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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FCAS
2551
First Command Advisory Services
Texas
$3.18M -$590K -1,901 -16%
LB
2552
Legacy Bridge
Iowa
$3.18M – – –
EWM
2553
Evergreen Wealth Management
Michigan
$3.18M +$452K +1,457 +18%
TA
2554
TKG Advisors
Indiana
$3.16M +$166K +534 +6%
GA
2555
GoalVest Advisory
New York
$3.16M -$1.45M -4,676 -33%
NME
2556
Notis-McConarty Edward
$3.15M – – –
W
2557
Wealthquest
Ohio
$3.15M +$173K +558 +6%
ITFISA
2558
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$3.14M +$152K +491 +5%
WCAMG
2559
Woodard & Company Asset Management Group
North Carolina
$3.14M +$113K +363 +4%
RC
2560
Reik & Co
New York
$3.14M – – –
DBG
2561
De Burlo Group
Massachusetts
$3.14M +$311 +1 +0%
FCFC
2562
First Citizens Financial Corp
Iowa
$3.13M -$94.7K -305 -3%
DWM
2563
Ducere Wealth Management
California
$3.12M +$34.8K +112 +1%
SCM
2564
Sunbeam Capital Management
Georgia
$3.12M +$66.5K +214 +2%
MFG
2565
Mosaic Financial Group
Illinois
$3.12M +$93.5K +301 +3%
FBT
2566
First Bank & Trust
South Dakota
$3.12M -$24.8K -80 -0.8%
BWM
2567
Bullock Wealth Management
Indiana
$3.12M +$2.9M +9,341 New
SSA
2568
South Street Advisors
New York
$3.12M – – –
QFA
2569
Quantum Financial Advisors
California
$3.11M +$55.9K +180 +2%
HCM
2570
HMS Capital Management
Tennessee
$3.11M -$45.7K -147 -2%
GPWM
2571
Grant Private Wealth Management
California
$3.11M +$159K +512 +6%
KMWM
2572
Keudell/Morrison Wealth Management
Oregon
$3.11M +$4.97K +16 +0.2%
TAM
2573
Trillium Asset Management
Massachusetts
$3.1M -$38.5K -124 -1%
SCM
2574
Spreng Capital Management
Ohio
$3.1M +$10.2K +33 +0.3%
KFA
2575
Kapstone Financial Advisors
Ohio
$3.1M +$97.2K +313 +3%
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