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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LSWM
1301
Lorne Steinberg Wealth Management
Canada
$11.4M +$131K +432 +1%
SIG
1302
Sargent Investment Group
Maryland
$11.4M +$598K +1,972 +5%
AWM
1303
Accurate Wealth Management
Florida
$11.4M +$29.7K +98 +0.3%
CI
1304
CX Institutional
Indiana
$11.4M -$271K -893 -2%
XWM
1305
Xcel Wealth Management
Florida
$11.3M -$1.28M -4,216 -10%
BP
1306
Broadleaf Partners
Ohio
$11.3M -$395K -1,303 -3%
SA
1307
Strategic Advisors
New York
$11.3M -$206K -679 -2%
SAG
1308
SageView Advisory Group
California
$11.3M -$728K -2,398 -6%
BFG
1309
Beacon Financial Group
Texas
$11.3M -$146K -482 -1%
FC
1310
Fusion Capital
South Carolina
$11.2M -$163K -537 -1%
CP
1311
Cumberland Partners
Ontario, Canada
$11.2M +$2.59M +8,531 +29%
VST
1312
Van Strum & Towne
California
$11.1M -$139K -458 -1%
TL
1313
Tradewinds LLC
North Carolina
$11.1M -$559K -1,841 -5%
HCM
1314
Harvey Capital Management
Florida
$11.1M -$44K -145 -0.4%
CCAM
1315
Codex Capital Asset Management
Texas
$11M – – –
JSW
1316
Journey Strategic Wealth
New Jersey
$11M +$665K +2,190 +6%
FSG
1317
Financial Strategies Group
Michigan
$11M +$567K +1,869 +6%
AWCI
1318
Alpine Woods Capital Investors
New York
$11M -$3.34M -10,999 -23%
CWM
1319
Chemistry Wealth Management
New York
$11M -$46.4K -153 -0.4%
CRI
1320
Commonwealth Retirement Investments
Virginia
$10.9M +$212K +699 +2%
ACM
1321
Alpha Capital Management
Texas
$10.9M -$164K -541 -1%
PTC
1322
Private Trust Company
Ohio
$10.9M +$88.3K +291 +0.8%
FAM
1323
Fulcrum Asset Management
United Kingdom
$10.9M +$474K +1,562 +4%
BWAM
1324
Boyd Watterson Asset Management
Ohio
$10.9M -$75.3K -248 -0.7%
CWM
1325
Compass Wealth Management
Connecticut
$10.9M -$778K -2,563 -6%
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