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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1951
Delta Asset Management
Tennessee
$2.32M +$13.6K +99 +0.6%
FWM
1952
Finer Wealth Management
Massachusetts
$2.31M +$56K +407 +3%
GG
1953
Gleason Group
Kentucky
$2.31M +$4.81K +35 +0.2%
NF
1954
Nvest Financial
New Hampshire
$2.31M +$208K +1,509 +11%
RZH
1955
Relyea Zuckerberg Hanson
Connecticut
$2.3M +$249K +1,814 +13%
KIC
1956
Kensington Investment Counsel
California
$2.3M +$286K +2,082 +15%
NW
1957
Naviter Wealth
Arkansas
$2.3M +$252K +1,829 +13%
MFS
1958
Mirabella Financial Services
United Kingdom
$2.3M +$2.17M +15,800 New
CPIA
1959
Cornell Pochily Investment Advisors
New York
$2.3M +$9.9K +72 +0.5%
PMFA
1960
Plante Moran Financial Advisors
Michigan
$2.3M +$675K +4,911 +45%
IF
1961
Ironwood Financial
Arizona
$2.29M -$85.3K -620 -4%
AWM
1962
Aberdeen Wealth Management
Illinois
$2.29M – – –
VFA
1963
Voya Financial Advisors
Connecticut
$2.28M -$13.6K -99 -0.6%
FFG
1964
Fortem Financial Group
California
$2.28M +$143K +1,038 +7%
PFM
1965
Phillips Financial Management
Indiana
$2.26M +$14.9K +108 +0.7%
FCAG
1966
First Capital Advisors Group
New Jersey
$2.26M -$8.94K -65 -0.4%
SEEDPG
1967
S.E.E.D. Planning Group
New York
$2.26M +$82.5K +600 +4%
EWA
1968
Etesian Wealth Advisors
Oregon
$2.26M +$16.2K +118 +0.8%
MJB
1969
Mark J. Bradley
$2.26M -$787K -5,720 -27%
SXL
1970
Summit X LLC
Missouri
$2.25M +$116K +844 +6%
RWS
1971
Resolute Wealth Strategies
Mississippi
$2.24M +$38.4K +279 +2%
SN
1972
Sittner & Nelson
Oregon
$2.24M +$50.5K +367 +2%
WA
1973
Wealth Alliance
New York
$2.24M -$83.5K -607 -4%
OIA
1974
Optimum Investment Advisors
Illinois
$2.24M +$26.1K +190 +1%
CCG
1975
Chatham Capital Group
Georgia
$2.23M +$6.88K +50 +0.3%
77 78
79
80 81