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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1776
Martin & Co
Tennessee
$1.69M -$11.9K -125 -0.7%
FMW
1777
Farr Miller & Washington
District of Columbia
$1.69M -$1.74M -18,378 -51%
AWM
1778
Affinity Wealth Management
Delaware
$1.69M – – –
EHC
1779
Everett Harris & Co
California
$1.69M -$55.6K -586 -3%
AWE
1780
Avidian Wealth Enterprises
Texas
$1.69M +$157K +1,655 +10%
AIP
1781
Almanack Investment Partners
Pennsylvania
$1.69M -$360K -3,796 -17%
IFWM
1782
Institute for Wealth Management
Colorado
$1.68M -$10.1K -106 -0.6%
RCA
1783
Resonant Capital Advisors
Wisconsin
$1.68M -$496K -5,226 -23%
GCC
1784
Guardian Capital (Canada)
Ontario, Canada
$1.68M +$374K +3,941 +28%
MFG
1785
Merit Financial Group
Georgia
$1.67M +$106K +1,112 +7%
WIM
1786
Waverton Investment Management
United Kingdom
$1.67M +$232K +2,440 +16%
PP
1787
Professional Planning
California
$1.67M -$934K -9,842 -36%
PCM
1788
Pennsylvania Capital Management
Pennsylvania
$1.67M +$1.34M +14,150 +395%
FANJ
1789
Financial Architects (New Jersey)
New Jersey
$1.67M +$222K +2,338 +15%
QFA
1790
Quattro Financial Advisors
Texas
$1.67M +$1.73M +18,232 New
NCM
1791
Northside Capital Management
Oregon
$1.66M +$397K +4,180 +31%
VHAM
1792
Van Hulzen Asset Management
California
$1.66M +$426K +4,494 +34%
RWM
1793
RKL Wealth Management
Pennsylvania
$1.66M +$48.5K +511 +3%
RIA
1794
Regal Investment Advisors
Michigan
$1.66M +$1.67M +17,590 New
SLT
1795
St Louis Trust
Missouri
$1.65M – – –
CAM
1796
CenterStar Asset Management
Illinois
$1.65M – – –
FFG
1797
Fortem Financial Group
California
$1.65M -$182K -1,917 -10%
SFFS
1798
Stonehage Fleming Financial Services
Jersey
$1.65M -$241K -2,540 -13%
PCG
1799
Private Capital Group
Connecticut
$1.65M -$26.3K -277 -2%
RWB
1800
RMR Wealth Builders
New Jersey
$1.65M +$1.66M +17,532 New
70 71
72
73 74