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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WMP
2251
Wealth Management Partners
Arizona
$1.08M +$115K +1,000 +11%
NCA
2252
New Century Advisors
Maryland
$1.08M +$230K +2,000 +24%
DBG
2253
De Burlo Group
Massachusetts
$1.08M +$1.18M +10,317 New
RB
2254
Renasant Bank
Mississippi
$1.08M +$266K +2,321 +29%
PCM
2255
Passive Capital Management
Maryland
$1.07M – – –
BWM
2256
BigSur Wealth Management
Florida
$1.07M -$19.6K -171 -2%
IPW
2257
IronBridge Private Wealth
Texas
$1.07M +$1.18M +10,244 New
RSVP
2258
Ramsay Stattman Vela & Price
Colorado
$1.07M – – –
WAG
2259
Winthrop Advisory Group
Massachusetts
$1.07M -$5.16K -45 -0.4%
CAL
2260
Capital Advisors Ltd
Ohio
$1.06M -$85.6K -746 -7%
SFWA
2261
Summit Financial Wealth Advisors
Louisiana
$1.06M +$61.2K +533 +7%
MFG
2262
Monte Financial Group
Connecticut
$1.06M +$3.67K +32 +0.3%
DI
2263
Disciplined Investments
Oklahoma
$1.06M +$325K +2,836 +39%
EA
2264
Eudaimonia Advisors
Tennessee
$1.06M -$43.3K -377 -4%
SMA
2265
Sage Mountain Advisors
Georgia
$1.06M +$12.1K +105 +1%
RPSA
2266
Richard P. Slaughter Associates
Texas
$1.06M +$147K +1,284 +15%
FSG
2267
Financial Strategies Group
Michigan
$1.05M +$266K +2,318 +30%
VFPI
2268
Vantage Financial Partners (Illinois)
Illinois
$1.05M – – –
RHAM
2269
Round Hill Asset Management
California
$1.05M +$2.29K +20 +0.2%
LAS
2270
LWM Advisory Services
Florida
$1.05M +$77.5K +675 +7%
AIA
2271
Alera Investment Advisors
Illinois
$1.05M -$122K -1,059 -10%
TFA
2272
Teamwork Financial Advisors
Texas
$1.05M +$790K +6,882 +219%
IF
2273
Intrua Financial
Texas
$1.05M -$455K -3,966 -28%
PWM
2274
Prentice Wealth Management
New York
$1.05M +$33.6K +293 +3%
UM
2275
Ulysses Management
New York
$1.04M -$1.61M -14,000 -58%
89 90
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