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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2526
Clearwater Capital Advisors
Illinois
$274K -$126K -1,037 -25%
HWA
2527
Hilltop Wealth Advisors
North Carolina
$274K -$12.1K -100 -3%
FNBOH
2528
First National Bank of Hutchinson
Kansas
$274K +$6.08K +50 +2%
RC
2529
Rovin Capital
Arizona
$274K +$108K +890 +44%
FAN
2530
Financial Advisors Network
California
$273K -$41.6K -342 -10%
PEA
2531
Pacific Edge Advisors
California
$271K -$19.4K -160 -5%
PCMC
2532
Private Capital Management (Colorado)
Colorado
$270K -$81.9K -674 -18%
CIM
2533
Confluence Investment Management
Missouri
$269K -$417K -3,431 -53%
FIA
2534
Foundations Investment Advisors
Arizona
$269K -$24.5K -202 -6%
HC
2535
Hourglass Capital
Texas
$269K – – –
BFA
2536
Beacon Financial Advisory
Ohio
$268K -$101K -832 -22%
SG
2537
Strid Group
Pennsylvania
$268K – – –
HZ
2538
Hixon Zuercher
Ohio
$266K -$2.53M -20,805 -88%
AWM
2539
Altus Wealth Management
Kentucky
$266K -$4.98K -41 -1%
SNB
2540
Security National Bank
Nebraska
$265K -$12.1K -100 -3%
TIM
2541
Total Investment Management
Arizona
$265K +$364 +3 +0.1%
WFA
2542
Wellspring Financial Advisors
Ohio
$263K +$355K +2,921 New
22CM
2543
20/20 Capital Management
California
$262K +$131K +1,080 +60%
SAM
2544
Summit Asset Management
Tennessee
$261K +$71.2K +586 +25%
CAM
2545
CenterStar Asset Management
Illinois
$260K – – –
CPC
2546
Consolidated Planning Corp
Georgia
$260K +$17.1K +141 +5%
DCM
2547
Driehaus Capital Management
Illinois
$260K +$38.1K +314 +12%
CMI
2548
Clare Market Investments
Texas
$258K -$75.1K -618 -18%
PSC
2549
Prentiss Smith & Co
Vermont
$257K +$162K +1,337 +88%
CWM
2550
Cranbrook Wealth Management
Michigan
$256K – – –
100 101
102
103 104