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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1851
Cobblestone Capital Advisors
New York
$4.05M – – –
CCWM
1852
Cassaday & Co Wealth Management
Virginia
$4.05M -$57K -316 -2%
PFA
1853
Pure Financial Advisors
California
$4.05M -$1.18M -6,528 -24%
SLT
1854
St Louis Trust
Missouri
$4.04M +$161K +891 +5%
GIM
1855
Guardian Investment Management
California
$4.04M -$408K -2,261 -10%
TWP
1856
Tyche Wealth Partners
Texas
$4.04M -$833K -4,619 -19%
AC
1857
Avestar Capital
New York
$4.03M +$731K +4,053 +25%
RGI
1858
River Global Investors
United Kingdom
$4.03M -$41.5K -230 -1%
MCM
1859
Manchester Capital Management
Vermont
$4.03M +$878K +4,864 +32%
MFA
1860
Mayflower Financial Advisors
Massachusetts
$4.03M -$41.5K -230 -1%
CCFM
1861
Clear Creek Financial Management
Washington
$4.03M -$549K -3,042 -13%
QWM
1862
Quadcap Wealth Management
Texas
$4.02M -$451K -2,502 -11%
APIM
1863
Agate Pass Investment Management
Washington
$4.02M -$78.9K -437 -2%
PIP
1864
Peachtree Investment Partners
Florida
$4.01M -$378K -2,096 -9%
NIP
1865
Nicholas Investment Partners
California
$4M – – –
SW
1866
StrongBox Wealth
Missouri
$4M -$166K -921 -4%
SAM
1867
Sawgrass Asset Management
Florida
$3.99M -$77.2K -428 -2%
PWA
1868
Phoenix Wealth Advisors
North Carolina
$3.97M -$296K -1,638 -8%
RZH
1869
Relyea Zuckerberg Hanson
Connecticut
$3.97M +$268K +1,487 +8%
RWM
1870
RKL Wealth Management
Pennsylvania
$3.96M -$7.58K -42 -0.2%
BHA
1871
Beech Hill Advisors
New York
$3.96M +$491K +2,720 +16%
VCM
1872
Violich Capital Management
California
$3.94M +$1.66M +9,210 +88%
BC
1873
Burney Company
Virginia
$3.94M -$2.78M -15,387 -44%
SLC
1874
Second Line Capital
Louisiana
$3.94M +$255K +1,415 +8%
RDFA
1875
Ritter Daniher Financial Advisory
Ohio
$3.93M +$18.8K +104 +0.5%
73 74
75
76 77