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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
2476
AXS Investments
New York
$1.14M +$955K +5,813 +417%
SIC
2477
Sterling Investment Counsel
New York
$1.14M +$1.18M +7,206 New
FIA
2478
Foundations Investment Advisors
Arizona
$1.14M +$75K +457 +7%
TF
2479
TLWM Financial
Texas
$1.14M -$292K -1,781 -20%
SFM
2480
Signet Financial Management
New Jersey
$1.14M -$28.6K -174 -2%
AO
2481
Advisor OS
Illinois
$1.14M +$95.2K +580 +9%
PG
2482
Proffitt & Goodson
Tennessee
$1.13M -$8.7K -53 -0.7%
AWM
2483
AllSquare Wealth Management
New York
$1.13M -$8.7K -53 -0.7%
AAMC
2484
Asset Allocation & Management Company
Illinois
$1.13M +$1.17M +7,129 New
HGERS
2485
Householder Group Estate & Retirement Specialist
Arizona
$1.13M +$1.17M +7,123 New
MFP
2486
Meridian Financial Partners
Virginia
$1.13M +$64.7K +394 +6%
WFC
2487
Western Financial Corp
California
$1.12M +$122K +741 +12%
CPA
2488
Cardiff Park Advisors
California
$1.12M +$1.16M +7,078 New
LA
2489
LexAurum Advisors
Kansas
$1.12M -$1.02M -6,190 -47%
BC
2490
Brookfield Corp
Ontario, Canada
$1.12M -$12M -72,795 -91%
IA
2491
Insight Advisors
Pennsylvania
$1.12M +$6.41K +39 +0.6%
HC
2492
Hamilton Capital
Ohio
$1.12M +$679K +4,137 +142%
FFWM
2493
Future Financial Wealth Management
Ohio
$1.12M +$32.4K +197 +3%
AIM
2494
Axiom Investment Management
New York
$1.11M +$258K +1,570 +29%
RTS
2495
Round Table Services
New Jersey
$1.11M +$183K +1,112 +19%
AA
2496
Addison Advisors
Vermont
$1.11M +$401K +2,442 +54%
AF
2497
Affiance Financial
Minnesota
$1.1M – – –
SAM
2498
SignalPoint Asset Management
Missouri
$1.1M +$14K +85 +1%
BOM
2499
Bank of Marin
California
$1.1M +$24.6K +150 +2%
SP
2500
Successful Portfolios
Florida
$1.1M +$12.2K +74 +1%
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