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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
2076
Holistic Financial Partners
Indiana
$1.74M +$197K +1,436 +12%
IWS
2077
Insight Wealth Strategies
California
$1.74M -$61.4K -448 -3%
VCP
2078
Verus Capital Partners
Arizona
$1.74M +$48.2K +352 +3%
PCM
2079
Pointe Capital Management
Michigan
$1.74M +$91.3K +666 +5%
SW
2080
SlateStone Wealth
Florida
$1.74M +$226K +1,650 +14%
MA
2081
MONECO Advisors
Connecticut
$1.73M +$276K +2,017 +18%
HCM
2082
Highlander Capital Management
New Jersey
$1.73M – – –
TAM
2083
Todd Asset Management
Kentucky
$1.73M – – –
HIC
2084
Hartline Investment Corp
Illinois
$1.73M +$56.9K +415 +3%
OC
2085
Oarsman Capital
Wisconsin
$1.72M -$191K -1,395 -10%
NCM
2086
Neumann Capital Management
California
$1.72M -$68.5K -500 -4%
DWM
2087
Drive Wealth Management
Utah
$1.72M +$13.3K +97 +0.7%
PHS
2088
Pekin Hardy Strauss
Illinois
$1.71M -$17.8K -130 -1%
PWM
2089
Palumbo Wealth Management
New York
$1.71M +$65.4K +477 +4%
6F
2090
626 Financial
Michigan
$1.71M -$56.7K -414 -3%
AFS
2091
Aft Forsyth & Sober
Florida
$1.71M -$48K -350 -3%
AGA
2092
Accuvest Global Advisors
Utah
$1.7M -$1.17M -8,515 -39%
WI
2093
WrapManager Inc
California
$1.7M -$629K -4,592 -26%
GSC
2094
G&S Capital
Colorado
$1.69M +$1.54M +11,269 +662%
BCA
2095
Bay Colony Advisors
Massachusetts
$1.69M -$352K -2,570 -16%
TRIA
2096
Trail Ridge Investment Advisors
Colorado
$1.69M -$1.64K -12 -0.1%
EG
2097
Ellerson Group
Maryland
$1.69M -$69.9K -510 -4%
SMH
2098
Sanders Morris Harris
Texas
$1.68M -$994K -7,254 -36%
CWM
2099
Chesapeake Wealth Management
Virginia
$1.68M -$16.3K -119 -0.9%
RCA
2100
Ranch Capital Advisors
Florida
$1.68M +$61.1K +446 +4%
82 83
84
85 86