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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
2451
Clarus Group
Texas
$1.91M +$115K +586 +7%
SCA
2452
Sandy Cove Advisors
Massachusetts
$1.91M +$3.52K +18 +0.2%
CASB
2453
Cape Ann Savings Bank
Massachusetts
$1.91M -$55.7K -285 -3%
CCS
2454
Concentric Capital Strategies
Connecticut
$1.91M -$6.25M -31,956 -77%
KLWA
2455
Kelly Lawrence W & Associates
California
$1.9M – – –
HWM
2456
Hemington Wealth Management
Virginia
$1.9M +$37.9K +194 +2%
FWA
2457
FSM Wealth Advisors
Ohio
$1.9M +$17K +87 +0.9%
RTC
2458
Riverview Trust Company
Washington
$1.9M -$1.32M -6,755 -42%
BCM
2459
BluePath Capital Management
Georgia
$1.89M +$245K +1,255 +15%
PSB
2460
Passumpsic Savings Bank
Vermont
$1.89M -$623K -3,188 -25%
KFA
2461
Kapstone Financial Advisors
Ohio
$1.89M +$44.4K +227 +2%
PCS
2462
Personal CFO Solutions
New Jersey
$1.89M -$22.3K -114 -1%
WFI
2463
West Family Investments
California
$1.89M – – –
AC
2464
Allstate Corporation
Illinois
$1.89M +$1.56K +8 +0.1%
OPOWM
2465
One Plus One Wealth Management
Florida
$1.88M +$400K +2,047 +28%
MTWM
2466
Masso Torrence Wealth Management
New Jersey
$1.88M +$51.8K +265 +3%
CC
2467
Callan Capital
California
$1.88M +$266K +1,362 +17%
LCM
2468
Lazari Capital Management
California
$1.87M +$356K +1,820 +24%
JF
2469
JSF Financial
California
$1.87M -$37.5K -192 -2%
OCM
2470
Orion Capital Management
California
$1.86M -$48.9K -250 -3%
EFM
2471
Eley Financial Management
Vermont
$1.86M -$34K -174 -2%
AC
2472
Apella Capital
Connecticut
$1.86M +$171K +873 +11%
CFG
2473
Cooper Financial Group
California
$1.85M +$92.7K +474 +5%
AA
2474
Addison Advisors
Vermont
$1.85M +$71.2K +364 +4%
SC
2475
Savoie Capital
Illinois
$1.85M +$196 +1 +0%
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