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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1426
PDS Planning
Ohio
$3.41M +$77.1K +672 +2%
SWM
1427
Spire Wealth Management
Virginia
$3.41M -$3.28M -28,566 -47%
CG
1428
Caprock Group
Idaho
$3.41M +$111K +969 +3%
MW
1429
Marcum Wealth
Ohio
$3.41M +$126K +1,094 +3%
BBWA
1430
Bell & Brown Wealth Advisors
California
$3.4M -$40.2K -350 -1%
AW
1431
Apricus Wealth
South Carolina
$3.4M +$197K +1,715 +6%
MIM
1432
MTM Investment Management
South Carolina
$3.4M +$61.4K +535 +2%
FAP
1433
Financial Advisory Partners
Florida
$3.4M +$36.4K +317 +1%
WCA
1434
Westover Capital Advisors
Delaware
$3.4M -$9.87K -86 -0.3%
FLI
1435
Family Legacy Inc
South Carolina
$3.39M +$51.4K +448 +1%
BFA
1436
Bill Few Associates
Pennsylvania
$3.39M +$21.2K +185 +0.6%
EWA
1437
Exencial Wealth Advisors
Oklahoma
$3.38M -$246K -2,140 -6%
WE
1438
Wealth Effects
Massachusetts
$3.38M +$20.5K +179 +0.6%
SAM
1439
Synergy Asset Management
Washington
$3.38M +$3.71M +32,295 New
RBC
1440
Romano Brothers & Co
Illinois
$3.36M +$3.69M +32,155 New
CAAS
1441
Capital Asset Advisory Services
Michigan
$3.36M +$200K +1,743 +6%
CM
1442
Churchill Management
California
$3.34M -$2.21M -19,285 -38%
HPIA
1443
Hamilton Point Investment Advisors
North Carolina
$3.34M +$116K +1,012 +3%
FC
1444
Forte Capital
New York
$3.33M -$34.5K -301 -0.9%
VNIM
1445
Vaughan Nelson Investment Management
Texas
$3.33M – – –
RWM
1446
RBA Wealth Management
California
$3.33M +$97.1K +846 +3%
JWCA
1447
J.W. Cole Advisors
Florida
$3.33M +$100K +873 +3%
BO
1448
Bank OZK
Arkansas
$3.32M +$11K +96 +0.3%
LDB
1449
Lee, Danner & Bass
Tennessee
$3.32M -$17.1K -149 -0.5%
VF
1450
Virtu Financial
New York
$3.31M +$1.87M +16,303 +106%
56 57
58
59 60