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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LBWM
1801
Left Brain Wealth Management
Illinois
$7.08M -$7.45K -24 -0.1%
TPWA
1802
TRUE Private Wealth Advisors
Oregon
$7.07M -$254K -819 -4%
BFW
1803
Brady Family Wealth
Missouri
$7.05M +$351K +1,129 +6%
MTIC
1804
Missouri Trust & Investment Company
Missouri
$7.05M +$135K +434 +2%
ORC
1805
O'Rourke & Company
Massachusetts
$7.04M -$52.5K -169 -0.8%
CCP
1806
Cane Capital Partners
Louisiana
$7.04M -$438K -1,411 -6%
CF
1807
Convergence Financial
Missouri
$7.04M +$3.16M +10,180 +90%
CPRC
1808
Consolidated Portfolio Review Corp
New York
$7.04M – – –
PRA
1809
Pine Ridge Advisers
New York
$7.04M – – –
MGWM
1810
Marks Group Wealth Management
Minnesota
$7.03M +$208K +669 +3%
MPIA
1811
Mountain Pacific Investment Advisers
Idaho
$7.01M +$87.3K +281 +1%
FWM
1812
Finer Wealth Management
Massachusetts
$6.99M +$55.9K +180 +0.9%
ECML
1813
Eagle Capital Management (Louisiana)
Louisiana
$6.98M -$92.2K -297 -1%
PWS
1814
Peloton Wealth Strategists
Indiana
$6.97M -$93.2K -300 -1%
A
1815
AustralianSuper
Australia
$6.96M -$22.8M -73,303 -78%
HPCM
1816
Hunter Perkins Capital Management
Illinois
$6.96M +$611K +1,967 +10%
MCM
1817
McRae Capital Management
New Jersey
$6.95M -$217K -700 -3%
AAM
1818
Aureus Asset Management
Massachusetts
$6.94M +$282K +907 +4%
CCA
1819
Carrera Capital Advisors
Michigan
$6.93M +$53.4K +172 +0.8%
MCM
1820
Marathon Capital Management
Maryland
$6.93M +$16.8K +54 +0.3%
SCM
1821
Seascape Capital Management
New Hampshire
$6.91M +$5.28K +17 +0.1%
DFA
1822
Delta Financial Advisors
Louisiana
$6.9M -$1.24K -4 -0%
VWM
1823
Vertrix Wealth Management
Michigan
$6.9M +$30.4K +98 +0.5%
CLA
1824
Carnegie Lake Advisors
New Jersey
$6.89M -$31.1K -100 -0.5%
WPW
1825
Waldron Private Wealth
Pennsylvania
$6.89M -$112K -360 -2%
71 72
73
74 75