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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CCG
1926
Chatham Capital Group
Georgia
$1.88M +$535K +4,315 +35%
EI
1927
Ethic Inc
New York
$1.88M +$25.8K +208 +1%
MCA
1928
Magnolia Capital Advisors
Mississippi
$1.87M -$24.3K -196 -1%
AFP
1929
Ausdal Financial Partners
Iowa
$1.87M -$147K -1,190 -7%
PPW
1930
Pinnacle Private Wealth
Massachusetts
$1.87M -$60.1K -485 -3%
VCP
1931
Verus Capital Partners
Arizona
$1.86M -$212K -1,713 -10%
BWM
1932
BCGM Wealth Management
Indiana
$1.86M -$44K -355 -2%
BCA
1933
Bay Colony Advisors
Massachusetts
$1.86M -$473K -3,814 -19%
WCM
1934
WealthBridge Capital Management
Ohio
$1.85M +$116K +939 +6%
RDFA
1935
Ritter Daniher Financial Advisory
Ohio
$1.85M +$619 +5 +0%
CAM
1936
Covenant Asset Management
New Jersey
$1.85M +$27.5K +222 +1%
B
1937
Barings
North Carolina
$1.85M -$577K -4,654 -22%
AWM
1938
Aries Wealth Management
Maine
$1.84M +$2.03M +16,384 New
GFP
1939
Gryphon Financial Partners
Ohio
$1.84M +$177K +1,425 +10%
PWA
1940
Providence Wealth Advisors
Illinois
$1.84M +$87.2K +704 +4%
NIMI
1941
Natixis Investment Managers International
France
$1.83M +$331K +2,673 +20%
BLC
1942
Brown, Lisle/Cummings
Rhode Island
$1.83M -$21.8K -176 -1%
ACS
1943
Archford Capital Strategies
Illinois
$1.83M +$177K +1,427 +10%
BEC
1944
Blue Edge Capital
Virginia
$1.83M -$14.6K -118 -0.7%
CBFP
1945
Cedar Brook Financial Partners
Ohio
$1.82M +$71.9K +580 +4%
CWM
1946
Chesapeake Wealth Management
Virginia
$1.82M -$295K -2,385 -13%
FCCM
1947
First City Capital Management
Georgia
$1.82M +$17.1K +138 +0.9%
AIM
1948
Aspen Investment Management
Michigan
$1.81M -$891K -7,192 -31%
AWC
1949
Abundance Wealth Counselors
Pennsylvania
$1.81M +$38.9K +314 +2%
MWM
1950
Minot Wealth Management
Massachusetts
$1.81M -$771K -6,219 -28%