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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VRM
2101
Vectors Research Management
New York
$4.41M -$154K -603 -4%
ACM
2102
Accent Capital Management
Ohio
$4.4M +$82.9K +325 +2%
HAG
2103
HF Advisory Group
Maryland
$4.39M +$423K +1,658 +12%
WFI
2104
West Family Investments
California
$4.39M +$1.35M +5,272 +53%
TWA
2105
TCI Wealth Advisors
Arizona
$4.39M -$35.7K -140 -0.9%
AWM
2106
Aberdeen Wealth Management
Illinois
$4.39M – – –
TPWM
2107
Twelve Points Wealth Management
Massachusetts
$4.37M +$11.5K +45 +0.3%
OIS
2108
Okabena Investment Services
Minnesota
$4.35M +$76.6K +300 +2%
BL
2109
Bleichroeder LP
New York
$4.35M – – –
ALA
2110
Atlas Legacy Advisors
California
$4.34M -$362K -1,418 -9%
MGWM
2111
Marks Group Wealth Management
Minnesota
$4.34M -$1.34M -5,267 -26%
OWA
2112
Octavia Wealth Advisors
Ohio
$4.34M -$1.48M -5,796 -28%
CWM
2113
Centric Wealth Management
Illinois
$4.34M +$61.5K +241 +2%
REMPR
2114
Roof Eidam Maycock Peralta (REMP)
California
$4.34M +$25.5K +100 +0.7%
M1FG
2115
Mach-1 Financial Group
Arkansas
$4.33M -$343K -1,346 -8%
MPW
2116
MASECO Private Wealth
$4.33M +$3.81M +14,936 New
C
2117
Certuity
Florida
$4.32M -$129K -505 -3%
FIM
2118
FWL Investment Management
Texas
$4.32M -$73K -286 -2%
LWM
2119
Lodestone Wealth Management
Washington
$4.31M -$714K -2,797 -16%
NPT
2120
National Philanthropic Trust
Pennsylvania
$4.31M +$516K +2,021 +16%
LCGC
2121
Legacy Capital Group California
California
$4.31M +$1.26M +4,938 +50%
BCM
2122
Brasada Capital Management
Texas
$4.3M +$49.8K +195 +1%
EW
2123
Elyxium Wealth
California
$4.3M +$89.6K +351 +2%
CAIM
2124
Catherine Avery Investment Management
Florida
$4.3M -$176K -688 -4%
GP
2125
Greenline Partners
New York
$4.3M +$138K +541 +4%
83 84
85
86 87