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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
2051
Rowland Carmichael Advisors
Arizona
$1.16M +$34.6K +270 +3%
CCB
2052
Cutter & Co Brokerage
Missouri
$1.16M -$371K -2,889 -26%
WDL
2053
Well Done LLC
Michigan
$1.16M -$770 -6 -0.1%
PCM
2054
Pointe Capital Management
Michigan
$1.16M – – –
WAG
2055
Winthrop Advisory Group
Massachusetts
$1.15M -$15.6K -122 -1%
MFW
2056
Meristem Family Wealth
Minnesota
$1.15M +$8.85K +69 +0.8%
AWM
2057
AllSquare Wealth Management
New York
$1.15M -$14.2K -111 -1%
AA
2058
Alesco Advisors
New York
$1.15M -$81.2K -633 -7%
LF
2059
Lantz Financial
Illinois
$1.14M -$1.8K -14 -0.2%
CG
2060
CFO4Life Group
Texas
$1.14M +$17.7K +138 +2%
HAIM
2061
Hunter Associates Investment Management
Pennsylvania
$1.14M +$66.1K +515 +7%
NEWAS
2062
N.E.W. Advisory Services
Wisconsin
$1.14M +$1.05M +8,173 New
CA
2063
Cambridge Advisors
Nebraska
$1.13M +$3.33K +26 +0.3%
SRC
2064
Sage Rhino Capital
California
$1.13M -$87.6K -683 -8%
DWM
2065
Destination Wealth Management
California
$1.12M +$286K +2,229 +38%
SWM
2066
Sugarloaf Wealth Management
Georgia
$1.12M +$1.03M +8,017 New
TCB
2067
Texas Capital Bancshares
Texas
$1.12M +$32.1K +250 +3%
ACA
2068
Affinity Capital Advisors
California
$1.12M +$1.03M +8,003 New
VCP
2069
Verus Capital Partners
Arizona
$1.12M +$1.03M +8,006 New
MGWM
2070
Marks Group Wealth Management
Minnesota
$1.11M +$1.03M +7,996 New
AIM
2071
Alhambra Investment Management
Florida
$1.11M +$1.03M +7,992 New
GPA
2072
Garrison Point Advisors
California
$1.11M +$50.4K +393 +5%
HR
2073
Hardy Reed
Mississippi
$1.11M +$16.9K +132 +2%
GWCM
2074
Godshalk Welsh Capital Management
Pennsylvania
$1.1M -$19.2K -150 -2%
LA
2075
Legacy Advisors
Pennsylvania
$1.1M +$181K +1,411 +22%
81 82
83
84 85