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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1401
Marcum Wealth
Ohio
$7M +$78.8K +403 +1%
HWMO
1402
Heritage Wealth Management (Ohio)
Ohio
$6.98M +$6.67M +34,095 New
AIM
1403
AMI Investment Management
Indiana
$6.97M -$598K -3,058 -8%
PFA
1404
Pathway Financial Advisers
Indiana
$6.96M -$18.8K -96 -0.3%
GIA
1405
Guyasuta Investment Advisors
Pennsylvania
$6.95M -$188K -960 -2%
MNBTD
1406
Moody National Bank Trust Division
Texas
$6.95M +$285K +1,456 +4%
PKC
1407
Palmer Knight Company
Florida
$6.9M +$13.7K +70 +0.2%
IA
1408
IFG Advisory
Georgia
$6.9M +$370K +1,893 +6%
OWP
1409
Obermeyer Wealth Partners
Colorado
$6.9M +$224K +1,147 +3%
KCG
1410
Kinsale Capital Group
Virginia
$6.9M +$1.15M +5,863 +21%
TAM
1411
Trust Asset Management
Texas
$6.9M – – –
LC
1412
Lindbrook Capital
California
$6.88M -$200K -1,022 -3%
IAS
1413
Insigneo Advisory Services
Florida
$6.88M -$786K -4,019 -10%
CIP
1414
Capital Insight Partners
Arizona
$6.87M -$393K -2,012 -6%
BFA
1415
Bill Few Associates
Pennsylvania
$6.87M -$179K -918 -3%
MA
1416
MSA Advisors
California
$6.86M -$39.1K -200 -0.6%
CAG
1417
Csenge Advisory Group
Florida
$6.85M +$329K +1,682 +5%
BBWA
1418
Bell & Brown Wealth Advisors
California
$6.85M +$177K +907 +3%
FSG
1419
Financial Strategies Group
Michigan
$6.85M +$786K +4,019 +14%
VA
1420
Valmark Advisers
Ohio
$6.84M +$384K +1,964 +6%
CT
1421
Chicago Trust
Illinois
$6.83M +$613K +3,134 +10%
SP
1422
Stonebrook Private
Michigan
$6.82M +$237K +1,214 +4%
ALC
1423
Alexander Labrunerie & Co
Missouri
$6.82M +$3.91K +20 +0.1%
AIP
1424
Ameritas Investment Partners
Nebraska
$6.82M -$186K -952 -3%
NAM
1425
NTV Asset Management
West Virginia
$6.79M -$23.3K -119 -0.4%
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