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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1501
WealthPlan Investment Management
Nebraska
$6.18M +$925K +4,393 +18%
9WM
1502
9258 Wealth Management
Ohio
$6.18M -$196K -930 -3%
EBT
1503
Enterprise Bank & Trust
Massachusetts
$6.17M +$25.7K +122 +0.4%
GWMR
1504
GC Wealth Management RIA
Massachusetts
$6.16M +$1.87M +8,856 +44%
CAM
1505
Covenant Asset Management
New Jersey
$6.15M -$82.8K -393 -1%
FWM
1506
Fairhaven Wealth Management
Illinois
$6.15M -$3.37K -16 -0.1%
IWA
1507
Invera Wealth Advisors
Oregon
$6.14M -$227K -1,077 -4%
LFA
1508
Lauterbach Financial Advisors
Texas
$6.13M – – –
MCM
1509
MV Capital Management
Maryland
$6.11M +$60.2K +286 +1%
SIP
1510
Stoneridge Investment Partners
Pennsylvania
$6.11M +$1.65M +7,819 +37%
BL
1511
BFSG LLC
California
$6.1M -$104K -496 -2%
MIM
1512
MTM Investment Management
South Carolina
$6.1M -$211 -1 -0%
ESB
1513
Essex Savings Bank
Connecticut
$6.09M +$604K +2,868 +11%
AW
1514
Atlas Wealth
Ohio
$6.09M -$6.15M -29,221 -50%
MBT
1515
Montecito Bank & Trust
California
$6.06M +$443K +2,102 +8%
SFS
1516
Strategic Financial Services
New York
$6.06M +$52.7K +250 +0.9%
OPW
1517
Osprey Private Wealth
New York
$6.06M +$6.05M +28,725 New
RA
1518
RFG Advisory
Alabama
$6.06M -$611K -2,899 -9%
PCA
1519
Peddock Capital Advisors
Massachusetts
$6.05M +$35.4K +168 +0.6%
EPW
1520
Evergreen Private Wealth
Colorado
$6.05M +$57.3K +272 +1%
DA
1521
DCM Advisors
New York
$6.04M – – –
GM
1522
GeoWealth Management
Illinois
$6.04M +$1.35M +6,397 +29%
TPWA
1523
TRUE Private Wealth Advisors
Oregon
$6.03M -$244K -1,158 -4%
OBAM
1524
ODDO BHF Asset Management
France
$6.03M +$6.02M +28,603 New
RCAG
1525
Rehmann Capital Advisory Group
Michigan
$6.03M -$220K -1,045 -4%
59 60
61
62 63