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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IPAM
3001
Investment Partners Asset Management
New Jersey
$1.38M +$26.5K +104 +2%
A
3002
AlphaQuest
New York
$1.38M +$1.44M +5,633 New
WWC
3003
Waypoint Wealth Counsel
Georgia
$1.38M -$434K -1,703 -23%
LAI
3004
Legal Advantage Investments
California
$1.37M -$12.7K -50 -0.9%
SWM
3005
Sendero Wealth Management
Texas
$1.37M -$29.8K -117 -2%
SFWC
3006
Strategic Family Wealth Counselors
New Jersey
$1.37M +$55.8K +219 +4%
AGC
3007
Aspen Grove Capital
Colorado
$1.37M +$85.2K +334 +6%
CG
3008
Clarus Group
Texas
$1.37M -$729K -2,860 -34%
SFB
3009
STAR Financial Bank
Indiana
$1.37M -$21.4K -84 -1%
NFA
3010
Northwest Financial Advisors
Virginia
$1.37M -$40.3K -158 -3%
DCM
3011
Driehaus Capital Management
Illinois
$1.37M -$17.8K -70 -1%
BF
3012
Baring Financial
Washington
$1.36M -$11K -43 -0.8%
FC
3013
Financial Council
Maryland
$1.36M -$13.5K -53 -0.9%
BWA
3014
Burt Wealth Advisors
Maryland
$1.36M +$56.1K +220 +4%
EW
3015
Element Wealth
Mississippi
$1.36M -$43.3K -170 -3%
YIM
3016
Yoffe Investment Management
Pennsylvania
$1.36M +$1.27K +5 +0.1%
UIM
3017
Unified Investment Management
Georgia
$1.36M -$303K -1,187 -18%
SPWM
3018
Spartan Planning & Wealth Management
North Carolina
$1.36M -$48.2K -189 -3%
SI
3019
Severin Investments
Missouri
$1.36M -$341K -1,339 -19%
CA
3020
Cambridge Advisors
Nebraska
$1.36M – – –
ATFA
3021
All Terrain Financial Advisors
Minnesota
$1.36M -$2.55M -9,997 -64%
PWAC
3022
Private Wealth Advisors (California)
California
$1.35M +$3.31K +13 +0.2%
CPA
3023
Cardiff Park Advisors
California
$1.35M -$8.16K -32 -0.6%
PWM
3024
PBMares Wealth Management
Virginia
$1.35M -$449K -1,760 -24%
HAI
3025
Hennessy Advisors Inc
California
$1.35M -$7.72M -30,300 -85%
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