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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1951
Channel Wealth
California
$3.01M +$329K +2,169 +14%
EHC
1952
Everett Harris & Co
California
$3M -$14.9K -98 -0.6%
CBFP
1953
Cedar Brook Financial Partners
Ohio
$3M +$95.5K +630 +4%
CPA
1954
Court Place Advisors
Maryland
$2.99M -$11.4K -75 -0.4%
PP
1955
Pegasus Partners
Wisconsin
$2.99M -$9.09K -60 -0.3%
BSA
1956
Bull Street Advisors
Georgia
$2.99M +$10.6K +70 +0.4%
RIA
1957
Realta Investment Advisors
Delaware
$2.99M -$200K -1,322 -7%
WFAG
1958
Worth Financial Advisory Group
North Carolina
$2.98M +$42.6K +281 +2%
CFFP
1959
Center for Financial Planning
Michigan
$2.98M +$6.37K +42 +0.2%
TCPG
1960
Trivant Custom Portfolio Group
California
$2.97M -$73K -482 -3%
LWM
1961
Ledge Wealth Management
Minnesota
$2.97M -$58.6K -387 -2%
FWM
1962
Forza Wealth Management
Florida
$2.97M -$477K -3,145 -15%
FPIS
1963
Financial Planning & Information Services
Wisconsin
$2.97M – – –
BMC
1964
Benin Management Corp
Connecticut
$2.97M -$22.7K -150 -0.9%
SF
1965
Symphony Financial
Texas
$2.96M +$2.09M +13,767 +365%
SIA
1966
Sage Investment Advisers
New York
$2.96M -$109K -718 -4%
CA
1967
CGN Advisors
Kansas
$2.96M -$145K -960 -5%
MWA
1968
Moser Wealth Advisors
Washington
$2.95M -$18.2K -120 -0.7%
MCCP
1969
Mission Creek Capital Partners
California
$2.95M +$42.4K +280 +2%
3IP
1970
3Chopt Investment Partners
Virginia
$2.94M +$14.7K +97 +0.6%
SQA
1971
Simon Quick Advisors
New Jersey
$2.93M -$316K -2,087 -11%
NF
1972
Nvest Financial
New Hampshire
$2.93M +$143K +944 +6%
GWMR
1973
GC Wealth Management RIA
Massachusetts
$2.93M +$2.61M +17,225 New
MLM
1974
Mount Lucas Management
Pennsylvania
$2.92M +$2.6M +17,143 New
BIG
1975
Brooklyn Investment Group
New York
$2.91M +$2.59M +17,123 New
77 78
79
80 81