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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NHC
1951
Nicholas Hoffman & Company
Georgia
$965K +$1.43K +13 +0.2%
DWM
1952
Destination Wealth Management
California
$960K +$213K +1,931 +29%
GIM
1953
Greylin Investment Management
Virginia
$959K -$12.7K -115 -1%
WCM
1954
WealthBridge Capital Management
Ohio
$956K -$143K -1,294 -12%
AWM
1955
AllSquare Wealth Management
New York
$953K -$93.7K -850 -9%
CM
1956
Columbus Macro
Pennsylvania
$953K -$19.6K -178 -2%
FFW
1957
Fusion Family Wealth
New York
$952K +$784K +7,113 +507%
PWMG
1958
Prestige Wealth Management Group
New Jersey
$950K +$155K +1,408 +20%
RCM
1959
Requisite Capital Management
Texas
$947K – – –
LCM
1960
LVM Capital Management
Michigan
$943K +$82.7K +750 +10%
LF
1961
Lantz Financial
Illinois
$942K -$32.6K -296 -3%
PWPS
1962
Pinnacle Wealth Planning Services
Ohio
$942K +$240K +2,177 +35%
HIIFS
1963
Harel Insurance Investments & Financial Services
Israel
$937K -$24M -217,545 -96%
DAM
1964
Doheny Asset Management
California
$937K +$256K +2,325 +38%
PSG
1965
Planning Solutions Group
Maryland
$935K +$10.5K +95 +1%
PW
1966
Price Wealth
Texas
$932K +$12.1K +110 +1%
WDL
1967
Well Done LLC
Michigan
$931K +$3.75K +34 +0.4%
LA
1968
Legacy Advisors
Pennsylvania
$930K -$849K -7,699 -48%
WC
1969
Whitnell & Co
Illinois
$930K -$62.5K -567 -6%
OTPPB
1970
Ontario Teachers' Pension Plan Board
Ontario, Canada
$928K +$915K +8,299 New
FBFS
1971
First Business Financial Services
Wisconsin
$926K -$18.9K -171 -2%
PCM
1972
Pointe Capital Management
Michigan
$926K +$331K +3,000 +57%
PCM
1973
Penserra Capital Management
California
$920K -$340K -3,084 -27%
GA
1974
Greytown Advisors
Florida
$917K +$451K +4,094 +100%
DCM
1975
Dimension Capital Management
Florida
$912K -$116K -1,055 -11%
77 78
79
80 81