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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
1801
Obermeyer Wealth Partners
Colorado
$1.9M -$2.31K -18 -0.1%
PA
1802
Procyon Advisors
Connecticut
$1.9M +$1.75M +13,615 New
MPCG
1803
Matrix Private Capital Group
New York
$1.89M +$1.74M +13,564 New
NSAM
1804
North Star Asset Management
Wisconsin
$1.89M -$44.9K -350 -3%
JFA
1805
JNBA Financial Advisors
Minnesota
$1.88M -$10.9K -85 -0.6%
AP
1806
Americana Partners
Texas
$1.88M +$1.73M +13,480 New
1WA
1807
180 Wealth Advisors
Washington
$1.87M +$17.3K +135 +1%
OA
1808
Oxbow Advisors
Texas
$1.87M +$178K +1,385 +12%
PFM
1809
Phillips Financial Management
Indiana
$1.87M +$4.36K +34 +0.3%
TWI
1810
Thomas White International
Illinois
$1.86M -$13K -101 -0.7%
SCG
1811
Sonata Capital Group
Washington
$1.86M – – –
LWM
1812
Laidlaw Wealth Management
New York
$1.86M +$1.71M +13,345 New
SFWA
1813
Summit Financial Wealth Advisors
Louisiana
$1.85M -$337K -2,626 -16%
MWM
1814
Mission Wealth Management
California
$1.84M +$20.6K +161 +1%
PP
1815
Pacifica Partners
Canada
$1.84M +$1.7M +13,232 New
FMT
1816
First Mercantile Trust
Tennessee
$1.83M -$202K -1,577 -11%
HR
1817
Hayden Royal
North Carolina
$1.83M +$28.3K +221 +2%
AA
1818
Argent Advisors
Louisiana
$1.83M +$1.71M +13,317 New
CWM
1819
Cornerstone Wealth Management
Missouri
$1.83M -$52.2K -407 -3%
EWA
1820
Exencial Wealth Advisors
Oklahoma
$1.82M -$85.3K -665 -5%
AI
1821
Accredited Investors
Minnesota
$1.82M +$65.7K +512 +4%
XF
1822
XML Financial
Maryland
$1.82M +$1.67M +13,048 New
RIA
1823
Regal Investment Advisors
Michigan
$1.81M +$168K +1,307 +11%
GAM
1824
Grandview Asset Management
Pennsylvania
$1.81M -$196K -1,527 -11%
PWPS
1825
Pinnacle Wealth Planning Services
Ohio
$1.81M +$285K +2,221 +21%
71 72
73
74 75