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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1901
Acropolis Investment Management
Missouri
$1.55M +$142K +1,108 +11%
LWMM
1902
Legacy Wealth Management (Mississippi)
Mississippi
$1.54M +$1.42M +11,081 New
CA
1903
Cornerstone Advisory
Maryland
$1.54M +$180K +1,403 +15%
CCM
1904
Cox Capital Management
Massachusetts
$1.54M +$1.42M +11,053 New
THWM
1905
Taylor Hoffman Wealth Management
Virginia
$1.54M +$128 +1 +0%
AWA
1906
Acorn Wealth Advisors
Michigan
$1.53M -$2.18K -17 -0.2%
TMC
1907
Trellus Management Company
Florida
$1.53M – – –
LF
1908
LifeSteps Financial
California
$1.53M +$1.41M +10,994 New
WAP
1909
Wealthcare Advisory Partners
Pennsylvania
$1.53M +$23.5K +183 +2%
GWM
1910
Greenwich Wealth Management
Connecticut
$1.52M -$14.7K -115 -1%
TAM
1911
Trillium Asset Management
Massachusetts
$1.52M -$300K -2,339 -18%
BHBT
1912
Burke & Herbert Bank & Trust
Virginia
$1.52M – – –
RWM
1913
Ritholtz Wealth Management
New York
$1.52M +$114K +891 +9%
RP
1914
Rowlandmiller & Partners
Georgia
$1.52M +$48.1K +375 +4%
GCMG
1915
Gyroscope Capital Management Group
Florida
$1.51M -$21.8K -170 -2%
SWA
1916
Sutton Wealth Advisors
Florida
$1.5M +$26.3K +205 +2%
PMFA
1917
Plante Moran Financial Advisors
Michigan
$1.5M -$149K -1,163 -10%
SC
1918
Saturna Capital
Washington
$1.5M -$15.3K -119 -1%
PB
1919
Pinnacle Bancorp
Nebraska
$1.5M -$8.46K -66 -0.6%
WCM
1920
WealthBridge Capital Management
Ohio
$1.49M -$19.2K -150 -1%
EP
1921
Edgestream Partners
New Jersey
$1.49M -$1.16M -9,023 -46%
VCM
1922
Virtue Capital Management
Tennessee
$1.49M -$787K -6,134 -36%
CIAS
1923
Capital Investment Advisory Services
North Carolina
$1.49M +$225K +1,758 +20%
SWIG
1924
Strategic Wealth Investment Group
Kentucky
$1.49M +$1.37M +10,690 New
HPWM
1925
Highland Private Wealth Management
Washington
$1.47M +$47.6K +371 +4%
75 76
77
78 79