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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BEC
1676
Blue Edge Capital
Virginia
$1.5M -$35.8K -316 -2%
FFSOTS
1677
Fiduciary Financial Services of The Southwest
Texas
$1.49M +$759K +6,701 +97%
BFO
1678
Biltmore Family Office
North Carolina
$1.49M +$136K +1,200 +10%
SMH
1679
Sanders Morris Harris
Texas
$1.48M +$61.1K +540 +4%
WP
1680
WMS Partners
Maryland
$1.48M +$1.25K +11 +0.1%
WWM
1681
Windsor Wealth Management
Indiana
$1.48M +$113 +1 +0%
SICM
1682
Sustainable Insight Capital Management
New York
$1.47M +$1.02M +9,000 +205%
1WA
1683
180 Wealth Advisors
Washington
$1.47M -$117K -1,034 -7%
FIAS
1684
FinTrust Investment Advisory Services
South Carolina
$1.47M – – –
CAMG
1685
CWA Asset Management Group
Florida
$1.47M +$401K +3,542 +36%
SIM
1686
SSI Investment Management
California
$1.47M -$23.2K -205 -2%
PFM
1687
Phillips Financial Management
Indiana
$1.47M +$906 +8 +0.1%
WPC
1688
White Pine Capital
Minnesota
$1.46M – – –
HGWM
1689
Harvest Group Wealth Management
Massachusetts
$1.46M +$66.7K +589 +5%
VCM
1690
Versant Capital Management
Arizona
$1.46M -$19.9K -176 -1%
BP
1691
BBR Partners
New York
$1.44M +$1.49M +13,123 New
WA
1692
Waverly Advisors
Alabama
$1.44M -$507K -4,475 -25%
WI
1693
Wintrust Investments
Illinois
$1.44M -$1.43M -12,653 -49%
TL
1694
TrueWealth LLC
Georgia
$1.44M -$50K -442 -3%
NFG
1695
Next Financial Group
Texas
$1.44M +$59.7K +527 +4%
EWM
1696
Elmwood Wealth Management
California
$1.43M +$1.47M +13,016 New
TNAM
1697
Terra Nova Asset Management
New York
$1.43M +$3.96K +35 +0.3%
AEPG
1698
American Economic Planning Group
New Jersey
$1.42M -$109K -964 -7%
CG
1699
CFO4Life Group
Texas
$1.42M +$97.6K +862 +7%
TFS
1700
TrustCore Financial Services
Tennessee
$1.41M +$79.4K +701 +6%
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69 70