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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1301
Werlinich Asset Management
Connecticut
$4.98M -$7.54K -55 -0.1%
AWA
1302
Arete Wealth Advisors
Illinois
$4.98M +$49.9K +364 +1%
LFA
1303
Legacy Financial Advisors
Kentucky
$4.97M -$3.56K -26 -0.1%
SSW
1304
Stone Summit Wealth
Florida
$4.97M -$188K -1,370 -3%
CT
1305
Colonial Trust
South Carolina
$4.96M +$228K +1,664 +5%
CA
1306
Claro Advisors
Massachusetts
$4.96M +$67.5K +493 +1%
PWMAG
1307
Pinnacle Wealth Management Advisory Group
New Jersey
$4.96M -$558K -4,070 -10%
TPWA
1308
TRUE Private Wealth Advisors
Oregon
$4.96M -$71.1K -519 -1%
KCPG
1309
Kavar Capital Partners Group
Kansas
$4.95M -$32.7K -239 -0.6%
CL
1310
Choreo LLC
Illinois
$4.95M +$2.92M +21,288 +127%
LWM
1311
Laidlaw Wealth Management
New York
$4.94M +$573K +4,180 +12%
RMSCM
1312
R.M. Sincerbeaux Capital Management
New York
$4.94M – – –
CCA
1313
Checchi Capital Advisers
California
$4.93M -$93K -679 -2%
FCMT
1314
Founders Capital Management (Texas)
Texas
$4.92M -$7.54K -55 -0.1%
EM
1315
Excalibur Management
Massachusetts
$4.92M -$11.9K -87 -0.2%
ACG
1316
Allen Capital Group
Nebraska
$4.9M +$5.16M +37,626 New
RWA
1317
Roberts Wealth Advisors
California
$4.9M +$84K +613 +2%
NHT
1318
New Hampshire Trust
New Hampshire
$4.9M -$171K -1,247 -3%
SCP
1319
Sandhill Capital Partners
New York
$4.9M -$36.2K -264 -0.7%
MP
1320
MSD Partners
New York
$4.89M – – –
FPFS
1321
First Personal Financial Services
North Carolina
$4.89M +$370K +2,700 +8%
HCA
1322
Horan Capital Advisors
Ohio
$4.87M +$82.9K +605 +2%
AFM
1323
Andesa Financial Management
Pennsylvania
$4.86M +$4.27M +31,169 +100%
BWL
1324
Bogart Wealth LLC
Virginia
$4.85M +$648K +4,730 +15%
MBTD
1325
Mechanics Bank - Trust Department
California
$4.84M -$140K -1,023 -3%
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