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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCPWM
2201
Traverso Chambers Private Wealth Management
California
$851K -$5.13K -40 -0.7%
PCP
2202
Proficio Capital Partners
Massachusetts
$851K +$48.9K +381 +7%
SC
2203
Steph & Co
Wisconsin
$848K +$781K +6,086 New
RHDIC
2204
R.H. Dinel Investment Counsel
California
$846K – – –
HWMG
2205
Hurlow Wealth Management Group
Indiana
$843K -$6.41K -50 -0.8%
MCA
2206
Magnolia Capital Advisors
Mississippi
$840K +$774K +6,031 New
MWM
2207
Modera Wealth Management
New Jersey
$834K +$141K +1,101 +23%
APW
2208
Aurora Private Wealth
New Jersey
$832K +$766K +5,971 New
TVAMP
2209
Tennessee Valley Asset Management Partners
Tennessee
$825K -$24.2K -189 -3%
FAM
2210
Formidable Asset Management
Ohio
$822K +$767K +5,981 New
AIA
2211
Angeles Investment Advisors
California
$820K +$32.4K +253 +4%
LWPC
2212
Legacy Wealth Partners (California)
California
$818K +$762K +5,943 New
NFG
2213
Nations Financial Group
Iowa
$816K +$183K +1,425 +32%
FVWA
2214
Foster Victor Wealth Advisors
South Carolina
$814K +$95.7K +746 +14%
AMC
2215
Asset Management Corp
Illinois
$812K +$747K +5,827 New
UC
2216
Unio Capital
New Jersey
$810K +$52.5K +409 +8%
P
2217
&Partners
Tennessee
$803K – – –
TF
2218
TRH Financial
Iowa
$803K +$758K +5,911 New
HHGA
2219
Halbert Hargrove Global Advisors
California
$800K -$254K -1,981 -26%
SA
2220
Shilanski & Associates
Alaska
$800K -$6.93K -54 -0.9%
RWA
2221
RGT Wealth Advisors
Texas
$796K +$67.7K +528 +10%
GIA
2222
Gladstone Institutional Advisory
Florida
$795K +$56.7K +442 +8%
HCM
2223
Horiko Capital Management
New York
$795K +$64.1K +500 +10%
RPG
2224
Resource Planning Group
Georgia
$793K +$4.36K +34 +0.6%
FCB
2225
First Command Bank
Texas
$791K +$52.7K +411 +8%
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89
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