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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
1951
Good Life Advisors
Pennsylvania
$5.24M +$1.79K +7 +0%
WGC
1952
Watts Gwilliam & Co
Arizona
$5.23M -$54.6K -214 -1%
QWM
1953
Quadcap Wealth Management
Texas
$5.23M -$3.57K -14 -0.1%
3IP
1954
3Chopt Investment Partners
Virginia
$5.22M -$19.1K -75 -0.4%
UAG
1955
United Advisor Group
Ohio
$5.2M +$298K +1,168 +7%
EA
1956
Eclectic Associates
California
$5.2M +$386K +1,512 +9%
MFA
1957
Mayflower Financial Advisors
Massachusetts
$5.19M -$181K -711 -4%
FWM
1958
Forza Wealth Management
Florida
$5.19M -$9.19K -36 -0.2%
TNA
1959
True North Advisors
Texas
$5.19M -$703K -2,755 -13%
AIM
1960
Aspen Investment Management
Michigan
$5.19M -$7.4K -29 -0.2%
LMKC
1961
L.M. Kohn & Company
Ohio
$5.19M -$121K -475 -3%
CAC
1962
Certified Advisory Corp
Florida
$5.19M -$954K -3,740 -17%
AEPWM
1963
Atlantic Edge Private Wealth Management
Florida
$5.18M -$17.9K -70 -0.4%
IAS
1964
Investment Advisory Services
Texas
$5.18M +$71.2K +279 +2%
SM
1965
Sweeney & Michel
California
$5.18M -$47.5K -186 -1%
AWM
1966
Affinity Wealth Management
Delaware
$5.18M -$2.81K -11 -0.1%
AWM
1967
Angeles Wealth Management
California
$5.18M -$33.9K -133 -0.7%
XT
1968
XTX Topco
Cayman Islands
$5.17M +$4.55M +17,842 New
RMAM
1969
Raab & Moskowitz Asset Management
New Jersey
$5.17M -$340K -1,334 -7%
NAS
1970
NWF Advisory Services
California
$5.17M +$544K +2,132 +14%
IIA
1971
IPG Investment Advisors
California
$5.16M -$234K -917 -5%
GKWIM
1972
Gerber Kawasaki Wealth & Investment Management
California
$5.16M +$378K +1,482 +9%
TIA
1973
Tiemann Investment Advisors
California
$5.15M – – –
GGHC
1974
Gilder Gagnon Howe & Co
New York
$5.14M -$781K -3,062 -15%
CRWM
1975
Castle Rock Wealth Management
California
$5.14M +$1.55M +6,087 +53%
77 78
79
80 81