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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1926
Boltwood Capital Management
California
$2.17M +$25.6K +187 +1%
CFFP
1927
Center for Financial Planning
Michigan
$2.17M -$75.1K -548 -3%
MG
1928
Mather Group
Illinois
$2.17M -$206K -1,505 -8%
AP
1929
Adero Partners
California
$2.16M +$1.84M +13,465 +432%
BWM
1930
BigSur Wealth Management
Florida
$2.16M +$889K +6,490 +64%
MSE
1931
MUFG Securities EMEA
United Kingdom
$2.16M +$2.27M +16,544 New
AWC
1932
Abundance Wealth Counselors
Pennsylvania
$2.15M -$2.74K -20 -0.1%
3IP
1933
3Chopt Investment Partners
Virginia
$2.15M +$192K +1,402 +9%
GFG
1934
Goldstone Financial Group
Illinois
$2.15M +$2.26M +16,526 New
GWM
1935
GSB Wealth Management
Connecticut
$2.15M -$204K -1,488 -8%
AW
1936
Alaethes Wealth
Nevada
$2.15M +$159K +1,157 +8%
SIM
1937
Sentry Investment Management
Wisconsin
$2.14M -$795K -5,801 -26%
RDFA
1938
Ritter Daniher Financial Advisory
Ohio
$2.13M -$6.85K -50 -0.3%
IF
1939
Ironwood Financial
Arizona
$2.13M – – –
WCM
1940
Weik Capital Management
Pennsylvania
$2.13M -$11.6K -85 -0.5%
EBWM
1941
Eagle Bluffs Wealth Management
Missouri
$2.13M +$313K +2,285 +16%
HDIM
1942
Hanson & Doremus Investment Management
Vermont
$2.13M -$755K -5,511 -25%
SGC
1943
Slocum, Gordon & Co
Rhode Island
$2.13M – – –
IW
1944
Imprint Wealth
South Carolina
$2.13M +$2.19M +15,949 New
WMA
1945
West Michigan Advisors
Michigan
$2.12M +$557K +4,065 +33%
FBT
1946
First Bank & Trust
South Dakota
$2.12M -$533K -3,887 -19%
IAS
1947
Insigneo Advisory Services
Florida
$2.11M -$1.04M -7,566 -32%
BOCM
1948
Bontempo Ohly Capital Management
Maryland
$2.1M +$2.21M +16,115 New
SIA
1949
SkyView Investment Advisors
New Jersey
$2.1M -$25.8K -188 -1%
WPW
1950
Warther Private Wealth
Ohio
$2.1M -$270K -1,968 -11%
76 77
78
79 80