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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
1776
Phillips Financial Management
Indiana
$1.31M +$1.49K +14 +0.1%
WCM
1777
Windsor Capital Management
Arizona
$1.3M +$80.2K +753 +6%
WFG
1778
Wills Financial Group
Virginia
$1.3M -$455K -4,275 -24%
BWP
1779
Bernardo Wealth Planning
Pennsylvania
$1.3M +$1.42M +13,283 New
JDR
1780
Jay D. Rosenbaum
$1.29M -$55.9K -525 -4%
MCM
1781
Maple Capital Management
Vermont
$1.29M +$295K +2,765 +26%
MWP
1782
Moller Wealth Partners
$1.29M +$785K +7,364 +136%
WPC
1783
White Pine Capital
Minnesota
$1.29M -$9.59K -90 -0.7%
FCAG
1784
First Capital Advisors Group
New Jersey
$1.28M +$959 +9 +0.1%
RCM
1785
RB Capital Management
Nevada
$1.28M +$40.2K +377 +3%
GCA
1786
Gradient Capital Advisors
California
$1.28M +$73.8K +693 +6%
NWP
1787
Northstar Wealth Partners
Connecticut
$1.27M +$133K +1,247 +11%
LNB
1788
Ledyard National Bank
$1.26M +$57.5K +540 +4%
9WM
1789
9258 Wealth Management
Ohio
$1.25M +$1.37M +12,857 New
CBA
1790
Coastal Bridge Advisors
Connecticut
$1.25M +$69.3K +650 +5%
LC
1791
LCNB Corp
Ohio
$1.25M -$48.9K -459 -3%
SJIM
1792
St. Johns Investment Management
Florida
$1.24M -$23.3K -219 -2%
VCM
1793
Versant Capital Management
Arizona
$1.24M -$3.52K -33 -0.3%
FCA
1794
FLC Capital Advisors
California
$1.23M +$1.34M +12,619 New
HGWM
1795
Harvest Group Wealth Management
Massachusetts
$1.23M +$49.6K +466 +4%
EWA
1796
Exencial Wealth Advisors
Oklahoma
$1.22M +$456K +4,278 +52%
HT
1797
HighTower Trust
Texas
$1.22M +$42.2K +396 +3%
AWM
1798
Aries Wealth Management
Maine
$1.22M +$40.8K +383 +3%
AEPG
1799
American Economic Planning Group
New Jersey
$1.21M -$25.4K -238 -2%
SMH
1800
Sanders Morris Harris
Texas
$1.21M +$3.62K +34 +0.3%
70 71
72
73 74