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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
2076
Prestige Wealth Management Group
New Jersey
$1.78M +$304K +1,936 +20%
CCP
2077
Clough Capital Partners
Massachusetts
$1.78M -$25.9M -165,030 -94%
MCA
2078
Mercer Capital Advisers
New Jersey
$1.77M -$7.85K -50 -0.4%
HPWM
2079
Highland Private Wealth Management
Washington
$1.77M +$35.8K +228 +2%
PB
2080
Pinnacle Bancorp
Nebraska
$1.76M +$10.7K +68 +0.6%
CGA
2081
Crescent Grove Advisors
Illinois
$1.76M -$96.7K -616 -5%
BHTS
2082
Bar Harbor Trust Services
Maine
$1.76M +$57.2K +364 +3%
PWM
2083
Peterson Wealth Management
Nevada
$1.76M +$656K +4,176 +59%
CA
2084
Continuum Advisory
Idaho
$1.75M +$806K +5,135 +84%
BSAM
2085
Blue Square Asset Management
New York
$1.75M -$446K -2,837 -20%
PFWA
2086
Paces Ferry Wealth Advisors
Georgia
$1.75M -$104K -665 -6%
CCM
2087
Community Capital Management
Florida
$1.74M +$346K +2,200 +24%
PC
2088
Port Capital
Illinois
$1.74M -$60.3K -384 -3%
RHP
2089
Royal Harbor Partners
Texas
$1.74M +$111K +705 +7%
UFF
2090
USA Financial Formulas
Michigan
$1.74M +$403K +2,567 +30%
TGAM
2091
TBH Global Asset Management
Tennessee
$1.74M +$408K +2,599 +30%
MWM
2092
Modera Wealth Management
New Jersey
$1.72M +$172K +1,092 +11%
WA
2093
Waverly Advisors
Alabama
$1.72M +$447K +2,845 +36%
OAM
2094
Occidental Asset Management
California
$1.72M +$106K +677 +7%
KA
2095
Klingman & Associates
New York
$1.71M -$880K -5,601 -34%
CAM
2096
Cacti Asset Management
Georgia
$1.71M – – –
SC
2097
Sovarnum Capital
New York
$1.71M +$628K +4,000 +57%
JWM
2098
Jackson Wealth Management
Florida
$1.71M +$1.72M +10,983 New
ATFA
2099
All Terrain Financial Advisors
Minnesota
$1.71M +$1.53M +9,738 +789%
PMFA
2100
Plante Moran Financial Advisors
Michigan
$1.7M -$435K -2,771 -20%
82 83
84
85 86