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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1951
SFMG Wealth Advisors
Texas
$5.43M +$728K +2,398 +15%
HDA
1952
Harold Davidson & Associates
California
$5.43M -$239K -787 -4%
LM
1953
Lincluden Management
Ontario, Canada
$5.43M +$232K +764 +4%
FAP
1954
Financial Advisory Partners
Florida
$5.43M -$18.8K -62 -0.3%
PWM
1955
Platt Wealth Management
California
$5.42M +$146K +480 +3%
SACTSONJ
1956
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$5.42M -$3.42M -11,268 -38%
WCM
1957
Weaver Capital Management
Georgia
$5.41M +$40.1K +132 +0.7%
CWS
1958
Cypress Wealth Services
California
$5.4M -$94.1K -310 -2%
IIC
1959
Integrated Investment Consultants
Michigan
$5.4M -$12.4K -41 -0.2%
BFO
1960
Biltmore Family Office
North Carolina
$5.4M +$342K +1,127 +7%
MFA
1961
Mayflower Financial Advisors
Massachusetts
$5.39M +$178K +585 +3%
MCM
1962
Maltese Capital Management
New York
$5.39M +$999K +3,293 +22%
HW
1963
Hedeker Wealth
Illinois
$5.38M +$39.1K +129 +0.7%
MIM
1964
Moseley Investment Management
Florida
$5.38M -$13.4K -44 -0.2%
BDS
1965
Banco de Sabadell
Florida
$5.38M -$411K -1,354 -7%
GPA
1966
Guerra Pan Advisors
New Jersey
$5.38M +$32.8K +108 +0.6%
SM
1967
Sweeney & Michel
California
$5.38M +$2.73K +9 +0.1%
NDSI
1968
Newman Dignan & Sheerar Inc
Rhode Island
$5.37M -$307K -1,011 -5%
WCM
1969
Wisconsin Capital Management
Wisconsin
$5.37M -$131K -432 -2%
FWM
1970
Forza Wealth Management
Florida
$5.36M +$18.5K +61 +0.3%
AEPWM
1971
Atlantic Edge Private Wealth Management
Florida
$5.36M +$38.2K +126 +0.7%
FI
1972
Firetrail Investments
Australia
$5.35M +$276K +910 +5%
SLWA
1973
San Luis Wealth Advisors
California
$5.34M +$147K +484 +3%
HAG
1974
HF Advisory Group
Maryland
$5.33M +$369K +1,217 +7%
GWM
1975
Graybill Wealth Management
Illinois
$5.33M +$57.1K +188 +1%
77 78
79
80 81