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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
2126
Patriot Financial Group Insurance Agency
Massachusetts
$1.91M -$172K -1,045 -8%
BC
2127
Bowman & Company
Wisconsin
$1.91M +$1.98M +12,027 New
JDR
2128
Jay D. Rosenbaum
$1.9M -$200K -1,216 -9%
HPWM
2129
Highland Private Wealth Management
Washington
$1.9M -$11.7K -71 -0.6%
BWP
2130
BSW Wealth Partners
Colorado
$1.89M +$221K +1,343 +13%
CASB
2131
Cape Ann Savings Bank
Massachusetts
$1.89M -$39.6K -241 -2%
SLWA
2132
San Luis Wealth Advisors
California
$1.89M +$637K +3,880 +48%
CBT
2133
CoreFirst Bank & Trust
Kansas
$1.89M -$60.6K -369 -3%
RWB
2134
RMR Wealth Builders
New Jersey
$1.88M -$2.43M -14,813 -55%
KIC
2135
Kensington Investment Counsel
California
$1.88M +$1.95M +11,886 New
MCAI
2136
Members Capital Advisors Inc
Wisconsin
$1.88M – – –
CAL
2137
Capital Advisors Ltd
Ohio
$1.88M +$183K +1,113 +10%
AA
2138
Aire Advisors
California
$1.88M +$1.95M +11,845 New
AWA
2139
Acorn Wealth Advisors
Michigan
$1.87M +$7.23K +44 +0.4%
TFP
2140
Tilia Fiduciary Partners
North Carolina
$1.87M +$1.94M +11,818 New
DI
2141
DFPG Investments
Utah
$1.87M -$302K -1,841 -13%
CGA
2142
Crescent Grove Advisors
Illinois
$1.87M +$119K +722 +7%
CB
2143
Cadence Bank
Mississippi
$1.86M -$12.3K -75 -0.6%
GWCM
2144
Godshalk Welsh Capital Management
Pennsylvania
$1.86M +$8.21K +50 +0.4%
FQ
2145
First Quadrant
California
$1.86M +$756K +4,603 +64%
EA
2146
Eudaimonia Advisors
Tennessee
$1.86M +$1.93M +11,763 New
SQA
2147
Simon Quick Advisors
New Jersey
$1.86M +$859K +5,231 +80%
PWM
2148
Peterson Wealth Management
Nevada
$1.86M +$63.9K +389 +3%
DBG
2149
De Burlo Group
Massachusetts
$1.85M +$49.3K +300 +3%
MAWCM
2150
Mine & Arao Wealth Creation & Management
California
$1.85M +$78.5K +478 +4%
84 85
86
87 88