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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SGWM
3451
Sterling Group Wealth Management
California
$1.28M +$619 +2 +0.1%
RIS
3452
Retirement Income Solutions
Michigan
$1.28M -$45.5K -147 -4%
ACM
3453
Ardent Capital Management
Ohio
$1.28M – – –
CWA
3454
Consilio Wealth Advisors
Washington
$1.28M -$19.5K -63 -2%
DBRC
3455
D.B. Root & Company
Pennsylvania
$1.28M -$23.8K -77 -2%
PA
3456
PSI Advisors
Florida
$1.28M +$51.7K +167 +4%
CF
3457
Cyr Financial
Illinois
$1.28M +$25.1K +81 +2%
WIM
3458
Warwick Investment Management
Texas
$1.28M +$41.2K +133 +3%
IAP
3459
Indie Asset Partners
Indiana
$1.28M +$61.6K +199 +5%
NIA
3460
NBZ Investment Advisors
Tennessee
$1.28M – – –
FA
3461
Fedenia Advisers
Wisconsin
$1.27M -$11.5K -37 -0.9%
HFS
3462
Hopwood Financial Services
Virginia
$1.27M -$22.3K -72 -2%
MBC
3463
Michael Brady & Co
Ohio
$1.27M +$1.22M +3,952 New
SDAM
3464
Shulman DeMeo Asset Management
New York
$1.27M -$8.05K -26 -0.7%
AFW
3465
Avantra Family Wealth
Pennsylvania
$1.27M -$2.79K -9 -0.2%
CNBOF
3466
City National Bank of Florida
Florida
$1.27M +$66.9K +216 +6%
OAS
3467
Optivise Advisory Services
Tennessee
$1.27M +$246K +794 +25%
HPM
3468
Hoxton Planning & Management
West Virginia
$1.27M +$22K +71 +2%
RTC
3469
Riverview Trust Company
Washington
$1.27M – – –
LRIC
3470
Long Road Investment Counsel
Michigan
$1.27M +$155K +500 +15%
ACM
3471
Advance Capital Management
Michigan
$1.27M -$22.9K -74 -2%
WA1
3472
Wimmer Associates 1
California
$1.26M – – –
MSWMA
3473
Market Street Wealth Management Advisors
Indiana
$1.26M -$929 -3 -0.1%
TIM
3474
Total Investment Management
Arizona
$1.26M +$619 +2 +0.1%
DWP
3475
Destiny Wealth Partners
Florida
$1.26M – – –
137 138
139
140 141