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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PRS
1801
Pinkerton Retirement Specialists
Idaho
$4.27M +$460K +2,549 +14%
FWM
1802
Finer Wealth Management
Massachusetts
$4.26M +$358K +1,982 +10%
MCM
1803
Marathon Capital Management
Maryland
$4.25M -$31.6K -175 -0.8%
SQA
1804
Simon Quick Advisors
New Jersey
$4.25M +$716K +3,967 +23%
GGHC
1805
Gilder Gagnon Howe & Co
New York
$4.24M -$209K -1,160 -5%
SWA
1806
SOA Wealth Advisors
New York
$4.24M -$42.4K -235 -1%
MC
1807
Mirabaud & Cie
Switzerland
$4.23M -$303K -1,680 -7%
NW
1808
Naviter Wealth
Arkansas
$4.22M +$45.3K +251 +1%
WCM
1809
Wunderlich Capital Managemnt
Tennessee
$4.22M -$201K -1,116 -5%
PWA
1810
Providence Wealth Advisors
Illinois
$4.22M +$2.57M +14,263 +205%
RFA
1811
Resurgent Financial Advisors
Georgia
$4.21M +$3.97K +22 +0.1%
LJAC
1812
L.J. Altfest & Co
New York
$4.21M -$235K -1,303 -6%
CC
1813
Codex Capital
New York
$4.21M +$3.19M +17,700 +536%
SOAMC
1814
Spirit of America Management Corp
New York
$4.2M – – –
DMKJ
1815
David M. Knott Jr
$4.2M – – –
SLWA
1816
San Luis Wealth Advisors
California
$4.2M +$3.57M +19,783 +1,646%
FMTCOCP
1817
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.2M -$543K -3,010 -13%
EWM
1818
Evermay Wealth Management
Virginia
$4.19M +$76.5K +424 +2%
PCM
1819
Poehling Capital Management
Wisconsin
$4.18M -$18.2K -101 -0.5%
LFG
1820
Larson Financial Group
Missouri
$4.18M -$220K -1,218 -6%
KFGK
1821
Keystone Financial Group (Kentucky)
Kentucky
$4.18M +$372K +2,059 +11%
JE
1822
JMAC Enterprises
Pennsylvania
$4.18M -$321K -1,779 -8%
XSC
1823
X-Square Capital
Puerto Rico
$4.18M +$183K +1,013 +5%
BLC
1824
Brown, Lisle/Cummings
Rhode Island
$4.17M -$51.4K -285 -1%
SHFP
1825
Second Half Financial Partners
Florida
$4.17M -$57.6K -319 -2%
71 72
73
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