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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMM
2101
Legacy Wealth Management (Mississippi)
Mississippi
$1.67M – – –
TWP
2102
Tempus Wealth Planning
California
$1.67M -$206K -1,502 -10%
EWM
2103
Elmwood Wealth Management
California
$1.67M +$19.9K +145 +1%
FFA
2104
Farther Finance Advisors
California
$1.66M +$987K +7,206 +129%
WEG
2105
World Equity Group
Illinois
$1.66M +$3.13M +22,872 +136%
WCA
2106
Waratah Capital Advisors
Ontario, Canada
$1.66M +$1.75M +12,737 New
TAM
2107
Trillium Asset Management
Massachusetts
$1.66M -$486K -3,544 -23%
WAAG
2108
Wealth Alliance Advisory Group
Kansas
$1.65M -$75.1K -548 -4%
FCA
2109
FinTrust Capital Advisors
South Carolina
$1.65M – – –
ADBIC
2110
A.D. Beadell Investment Counsel
Wisconsin
$1.65M -$286K -2,085 -14%
I
2111
INVST
Indiana
$1.65M +$35.5K +259 +2%
GWM
2112
Greenwich Wealth Management
Connecticut
$1.65M +$22.5K +164 +1%
BST
2113
Bath Savings Trust
Maine
$1.65M +$24.8K +181 +1%
FP
2114
Fiduciary Planning
Florida
$1.64M +$13.7K +100 +0.8%
IIL
2115
Insight Inv LLC
California
$1.64M -$118K -860 -6%
MA
2116
MJP Associates
Connecticut
$1.63M +$73.6K +537 +4%
AF
2117
Aldebaran Financial
$1.63M -$658K -4,800 -28%
AR
2118
Advisory Research
Illinois
$1.62M – – –
KLWA
2119
Kelly Lawrence W & Associates
California
$1.62M -$5.48K -40 -0.3%
VIM
2120
Vista Investment Management
Pennsylvania
$1.62M +$99.2K +724 +6%
OIM
2121
Oder Investment Management
California
$1.61M -$149K -1,088 -8%
MAM
2122
Mastrapasqua Asset Management
Tennessee
$1.61M +$67.1K +490 +4%
MTC
2123
Matrix Trust Company
Colorado
$1.61M +$616K +4,495 +57%
CCM
2124
Compton Capital Management
Rhode Island
$1.61M -$3.89M -28,413 -70%
CRWM
2125
Castle Rock Wealth Management
California
$1.6M -$48.5K -354 -3%
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85
86 87