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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
1651
Winch Advisory Services
Wisconsin
$3.19M -$7.86K -62 -0.3%
IGWM
1652
ICA Group Wealth Management
Colorado
$3.19M -$348K -2,746 -10%
IA
1653
IFG Advisory
Georgia
$3.18M -$779K -6,150 -21%
WPA
1654
Winning Points Advisors
Florida
$3.17M +$57K +450 +2%
KWA
1655
KCS Wealth Advisory
California
$3.16M +$58.9K +465 +2%
LJAC
1656
L.J. Altfest & Co
New York
$3.15M -$239K -1,890 -7%
NPA
1657
Nichols & Pratt Advisers
Massachusetts
$3.15M -$17.6K -139 -0.6%
BHPW
1658
Beverly Hills Private Wealth
California
$3.15M +$2.97M +23,460 New
LWIC
1659
Leith Wheeler Investment Counsel
British Columbia, Canada
$3.14M +$407K +3,210 +16%
XSC
1660
X-Square Capital
Puerto Rico
$3.14M -$8.49K -67 -0.3%
QPWM
1661
Quadrant Private Wealth Management
Pennsylvania
$3.14M +$2.97M +23,404 New
EWM
1662
Evermay Wealth Management
Virginia
$3.14M +$53.7K +424 +2%
SIG
1663
Sargent Investment Group
Maryland
$3.13M +$105K +826 +4%
FCA
1664
FLC Capital Advisors
California
$3.13M -$35.9K -283 -1%
MWAM
1665
Manhattan West Asset Management
California
$3.13M +$276K +2,178 +10%
APWM
1666
Atlas Private Wealth Management
New York
$3.13M +$198K +1,566 +7%
CD
1667
Chapin Davis
Maryland
$3.1M +$2.93M +23,128 New
SIM
1668
Studio Investment Management
Illinois
$3.1M -$27K -213 -0.9%
MWM
1669
Massachusetts Wealth Management
Massachusetts
$3.09M +$2.8M +22,075 New
NSB
1670
Norway Savings Bank
Maine
$3.09M +$34.6K +273 +1%
WP
1671
WMS Partners
Maryland
$3.08M +$306K +2,416 +12%
RFA
1672
Resurgent Financial Advisors
Georgia
$3.08M +$59.8K +472 +2%
HWA
1673
HCR Wealth Advisors
California
$3.07M -$101K -800 -3%
ESB
1674
Essex Savings Bank
Connecticut
$3.07M +$50.4K +398 +2%
HC
1675
HNP Capital
New York
$3.07M -$1.47M -11,568 -34%
65 66
67
68 69