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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ADBIC
1951
A.D. Beadell Investment Counsel
Wisconsin
$1.69M +$83.3K +726 +5%
AWC
1952
Abundance Wealth Counselors
Pennsylvania
$1.68M +$574 +5 +0%
TWP
1953
Tempus Wealth Planning
California
$1.68M +$770K +6,711 +71%
PWMG
1954
Pinnacle Wealth Management Group
Michigan
$1.68M – – –
HA
1955
Hamel Associates
New Jersey
$1.68M -$4.04M -35,223 -69%
HCM
1956
Hollencrest Capital Management
California
$1.68M -$257K -2,239 -12%
GPFA
1957
Game Plan Financial Advisors
Ohio
$1.68M +$2.87K +25 +0.2%
CHJWM
1958
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.68M +$30.4K +265 +2%
LOIM
1959
Liberty One Investment Management
Illinois
$1.68M +$401K +3,495 +28%
DMBA
1960
Deseret Mutual Benefit Administrators
Utah
$1.67M -$241K -2,098 -12%
BSA
1961
Bull Street Advisors
Georgia
$1.66M +$3.33K +29 +0.2%
MCCP
1962
Mission Creek Capital Partners
California
$1.66M +$59.8K +521 +3%
SFS
1963
Summit Financial Strategies
Ohio
$1.66M +$1.1M +9,568 +151%
RF
1964
Rollins Financial
Georgia
$1.66M -$234K -2,040 -11%
SWMG
1965
Signature Wealth Management Group
Georgia
$1.66M +$71.5K +623 +4%
DAM
1966
Delta Asset Management
Tennessee
$1.66M +$92.2K +803 +5%
VT
1967
Vise Technologies
New York
$1.66M +$389K +3,393 +27%
GGHC
1968
Gilder Gagnon Howe & Co
New York
$1.66M +$9.18K +80 +0.5%
AIM
1969
Aspen Investment Management
Michigan
$1.65M -$35K -305 -2%
GWA
1970
GGM Wealth Advisors
Maryland
$1.65M +$18.7K +163 +1%
BEI
1971
Benjamin Edwards Inc
Missouri
$1.65M +$260K +2,268 +17%
PPG
1972
Peak Planning Group
Colorado
$1.65M +$129K +1,125 +8%
EP
1973
Edgestream Partners
New Jersey
$1.65M -$2.2M -19,207 -55%
AWM
1974
Aberdeen Wealth Management
Illinois
$1.64M – – –
MCM
1975
Manchester Capital Management
Vermont
$1.64M +$72.3K +630 +4%
77 78
79
80 81