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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
3151
Maxele Advisors
Missouri
$1.41M -$43.1K -169 -3%
HIG
3152
Heritage Investment Group
Florida
$1.41M -$60.2K -236 -5%
TA
3153
TrueWealth Advisors
Alabama
$1.41M -$13K -51 -1%
HCM
3154
Hutchinson Capital Management
California
$1.41M – – –
PC
3155
PhiloSmith Capital
Connecticut
$1.41M – – –
VAMG
3156
Voisard Asset Management Group
Michigan
$1.4M +$21.4K +84 +2%
GC
3157
GatePass Capital
Ohio
$1.4M -$168K -657 -12%
KWM
3158
Keebeck Wealth Management
Illinois
$1.4M +$166K +649 +16%
MCM
3159
McDonough Capital Management
Florida
$1.4M +$121K +476 +11%
MAG
3160
MRA Advisory Group
New Jersey
$1.4M +$385K +1,507 +45%
PPW
3161
Pasadena Private Wealth
California
$1.4M +$5.36K +21 +0.4%
AAG
3162
Armstrong Advisory Group
Massachusetts
$1.39M +$41.6K +163 +4%
SPP
3163
Single Point Partners
Massachusetts
$1.39M -$34.7K -136 -3%
HSG
3164
Helen Stephens Group
Texas
$1.39M +$52.3K +205 +4%
RWI
3165
Red Wave Investments
Pennsylvania
$1.39M +$4.59K +18 +0.4%
LIM
3166
Longfellow Investment Management
Massachusetts
$1.39M -$280K -1,097 -19%
NED
3167
Nancy E. Dempze
$1.38M -$58.7K -230 -5%
WJA
3168
Willis Johnson & Associates
Texas
$1.38M +$419K +1,641 +53%
WWMSC
3169
Wagner Wealth Management (South Carolina)
South Carolina
$1.37M +$14K +55 +1%
EA
3170
Enclave Advisors
Texas
$1.37M -$5.61K -22 -0.5%
RW
3171
RVW Wealth
California
$1.37M +$186K +727 +18%
RPCONE
3172
Retirement Planning Company of New England
Rhode Island
$1.36M +$13.8K +54 +1%
FP
3173
Fiduciary Planning
Florida
$1.36M -$14.3K -56 -1%
LRIA
3174
Leonard Rickey Investment Advisors
Washington
$1.36M -$16.6K -65 -1%
MF
3175
Manchester Financial
California
$1.36M +$424K +1,661 +55%
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127
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