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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
2201
HF Advisory Group
Maryland
$3.28M +$252K +1,083 +9%
HCM
2202
Highview Capital Management
Illinois
$3.27M +$441K +1,893 +16%
LWA
2203
Lantern Wealth Advisors
New York
$3.26M +$10.7K +46 +0.3%
VAS
2204
Vestmark Advisory Solutions
Massachusetts
$3.26M +$658K +2,825 +26%
CPSC
2205
Carl P. Sherr & Co
Massachusetts
$3.26M -$9.32K -40 -0.3%
GWM
2206
Greenwich Wealth Management
Connecticut
$3.26M +$189K +812 +6%
WAM
2207
Weatherly Asset Management
California
$3.25M -$21K -90 -0.7%
NAMP
2208
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.25M – – –
DTC
2209
Davidson Trust Company
Washington
$3.23M -$24.9K -107 -0.8%
GG
2210
Gleason Group
Kentucky
$3.22M -$178K -763 -5%
WA
2211
WBH Advisory
Maryland
$3.21M +$351K +1,508 +13%
BCM
2212
Brasada Capital Management
Texas
$3.21M +$334K +1,433 +12%
WAAG
2213
Wealth Alliance Advisory Group
Kansas
$3.21M -$32.4K -139 -1%
EWA
2214
Etesian Wealth Advisors
Oregon
$3.21M -$92.2K -396 -3%
BFA
2215
Brendel Financial Advisors
New Hampshire
$3.21M -$2.1K -9 -0.1%
ARA
2216
Alexander Randolph Advisory
Virginia
$3.2M -$62.9K -270 -2%
VCP
2217
Verus Capital Partners
Arizona
$3.2M -$152K -653 -5%
KAS
2218
KPP Advisory Services
Kentucky
$3.2M +$49.8K +214 +2%
CG
2219
Corundum Group
Colorado
$3.19M +$743K +3,190 +31%
AFS
2220
Aft Forsyth & Sober
Florida
$3.19M – – –
WEG
2221
World Equity Group
Illinois
$3.19M +$1.55M +6,638 +100%
MA
2222
MCF Advisors
Kentucky
$3.19M +$103K +442 +3%
CRWM
2223
Castle Rock Wealth Management
California
$3.19M -$51.7K -222 -2%
ALAM
2224
Asahi Life Asset Management
Japan
$3.18M -$670K -2,877 -18%
SHFP
2225
Second Half Financial Partners
Florida
$3.18M -$70.6K -303 -2%
87 88
89
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