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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1851
Acropolis Investment Management
Missouri
$2.15M +$72.8K +651 +4%
LSAG
1852
Lake Street Advisors Group
New Hampshire
$2.15M +$86.7K +776 +5%
ATWA
1853
Arbor Trust Wealth Advisors
Michigan
$2.14M +$31.9K +285 +2%
BTWM
1854
Baker Tilly Wealth Management
Wisconsin
$2.14M +$1.88M +16,848 New
CWP
1855
CFM Wealth Partners
Texas
$2.14M -$3.91K -35 -0.2%
PP
1856
Professional Planning
California
$2.13M -$124K -1,109 -6%
AWM
1857
Aberdeen Wealth Management
Illinois
$2.13M +$17K +152 +0.9%
BCM
1858
Birmingham Capital Management
Alabama
$2.13M -$14.1K -126 -0.7%
MWM
1859
Mattern Wealth Management
Kansas
$2.13M -$82.2K -735 -4%
LAM
1860
L2 Asset Management
Massachusetts
$2.13M -$239K -2,141 -11%
CA
1861
Cornerstone Advisory
Maryland
$2.12M -$330K -2,955 -15%
TWA
1862
TCI Wealth Advisors
Arizona
$2.11M -$1.39M -12,461 -43%
RWM
1863
RKL Wealth Management
Pennsylvania
$2.11M -$15.4K -138 -0.8%
XF
1864
XML Financial
Maryland
$2.1M -$61K -546 -3%
IFWM
1865
Institute for Wealth Management
Colorado
$2.09M +$30.9K +276 +2%
RA
1866
Rational Advisors
New York
$2.09M -$181K -1,616 -9%
MPCG
1867
Matrix Private Capital Group
New York
$2.09M +$166K +1,484 +10%
RCG
1868
Rock Creek Group
District of Columbia
$2.08M +$67K +599 +4%
FWP
1869
Falcon Wealth Planning
California
$2.08M +$1.83M +16,344 New
PCG
1870
Private Capital Group
Connecticut
$2.08M -$87.2K -780 -5%
WCM
1871
Weik Capital Management
Pennsylvania
$2.07M -$93.9K -840 -5%
NME
1872
Notis-McConarty Edward
$2.07M -$112K -1,000 -6%
SCM
1873
Spreng Capital Management
Ohio
$2.07M -$101K -900 -5%
ATPW
1874
Ashton Thomas Private Wealth
Arizona
$2.07M +$97.5K +872 +6%
BWP
1875
Bernardo Wealth Planning
Pennsylvania
$2.06M +$64.2K +574 +4%
73 74
75
76 77