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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1951
Spreng Capital Management
Ohio
$2.09M -$120K -874 -5%
RHP
1952
Royal Harbor Partners
Texas
$2.09M -$319K -2,328 -13%
WA
1953
Wealth Alliance
New York
$2.09M -$710K -5,184 -24%
MCCP
1954
Mission Creek Capital Partners
California
$2.09M -$41.2K -301 -2%
GCC
1955
Game Creek Capital
Massachusetts
$2.08M -$85.6K -625 -4%
TWA
1956
TCI Wealth Advisors
Arizona
$2.08M +$170K +1,244 +8%
TC
1957
Trust Company
Kansas
$2.08M +$2.6K +19 +0.1%
GG
1958
Gleason Group
Kentucky
$2.07M +$23K +168 +1%
DAM
1959
Delta Asset Management
Tennessee
$2.06M -$72.1K -526 -3%
DA
1960
Dillon & Associates
Michigan
$2.06M -$306K -2,231 -12%
VFA
1961
Voya Financial Advisors
Connecticut
$2.06M -$491K -3,581 -18%
CPIA
1962
Cornell Pochily Investment Advisors
New York
$2.05M -$26.4K -193 -1%
AWM
1963
Aberdeen Wealth Management
Illinois
$2.05M – – –
LIM
1964
Longfellow Investment Management
Massachusetts
$2.05M -$374K -2,726 -15%
LAM
1965
L2 Asset Management
Massachusetts
$2.05M +$1.24M +9,073 +137%
REMPR
1966
Roof Eidam Maycock Peralta (REMP)
California
$2.04M +$79.6K +581 +4%
JWM
1967
Jessup Wealth Management
Ohio
$2.04M +$98K +715 +5%
JWM
1968
Jeppson Wealth Management
California
$2.04M -$35.1K -256 -2%
FCAG
1969
First Capital Advisors Group
New Jersey
$2.04M -$34.9K -255 -2%
BCM
1970
Birmingham Capital Management
Alabama
$2.02M +$15.1K +110 +0.7%
FWM
1971
Finer Wealth Management
Massachusetts
$2.02M +$243K +1,777 +13%
WCM
1972
WealthBridge Capital Management
Ohio
$2.02M -$16.6K -121 -0.8%
WWM
1973
Wolff Wiese Magana
California
$2.02M +$20K +146 +1%
PFM
1974
Phillips Financial Management
Indiana
$2.01M +$8.22K +60 +0.4%
SWA
1975
SFMG Wealth Advisors
Texas
$2.01M -$34.3K -250 -2%
77 78
79
80 81