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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2501
WealthSpring Partners
California
$982K -$23.3K -184 -2%
FFG
2502
Fullen Financial Group
Ohio
$982K +$6.21K +49 +0.7%
PWP
2503
Phillips Wealth Planners
Mississippi
$982K +$873K +6,886 New
HFM
2504
Hartford Funds Management
Pennsylvania
$981K +$611K +4,819 +193%
TFCP
2505
Twin Focus Capital Partners
Massachusetts
$980K -$70.8K -559 -7%
DG
2506
DMC Group
Alabama
$979K -$13.2K -104 -1%
OW
2507
Olistico Wealth
Oklahoma
$978K +$924K +7,291 New
GSWM
2508
Greenup Street Wealth Management
Michigan
$975K -$106K -834 -10%
ACM
2509
Armbruster Capital Management
New York
$974K – – –
CAM
2510
Cubic Asset Management
Massachusetts
$974K – – –
BCAM
2511
Boston Common Asset Management
Massachusetts
$973K -$552K -4,357 -38%
HG
2512
Herbst Group
Connecticut
$972K +$21.5K +170 +2%
OCM
2513
Objective Capital Management
Ohio
$971K +$10.1K +80 +1%
AA
2514
Addison Advisors
Vermont
$971K -$233K -1,840 -20%
EFL
2515
ERn Financial LLC
Wisconsin
$966K +$4.31K +34 +0.5%
AAP
2516
Arax Advisory Partners
Colorado
$965K +$3.55K +28 +0.4%
SC
2517
Sierra Capital
Florida
$959K +$1.77K +14 +0.2%
FNBOH
2518
First National Bank of Hutchinson
Kansas
$959K +$18.4K +145 +2%
FCFC
2519
First Citizens Financial Corp
Iowa
$958K – – –
FOA
2520
Five Oceans Advisors
California
$958K -$39K -308 -4%
EAM
2521
Eukles Asset Management
Ohio
$956K +$321K +2,535 +55%
FVWA
2522
Foster Victor Wealth Advisors
South Carolina
$953K -$1.77K -14 -0.2%
AF
2523
Affiance Financial
Minnesota
$949K +$12.3K +97 +1%
COCM
2524
Charter Oak Capital Management
New Hampshire
$949K -$19.4K -153 -2%
PIM
2525
Profit Investment Management
Maryland
$948K – – –
99 100
101
102 103