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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
1876
Cedar Brook Financial Partners
Ohio
$2.6M +$2.75K +20 +0.1%
BWM
1877
BCGM Wealth Management
Indiana
$2.59M +$142K +1,030 +6%
CPA
1878
Court Place Advisors
Maryland
$2.58M -$96.3K -700 -4%
SGC
1879
Slocum, Gordon & Co
Rhode Island
$2.58M +$194K +1,410 +9%
PP
1880
Pegasus Partners
Wisconsin
$2.57M -$35.3K -257 -1%
KF
1881
Krilogy Financial
Missouri
$2.57M -$62.4K -454 -3%
AWM
1882
Aries Wealth Management
Maine
$2.57M +$2.06K +15 +0.1%
OAM
1883
Occidental Asset Management
California
$2.57M +$125K +908 +5%
MG
1884
Mather Group
Illinois
$2.57M +$141K +1,024 +6%
NPP
1885
New Potomac Partners
Maryland
$2.56M -$178K -1,293 -7%
KFGK
1886
Keystone Financial Group (Kentucky)
Kentucky
$2.56M +$2.42M +17,575 New
HWA
1887
Heritage Wealth Advisors
Virginia
$2.55M +$12.1K +88 +0.5%
MWA
1888
Moser Wealth Advisors
Washington
$2.54M +$2.4M +17,479 New
AWM
1889
Ameliora Wealth Management
Switzerland
$2.54M -$474K -3,447 -16%
FPIS
1890
Financial Planning & Information Services
Wisconsin
$2.54M – – –
FBT
1891
First Bankers Trust
Kentucky
$2.53M -$15.8K -115 -0.7%
SFG
1892
Snider Financial Group
Washington
$2.53M -$39.6K -288 -2%
TPWM
1893
Twelve Points Wealth Management
Massachusetts
$2.53M -$96.1K -699 -4%
PPG
1894
Peak Planning Group
Colorado
$2.53M +$44.8K +326 +2%
PMA
1895
Prudent Man Advisors
Illinois
$2.53M -$58.2K -423 -2%
WEG
1896
World Equity Group
Illinois
$2.53M -$3.07M -22,293 -56%
AWA
1897
Amplius Wealth Advisors
Pennsylvania
$2.53M +$5.78K +42 +0.2%
IW
1898
Imprint Wealth
South Carolina
$2.52M +$142K +1,031 +6%
AAM
1899
Aureus Asset Management
Massachusetts
$2.52M -$2.4M -17,449 -50%
LIM
1900
Loudon Investment Management
New Hampshire
$2.52M -$30.4K -221 -1%
74 75
76
77 78