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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2201
Wealth Architects
California
$1.73M +$53.9K +328 +3%
LC
2202
Lavaca Capital
Texas
$1.73M -$360K -2,191 -17%
TEC
2203
Tiger Eye Capital
Tennessee
$1.73M – – –
PWMG
2204
Prestige Wealth Management Group
New Jersey
$1.73M +$56.8K +346 +3%
OCPWS
2205
One Charles Private Wealth Services
Massachusetts
$1.73M -$166K -1,012 -8%
WIA
2206
Westbourne Investment Advisors
Maryland
$1.72M +$82.1K +500 +5%
BCM
2207
Breiter Capital Management
Florida
$1.72M +$11K +67 +0.6%
ACM
2208
Allred Capital Management
Texas
$1.71M +$19.2K +117 +1%
WDC
2209
Woodward Diversified Capital
California
$1.71M +$239K +1,454 +16%
FAM
2210
Formidable Asset Management
Ohio
$1.71M +$144K +876 +9%
RBFC
2211
Roman Butler Fullerton & Co
Missouri
$1.7M +$6.57K +40 +0.4%
JWA
2212
JFS Wealth Advisors
Pennsylvania
$1.7M +$522K +3,180 +42%
BHIC
2213
Bassett Hargrove Investment Counsel
Delaware
$1.7M -$13.1K -80 -0.7%
SIM
2214
SSI Investment Management
California
$1.7M -$4.93K -30 -0.3%
WCM
2215
WealthBridge Capital Management
Ohio
$1.69M +$1.15K +7 +0.1%
AWM
2216
Accurate Wealth Management
Florida
$1.69M +$27.4K +167 +3%
HA
2217
HC Advisors
Georgia
$1.69M +$985 +6 +0.1%
CAM
2218
Cidel Asset Management
Ontario, Canada
$1.69M +$3.61K +22 +0.2%
PCG
2219
Private Capital Group
Connecticut
$1.69M -$41.9K -255 -2%
TFA
2220
Trinity Financial Advisors
Ohio
$1.69M -$92.8K -565 -5%
I
2221
INVST
Indiana
$1.68M +$40.7K +248 +2%
PFA
2222
Paradigm Financial Advisors
Missouri
$1.68M – – –
PWP
2223
Pursue Wealth Partners
California
$1.68M +$1.74M +10,593 New
FFMBT
2224
First Farmers & Merchants Bank Trust
Tennessee
$1.67M +$1.73M +10,561 New
CS
2225
Capital Square
Tennessee
$1.66M -$5.42K -33 -0.3%
87 88
89
90 91