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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
1676
Marex Group
$8.05M -$2.31M -7,473 -23%
MPPLM
1677
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$8.05M -$46.4K -150 -0.6%
MAWCM
1678
Mine & Arao Wealth Creation & Management
California
$8.04M +$87K +281 +1%
CCM
1679
Consolidated Capital Management
California
$8.03M +$1.98M +6,390 +34%
TSWM
1680
Triangle Securities Wealth Management
North Carolina
$8.03M -$282K -912 -4%
EFG
1681
Ethos Financial Group
Pennsylvania
$8.02M +$370K +1,195 +5%
SFS
1682
Strategic Financial Services
New York
$8.01M -$346K -1,119 -4%
SSI
1683
Scott & Selber Inc
Texas
$8M -$203K -656 -3%
DCM
1684
Dudley Capital Management
Virginia
$7.99M -$7.43K -24 -0.1%
BLC
1685
Brown, Lisle/Cummings
Rhode Island
$7.98M +$835K +2,697 +12%
AL
1686
Aspiriant LLC
California
$7.98M +$539K +1,741 +8%
IWA
1687
IBEX Wealth Advisors
New Jersey
$7.97M +$4.96M +16,032 +184%
MCWS
1688
McKinley Carter Wealth Services
West Virginia
$7.96M -$688K -2,223 -8%
NG
1689
Norden Group
Utah
$7.92M +$793K +2,562 +12%
EP
1690
Edgestream Partners
New Jersey
$7.91M +$5.36M +17,298 +238%
MCM
1691
McRae Capital Management
New Jersey
$7.91M -$498K -1,608 -6%
SEIA
1692
Signature Estate & Investment Advisors
California
$7.86M +$194K +628 +3%
SIAP
1693
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7.86M +$87.9K +284 +1%
AMI
1694
Amica Mutual Insurance
Rhode Island
$7.84M – – –
DCM
1695
Delta Capital Management
New Jersey
$7.84M -$867K -2,800 -10%
AIM
1696
Athena Investment Management
California
$7.82M -$58.2K -188 -0.8%
MVA
1697
Mount Vernon Associates
Maryland
$7.82M -$29.7K -96 -0.4%
LJCM
1698
Lee Johnson Capital Management
Texas
$7.81M -$321K -1,037 -4%
CRCM
1699
Crystal Rock Capital Management
Illinois
$7.81M -$155K -500 -2%
MMG
1700
Monetary Management Group
Missouri
$7.81M -$461K -1,489 -6%
66 67
68
69 70