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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FTEA
1926
Forty-three Eighteen Advisors
Arkansas
$5.55M -$6.98K -23 -0.1%
FFS
1927
Fischer Financial Services
Pennsylvania
$5.55M +$64.9K +214 +1%
WC
1928
Waterloo Capital
Texas
$5.54M +$14.9K +49 +0.3%
WMA
1929
West Michigan Advisors
Michigan
$5.54M +$2.73K +9 +0%
LJAC
1930
L.J. Altfest & Co
New York
$5.54M -$151K -496 -3%
VIP
1931
Viewpoint Investment Partners
Alberta, Canada
$5.54M -$22.8K -75 -0.4%
PNFS
1932
PW Nova Financial Services
Pennsylvania
$5.53M +$2.39M +7,872 +72%
HFBOT
1933
Home Federal Bank of Tennessee
Tennessee
$5.5M +$448K +1,475 +9%
MSK
1934
Melissa S. Kampmann
$5.5M -$30.3K -100 -0.5%
LC
1935
Legacy CG
Texas
$5.5M -$16.4K -54 -0.3%
CH
1936
Canton Hathaway
Rhode Island
$5.5M -$45.5K -150 -0.8%
SWM
1937
Shrier Wealth Management
California
$5.49M -$741K -2,440 -12%
SMH
1938
Sanders Morris Harris
Texas
$5.48M +$5.66M +18,641 New
WFG
1939
Wills Financial Group
Virginia
$5.48M +$457K +1,505 +9%
SDWIA
1940
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.48M +$6.98K +23 +0.1%
DC
1941
DeDora Capital
California
$5.47M -$68.3K -225 -1%
RMAM
1942
Raab & Moskowitz Asset Management
New Jersey
$5.47M +$276K +910 +5%
1WA
1943
180 Wealth Advisors
Washington
$5.47M +$53.1K +175 +0.9%
CRWM
1944
Castle Rock Wealth Management
California
$5.46M +$157K +516 +3%
VBCG
1945
Valley Brook Capital Group
Pennsylvania
$5.45M +$139K +458 +3%
BBES
1946
Buffalo Business & Estate Services
New York
$5.44M +$338K +1,113 +6%
PSB
1947
Piscataqua Savings Bank
New Hampshire
$5.44M -$27.3K -90 -0.5%
WAG
1948
Winthrop Advisory Group
Massachusetts
$5.44M +$376K +1,239 +7%
CCFM
1949
Clear Creek Financial Management
Washington
$5.44M +$887K +2,924 +19%
ACH
1950
ArrowMark Colorado Holdings
Colorado
$5.43M – – –
76 77
78
79 80