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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMAG
1301
Pinnacle Wealth Management Advisory Group
New Jersey
$4.03M +$76.2K +664 +2%
SCP
1302
Sandhill Capital Partners
New York
$4.03M +$82.1K +715 +2%
CWS
1303
Confluence Wealth Services
Pennsylvania
$4.02M +$4.41M +38,433 New
MFG
1304
Magnus Financial Group
New York
$4.01M +$182K +1,585 +4%
TFS
1305
TrustCore Financial Services
Tennessee
$4.01M +$165K +1,441 +4%
AAMA
1306
Advanced Asset Management Advisors
Ohio
$4M +$115 +1 +0%
MIAN
1307
Mariner Independent Advisor Network
Kansas
$4M -$1.21M -10,582 -22%
AT
1308
Arden Trust
Delaware
$3.99M -$374K -3,258 -8%
FC
1309
Fusion Capital
South Carolina
$3.99M +$37.8K +329 +0.9%
CAL
1310
Capital Analysts LLC
Pennsylvania
$3.99M +$161K +1,407 +4%
SIMM
1311
Stillwater Investment Management (Minnesota)
Minnesota
$3.98M +$38.2K +333 +0.9%
SCM
1312
Sitrin Capital Management
California
$3.98M -$72.2K -629 -2%
UWM
1313
Udine Wealth Management
Florida
$3.98M +$923K +8,043 +27%
WAM
1314
Werlinich Asset Management
Connecticut
$3.98M – – –
CGL
1315
Clarius Group LLC
Washington
$3.97M +$199K +1,732 +5%
RMSCM
1316
R.M. Sincerbeaux Capital Management
New York
$3.96M – – –
CF
1317
Concorde Financial
Texas
$3.96M +$28.7K +250 +0.7%
HCM
1318
Huber Capital Management
California
$3.96M -$91.3K -796 -2%
QCG
1319
Quadrant Capital Group
Ohio
$3.96M +$397K +3,461 +10%
SFA
1320
Source Financial Advisors
New York
$3.95M -$16K -139 -0.4%
SWP
1321
Strategic Wealth Partners
Ohio
$3.95M +$122K +1,064 +3%
EM
1322
Excalibur Management
Massachusetts
$3.95M +$97.7K +851 +2%
HCA
1323
Horan Capital Advisors
Ohio
$3.95M +$74.7K +651 +2%
FCMT
1324
Founders Capital Management (Texas)
Texas
$3.94M +$109K +953 +3%
RWA
1325
Roberts Wealth Advisors
California
$3.94M +$1.47M +12,802 +54%
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