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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OPOWM
2201
One Plus One Wealth Management
Florida
$1.46M +$3.77K +24 +0.3%
DAM
2202
Derbend Asset Management
Georgia
$1.46M +$1.47M +9,353 New
LWM
2203
Lionsbridge Wealth Management
Florida
$1.45M -$144K -917 -9%
WAM
2204
WealthTrust Asset Management
Florida
$1.45M +$1.46M +9,318 New
AAM
2205
Ascension Asset Management
New York
$1.45M – – –
WDC
2206
Woodward Diversified Capital
California
$1.45M +$104K +662 +8%
IWA
2207
IBEX Wealth Advisors
New Jersey
$1.44M +$1.46M +9,275 New
VIM
2208
Vista Investment Management
Pennsylvania
$1.44M +$8.64K +55 +0.6%
TCM
2209
Towercrest Capital Management
Pennsylvania
$1.44M -$103K -653 -7%
TWP
2210
Tempus Wealth Planning
California
$1.44M +$757K +4,822 +109%
RMCM
2211
Reynders McVeigh Capital Management
Massachusetts
$1.44M +$335K +2,135 +30%
BWM
2212
BerganKDV Wealth Management
Minnesota
$1.44M -$254K -1,615 -15%
HBWM
2213
Hollow Brook Wealth Management
New York
$1.44M -$17.6K -112 -1%
HTHT
2214
Hemenway Trust Hemenway Trust
New Hampshire
$1.44M +$135K +860 +10%
FRA
2215
Front Row Advisors
California
$1.42M +$111K +706 +8%
CBT
2216
Central Bank & Trust
Kentucky
$1.42M +$11.2K +71 +0.8%
PMAS
2217
PNC Managed Account Solutions
Texas
$1.42M +$1.43M +9,102 New
IIM
2218
InTrack Investment Management
Vermont
$1.41M -$82.5K -525 -5%
PFC
2219
Phocas Financial Corp
California
$1.41M +$47.9K +305 +3%
DM
2220
Delphi Management
Massachusetts
$1.41M +$150K +955 +12%
CPWA
2221
Cerro Pacific Wealth Advisors
California
$1.41M +$1.42M +9,033 New
CVM
2222
Cheviot Value Management
California
$1.4M +$8.48K +54 +0.6%
HFAS
2223
Hummer Financial Advisory Services
Illinois
$1.4M – – –
MA
2224
MJP Associates
Connecticut
$1.4M +$45.1K +287 +3%
CCA
2225
Childress Capital Advisors
Texas
$1.39M -$275K -1,754 -16%
87 88
89
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