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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1301
Howland Capital Management
Massachusetts
$6.71M -$205K -1,354 -3%
AWM
1302
Avior Wealth Management
Nebraska
$6.7M -$30.2K -199 -0.5%
VST
1303
Van Strum & Towne
California
$6.7M -$25.2K -166 -0.4%
WAP
1304
Wealthcare Advisory Partners
Pennsylvania
$6.7M -$516K -3,403 -8%
AFG
1305
Atomi Financial Group
New York
$6.69M +$1.47M +9,683 +33%
WCA
1306
Westover Capital Advisors
Delaware
$6.67M +$412K +2,720 +7%
CIC
1307
Cornercap Investment Counsel
Georgia
$6.66M +$67.9K +448 +1%
RSWM
1308
Robertson Stephens Wealth Management
California
$6.65M +$436K +2,877 +8%
LSWM
1309
Lorne Steinberg Wealth Management
Canada
$6.63M -$40.9K -270 -0.7%
JWCA
1310
J.W. Cole Advisors
Florida
$6.62M +$594K +3,917 +11%
JIP
1311
Jaffetilchin Investment Partners
Florida
$6.61M +$82K +541 +1%
CA
1312
Claar Advisors
New York
$6.6M – – –
TI
1313
tru Independence
Oregon
$6.6M -$80.6K -532 -1%
AG
1314
Advocate Group
Minnesota
$6.58M +$661K +4,360 +13%
CF
1315
Concorde Financial
Texas
$6.58M +$4.96M +32,705 +545%
IAS
1316
Insigneo Advisory Services
Florida
$6.58M +$586K +3,865 +11%
UWM
1317
Udine Wealth Management
Florida
$6.57M -$135K -888 -2%
MBTD
1318
Mechanics Bank - Trust Department
California
$6.57M +$267K +1,764 +5%
HWM
1319
Hohimer Wealth Management
Washington
$6.55M -$135K -891 -2%
EL
1320
Essex LLC
Illinois
$6.54M +$227K +1,499 +4%
PWS
1321
Peloton Wealth Strategists
Indiana
$6.52M -$259K -1,710 -4%
AAMA
1322
Advanced Asset Management Advisors
Ohio
$6.52M +$303 +2 +0%
CCA
1323
Checchi Capital Advisers
California
$6.5M +$21.7K +143 +0.4%
DIM
1324
DLK Investment Management
California
$6.5M +$5.79M +38,227 New
PP
1325
PDS Planning
Ohio
$6.49M +$127K +840 +2%
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