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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2051
Concord Wealth Partners
Virginia
$1.54M +$169K +1,366 +11%
TLCM
2052
Twin Lakes Capital Management
California
$1.53M -$40.8K -329 -2%
SWM
2053
Sculati Wealth Management
Michigan
$1.53M +$12.4K +100 +0.7%
CCM
2054
CAAS Capital Management
New York
$1.53M -$1.7M -13,721 -50%
AI
2055
Accredited Investors
Minnesota
$1.52M -$22.7K -183 -1%
CIM
2056
CIM Investment Management
Pennsylvania
$1.52M -$8.92K -72 -0.5%
BEI
2057
Benjamin Edwards Inc
Missouri
$1.52M -$198K -1,600 -11%
HNWAG
2058
High Net Worth Advisory Group
Florida
$1.52M -$418K -3,370 -20%
CWM
2059
Connecticut Wealth Management
Connecticut
$1.52M -$59.1K -477 -3%
AFS
2060
Aft Forsyth & Sober
Florida
$1.51M – – –
TWI
2061
Thomas White International
Illinois
$1.51M – – –
SI
2062
Saxon Interests
Texas
$1.51M +$18.2K +147 +1%
SFG
2063
Steward Financial Group
Texas
$1.51M +$23.5K +190 +1%
EBWM
2064
Eagle Bluffs Wealth Management
Missouri
$1.51M +$293K +2,363 +21%
PCP
2065
Proficio Capital Partners
Massachusetts
$1.51M -$136K -1,097 -8%
TFP
2066
Tilia Fiduciary Partners
North Carolina
$1.51M +$108K +869 +7%
GWA
2067
GGM Wealth Advisors
Maryland
$1.5M -$5.2K -42 -0.3%
IIL
2068
Insight Inv LLC
California
$1.5M +$68.1K +550 +4%
MWM
2069
Marion Wealth Management
Pennsylvania
$1.5M +$491K +3,965 +42%
WAM
2070
Weatherly Asset Management
California
$1.5M -$28K -226 -2%
SN
2071
Sittner & Nelson
Oregon
$1.5M +$208K +1,676 +14%
AIP
2072
Ahrens Investment Partners
Louisiana
$1.5M +$26.9K +217 +2%
AG
2073
AIA Group
Hong Kong
$1.5M -$1.63M -13,172 -50%
HCM
2074
Highlander Capital Management
New Jersey
$1.5M – – –
MS
2075
Maven Securities
Jersey
$1.5M +$775K +6,258 +89%
81 82
83
84 85