealth Advisors
Illinois
$498K +$91.5K +620 +20%
HAS
2918
Holland Advisory Services
Florida
$497K – – –
LP
2919
Lloyd Park
Illinois
$495K -$567K -3,844 -51%
NA
2920
Nottingham Advisors
New York
$495K -$7.38K -50 -1%
NIC
2921
Northwest Investment Counselors
Oregon
$494K -$48.9K -331 -8%
MSU
2922
Mizuho Securities USA
New York
$489K -$1.3M -8,778 -71%
RGC
2923
Roberts, Glore & Co
Illinois
$489K +$28.8K +195 +6%
SICM
2924
Sustainable Insight Capital Management
New York
$489K +$49K +332 +10%
CWM
2925
Cranbrook Wealth Management
Michigan
$484K -$10.3K -70 -2%
115 116
117
118 119