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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
2101
Crews Bank & Trust
Florida
$5.1M -$80.8K -261 -2%
NA
2102
NWM Advisors
California
$5.06M +$4.86M +15,710 New
IFWM
2103
Institute for Wealth Management
Colorado
$5.06M -$105K -340 -2%
IF
2104
Ironwood Financial
Arizona
$5.06M +$619 +2 +0%
CCG
2105
Chatham Capital Group
Georgia
$5.05M +$52.6K +170 +1%
TCPG
2106
Trivant Custom Portfolio Group
California
$5.05M -$44.9K -145 -0.9%
RCA
2107
Runnymede Capital Advisors
Ohio
$5.05M +$4.65M +15,028 +2,334%
BCM
2108
Buckhead Capital Management
Georgia
$5.05M -$559K -1,805 -10%
AIM
2109
Advyzon Investment Management
Illinois
$5.04M +$2.22M +7,161 +84%
DA
2110
Dillon & Associates
Michigan
$5.04M -$15.5K -50 -0.3%
GI
2111
GS Investments
Minnesota
$5.04M -$304K -982 -6%
CWM
2112
Centric Wealth Management
Illinois
$5.04M +$205K +662 +4%
OF
2113
Outfitter Financial
Maine
$5.03M -$186K -600 -4%
CCFM
2114
Clear Creek Financial Management
Washington
$5.01M -$24.8K -80 -0.5%
EFSCE
2115
Enterprise Financial Services Corp (EFSC)
Missouri
$5.01M -$165K -532 -3%
CFS
2116
Commonwealth Financial Services
West Virginia
$4.99M -$490K -1,583 -9%
CF
2117
Convergence Financial
Missouri
$4.99M +$87.3K +282 +2%
NAG
2118
Northstar Advisory Group
New Jersey
$4.98M -$957K -3,091 -17%
MIM
2119
Marshall Investment Management
Colorado
$4.98M +$336K +1,086 +8%
ACM
2120
Accent Capital Management
Ohio
$4.97M +$310 +1 +0%
BW
2121
BIP Wealth
Georgia
$4.97M +$2.51M +8,121 +111%
RMP
2122
Richards, Merrill & Peterson
Washington
$4.95M +$262K +847 +6%
JFG
2123
Juno Financial Group
Virginia
$4.95M +$4.76M +15,365 New
QPWM
2124
Quadrant Private Wealth Management
Pennsylvania
$4.95M +$215K +695 +5%
IIA
2125
Integral Investment Advisors
California
$4.94M +$135K +436 +3%
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