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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FTWA
2251
Fifth Third Wealth Advisors
Ohio
$1.37M +$1.44M +10,544 New
MLA
2252
My Legacy Advisors
Oregon
$1.37M +$38K +277 +3%
WC
2253
Waterloo Capital
Texas
$1.37M +$1.44M +10,531 New
CNBT
2254
Cornerstone National Bank & Trust
Illinois
$1.37M -$11.5K -84 -0.8%
SFS
2255
Summit Financial Strategies
Ohio
$1.37M – – –
GTAM
2256
Global Trust Asset Management
Florida
$1.37M +$56.7K +414 +4%
WMP
2257
Wealth Management Partners
Arizona
$1.36M +$60.8K +444 +4%
BCP
2258
Berkeley Capital Partners
Georgia
$1.36M +$64.5K +471 +5%
OP
2259
ORG Partners
Indiana
$1.36M +$1.43M +10,429 New
CC
2260
Callan Capital
California
$1.36M -$269K -1,963 -16%
ECP
2261
Epacria Capital Partners
Colorado
$1.36M – – –
MFC
2262
Morris Financial Concepts
South Carolina
$1.35M +$1.37K +10 +0.1%
PCM
2263
Passive Capital Management
Maryland
$1.35M +$14.4K +105 +1%
FWM
2264
Focused Wealth Management
New York
$1.35M +$59.5K +434 +4%
OCM
2265
Orleans Capital Management
Louisiana
$1.35M – – –
AA
2266
Aire Advisors
California
$1.35M -$131K -957 -8%
WDC
2267
Woodward Diversified Capital
California
$1.35M +$3.84K +28 +0.3%
DBG
2268
De Burlo Group
Massachusetts
$1.34M – – –
AIP
2269
Ahrens Investment Partners
Louisiana
$1.34M -$234K -1,706 -14%
GHAM
2270
Gilman Hill Asset Management
Connecticut
$1.34M -$83K -606 -6%
PIA
2271
Perennial Investment Advisors
California
$1.34M +$110K +805 +9%
CS
2272
Capital Square
Tennessee
$1.33M -$306K -2,232 -18%
AC
2273
Allstate Corporation
Illinois
$1.33M -$15.7M -114,726 -92%
EIM
2274
Essex Investment Management
Massachusetts
$1.33M -$965K -7,046 -41%
GKWIM
2275
Gerber Kawasaki Wealth & Investment Management
California
$1.33M -$4.93K -36 -0.4%
89 90
91
92 93