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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GCC
1926
Game Creek Capital
Massachusetts
$2.23M -$333K -2,625 -14%
LWA
1927
Lineweaver Wealth Advisors
Ohio
$2.22M -$104K -821 -5%
KTC
1928
Kistler-Tiffany Companies
Pennsylvania
$2.22M -$327K -2,581 -13%
AWC
1929
Abundance Wealth Counselors
Pennsylvania
$2.22M +$55.9K +441 +3%
NW
1930
Naviter Wealth
Arkansas
$2.22M +$384K +3,029 +23%
FCB
1931
First County Bank
Connecticut
$2.22M +$2.1M +16,537 New
BEC
1932
Blue Edge Capital
Virginia
$2.21M +$5.7K +45 +0.3%
CWA
1933
Canvas Wealth Advisors
Kansas
$2.21M -$71.8K -567 -3%
BCM
1934
Boltwood Capital Management
California
$2.21M -$37.6K -297 -2%
SEEDPG
1935
S.E.E.D. Planning Group
New York
$2.21M +$117K +921 +6%
WCM
1936
Weik Capital Management
Pennsylvania
$2.21M – – –
CA
1937
Cornerstone Advisory
Maryland
$2.21M +$24.6K +194 +1%
IFWM
1938
Institute for Wealth Management
Colorado
$2.2M -$191K -1,505 -8%
RDFA
1939
Ritter Daniher Financial Advisory
Ohio
$2.2M -$4.43K -35 -0.2%
OIA
1940
Optimum Investment Advisors
Illinois
$2.2M -$38K -300 -2%
IF
1941
Ironwood Financial
Arizona
$2.2M -$79.1K -624 -4%
DAM
1942
Delta Asset Management
Tennessee
$2.19M +$62.1K +490 +3%
PPG
1943
Peak Planning Group
Colorado
$2.19M +$75.8K +598 +4%
SGC
1944
Slocum, Gordon & Co
Rhode Island
$2.19M +$2.07M +16,340 New
WFAG
1945
Worth Financial Advisory Group
North Carolina
$2.19M +$2.07M +16,314 New
MCCP
1946
Mission Creek Capital Partners
California
$2.19M +$48K +379 +2%
SIA
1947
SkyView Investment Advisors
New Jersey
$2.19M -$262K -2,070 -11%
HCC
1948
Hirtle Callaghan & Co
Pennsylvania
$2.18M -$5.45K -43 -0.3%
PFGIA
1949
Patriot Financial Group Insurance Agency
Massachusetts
$2.18M +$158K +1,247 +8%
SN
1950
Sittner & Nelson
Oregon
$2.18M +$178K +1,408 +10%
76 77
78
79 80