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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
BBNA
1926
Bremer Bank National Association
Minnesota
$2.48M -$269K -1,795 -10%
VBCG
1927
Valley Brook Capital Group
Pennsylvania
$2.47M -$361K -2,409 -12%
MCCP
1928
Mission Creek Capital Partners
California
$2.47M +$28.3K +189 +1%
MWA
1929
Monograph Wealth Advisors
California
$2.47M +$2.55M +17,040 New
IP
1930
Ignite Planners
California
$2.47M +$995K +6,640 +63%
FCCM
1931
First City Capital Management
Georgia
$2.47M -$28.3K -189 -1%
CBFP
1932
Cedar Brook Financial Partners
Ohio
$2.46M -$131K -875 -5%
LCM
1933
Landscape Capital Management
New Jersey
$2.45M +$987K +6,585 +64%
FA
1934
FDx Advisors
Illinois
$2.45M -$2.35M -15,707 -48%
RSA
1935
River Street Advisors
Illinois
$2.45M +$6.6K +44 +0.3%
SIM
1936
Sentry Investment Management
Wisconsin
$2.45M -$583K -3,888 -19%
LAIC
1937
Lederer & Associates Investment Counsel
California
$2.44M -$27.9K -186 -1%
EWM
1938
Empirical Wealth Management
Washington
$2.44M -$213K -1,421 -8%
OFA
1939
Oak Family Advisors
Illinois
$2.43M +$215K +1,433 +9%
VFA
1940
Voya Financial Advisors
Connecticut
$2.42M +$74.1K +494 +3%
PPG
1941
Peak Planning Group
Colorado
$2.42M -$113K -751 -4%
SGC
1942
Slocum, Gordon & Co
Rhode Island
$2.41M -$165K -1,100 -6%
GWM
1943
GSB Wealth Management
Connecticut
$2.41M +$4.95K +33 +0.2%
HCCM
1944
Hudson Canyon Capital Management
New York
$2.41M
NW
1945
Naviter Wealth
Arkansas
$2.41M +$119K +791 +5%
MTIC
1946
Missouri Trust & Investment Company
Missouri
$2.4M +$78.3K +522 +3%
APF
1947
Alaska Permanent Fund
Alaska
$2.39M
HH
1948
HWG Holdings
Texas
$2.39M +$2.46M +16,430 +26,079%
IFWM
1949
Institute for Wealth Management
Colorado
$2.38M -$44.2K -295 -2%
CA
1950
Cumberland Advisors
Florida
$2.38M -$51K -340 -2%