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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1551
Calamos Wealth Management
Illinois
$2.91M -$12.9K -112 -0.4%
MSA
1552
Marino Stram & Associates
Massachusetts
$2.9M +$95.4K +831 +3%
RSWM
1553
Robertson Stephens Wealth Management
California
$2.9M +$116K +1,010 +4%
MCC
1554
Malaga Cove Capital
California
$2.89M +$144K +1,256 +5%
BDS
1555
Banco de Sabadell
Florida
$2.89M +$29.3K +255 +0.9%
ATI
1556
Act Two Investors
California
$2.89M – – –
SW
1557
SkyOak Wealth
Michigan
$2.88M +$62.5K +545 +2%
GLA
1558
Good Life Advisors
Pennsylvania
$2.88M -$731K -6,372 -19%
PC
1559
Permanens Capital
New York
$2.87M -$1.1M -9,591 -26%
9WM
1560
9258 Wealth Management
Ohio
$2.87M -$174K -1,513 -5%
HKIM
1561
Hayek Kallen Investment Management
Alabama
$2.87M +$20.3K +177 +0.6%
FWM
1562
Fairhaven Wealth Management
Illinois
$2.86M +$62K +540 +2%
VWMG
1563
Virginia Wealth Management Group
Virginia
$2.86M +$658K +5,738 +27%
FBFS
1564
First Business Financial Services
Wisconsin
$2.86M +$172K +1,495 +6%
SIAP
1565
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.85M -$109K -949 -3%
ACM
1566
Altrius Capital Management
North Carolina
$2.84M -$522K -4,547 -14%
BWM
1567
BNC Wealth Management
Oregon
$2.84M -$225K -1,957 -7%
RCA
1568
Resonant Capital Advisors
Wisconsin
$2.84M -$82.3K -717 -3%
BTWM
1569
Baker Tilly Wealth Management
Wisconsin
$2.83M -$413K -3,602 -12%
TNBTD
1570
Trustmark National Bank Trust Department
Mississippi
$2.83M -$7.12K -62 -0.2%
CST
1571
Charles Schwab Trust
Nevada
$2.83M -$14.2K -124 -0.5%
CBA
1572
Coastal Bridge Advisors
Connecticut
$2.82M +$115 +1 +0%
BL
1573
BFSG LLC
California
$2.82M -$2.07K -18 -0.1%
DA
1574
DCM Advisors
New York
$2.81M -$133K -1,157 -4%
SS
1575
Sunbelt Securities
Texas
$2.8M +$37.3K +325 +1%
61 62
63
64 65