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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SJIM
2076
St. Johns Investment Management
Florida
$1.78M -$19.6K -125 -1%
PWMG
2077
Prestige Wealth Management Group
New Jersey
$1.78M +$304K +1,936 +20%
CCP
2078
Clough Capital Partners
Massachusetts
$1.78M -$25.9M -165,030 -94%
MCA
2079
Mercer Capital Advisers
New Jersey
$1.77M -$7.85K -50 -0.4%
HPWM
2080
Highland Private Wealth Management
Washington
$1.77M +$35.8K +228 +2%
PB
2081
Pinnacle Bancorp
Nebraska
$1.76M +$10.7K +68 +0.6%
CGA
2082
Crescent Grove Advisors
Illinois
$1.76M -$96.7K -616 -5%
BHTS
2083
Bar Harbor Trust Services
Maine
$1.76M +$57.2K +364 +3%
PWM
2084
Peterson Wealth Management
Nevada
$1.76M +$656K +4,176 +59%
CA
2085
Continuum Advisory
Idaho
$1.75M +$806K +5,135 +84%
BSAM
2086
Blue Square Asset Management
New York
$1.75M -$446K -2,837 -20%
PFWA
2087
Paces Ferry Wealth Advisors
Georgia
$1.75M -$104K -665 -6%
CCM
2088
Community Capital Management
Florida
$1.74M +$346K +2,200 +24%
PC
2089
Port Capital
Illinois
$1.74M -$60.3K -384 -3%
RHP
2090
Royal Harbor Partners
Texas
$1.74M +$111K +705 +7%
UFF
2091
USA Financial Formulas
Michigan
$1.74M +$403K +2,567 +30%
TGAM
2092
TBH Global Asset Management
Tennessee
$1.74M +$408K +2,599 +30%
MWM
2093
Modera Wealth Management
New Jersey
$1.72M +$172K +1,092 +11%
WA
2094
Waverly Advisors
Alabama
$1.72M +$447K +2,845 +36%
OAM
2095
Occidental Asset Management
California
$1.72M +$106K +677 +7%
KA
2096
Klingman & Associates
New York
$1.71M -$880K -5,601 -34%
CAM
2097
Cacti Asset Management
Georgia
$1.71M – – –
SC
2098
Sovarnum Capital
New York
$1.71M +$628K +4,000 +57%
JWM
2099
Jackson Wealth Management
Florida
$1.71M +$1.72M +10,983 New
ATFA
2100
All Terrain Financial Advisors
Minnesota
$1.71M +$1.53M +9,738 +789%
82 83
84
85 86