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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWPC
2201
Legacy Wealth Partners (California)
California
$567K +$43.3K +356 +6%
HHGA
2202
Halbert Hargrove Global Advisors
California
$567K +$67.9K +559 +10%
CSWG
2203
Cardinal Strategic Wealth Guidance
Kentucky
$566K -$42.4K -349 -5%
MWM
2204
Merriman Wealth Management
Washington
$565K -$4.13K -34 -0.5%
ACA
2205
Ackerman Capital Advisors
Texas
$565K +$132K +1,085 +21%
CC
2206
Cedar Capital
Illinois
$563K -$151K -1,243 -17%
MCA
2207
Magnolia Capital Advisors
Mississippi
$563K +$26.7K +220 +4%
IWP
2208
Icon Wealth Partners
Texas
$562K +$152K +1,254 +25%
TIA
2209
Traphagen Investment Advisors
New Jersey
$561K -$2.31K -19 -0.3%
MHIC
2210
Marble Harbor Investment Counsel
Massachusetts
$561K +$10.3K +85 +1%
RWA
2211
RGT Wealth Advisors
Texas
$561K +$63.1K +519 +9%
LFG
2212
LifePlan Financial Group
Ohio
$559K – – –
SDAM
2213
Shulman DeMeo Asset Management
New York
$558K +$137K +1,125 +22%
PL
2214
Plancorp LLC
Missouri
$556K -$45.8K -377 -6%
REMPR
2215
Roof Eidam Maycock Peralta (REMP)
California
$555K +$72.9K +600 +11%
EA
2216
Emerald Advisors
Washington
$554K +$316K +2,600 +77%
SP
2217
SWS Partners
Ohio
$554K +$747K +6,150 New
TCPWM
2218
Traverso Chambers Private Wealth Management
California
$553K +$4.37K +36 +0.6%
ACA
2219
Atlas Capital Advisors
Wyoming
$552K +$136K +1,119 +22%
OBGC
2220
O'Brien Greene & Co
Pennsylvania
$552K – – –
EWM
2221
Executive Wealth Management
Michigan
$551K -$9.48K -78 -1%
MFP
2222
Meridian Financial Partners
Virginia
$551K +$126K +1,040 +22%
BOM
2223
Bank of Marin
California
$550K -$1.22K -10 -0.2%
SP
2224
Successful Portfolios
Florida
$550K +$121K +998 +20%
RIM
2225
Redwood Investment Management
Arizona
$549K -$210K -1,731 -22%
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