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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
2326
Summit Wealth & Retirement Planning
California
$1.41M -$304K -2,211 -19%
KP
2327
Keel Point
Alabama
$1.41M +$171K +1,246 +15%
HWM
2328
Hemington Wealth Management
Virginia
$1.41M -$45.3K -329 -3%
AWS
2329
Aspen Wealth Strategies
Colorado
$1.4M +$61.6K +448 +5%
AGA
2330
Accuvest Global Advisors
Utah
$1.4M -$471K -3,421 -26%
SRC
2331
Sage Rhino Capital
California
$1.4M +$6.19K +45 +0.5%
SHWM
2332
Silicon Hills Wealth Management
Texas
$1.4M +$27.5K +200 +2%
HTHT
2333
Hemenway Trust Hemenway Trust
New Hampshire
$1.4M +$62.9K +457 +5%
PEA
2334
Park Edge Advisors
Ohio
$1.4M -$227K -1,650 -15%
AFG
2335
Alterity Financial Group
Maine
$1.4M -$23.1K -168 -2%
WWM
2336
Windsor Wealth Management
Indiana
$1.4M +$19.5K +142 +2%
CSC
2337
Caldwell Sutter Capital
California
$1.4M +$458K +3,331 +53%
HFM
2338
Hartford Funds Management
Pennsylvania
$1.4M +$169K +1,228 +15%
HAG
2339
HF Advisory Group
Maryland
$1.39M +$278K +2,024 +27%
PC
2340
PhiloSmith Capital
Connecticut
$1.39M – – –
WPA
2341
West Paces Advisors
Georgia
$1.39M +$8.94K +65 +0.7%
RHAM
2342
Round Hill Asset Management
California
$1.39M -$13.3K -97 -1%
HAIM
2343
Hunter Associates Investment Management
Pennsylvania
$1.38M -$49.5K -360 -4%
MCM
2344
Mendel Capital Management
Arkansas
$1.38M -$5.09K -37 -0.4%
AFP
2345
Ausdal Financial Partners
Iowa
$1.38M -$10.3K -75 -0.8%
EGM
2346
Engineers Gate Manager
New York
$1.38M +$453K +3,296 +53%
CG
2347
Cynosure Group
Utah
$1.38M +$1.3M +9,485 New
LC
2348
Lavaca Capital
Texas
$1.38M +$429K +3,120 +49%
SL
2349
Sentinus LLC
Illinois
$1.38M +$71.4K +519 +6%
MCM
2350
Morton Capital Management
California
$1.38M – – –
92 93
94
95 96