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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AO
2551
Advisor OS
Illinois
$899K -$84.3K -571 -8%
ACM
2552
AUA Capital Management
Pennsylvania
$899K +$59K +400 +6%
RIG
2553
Ramiah Investment Group
Wisconsin
$898K +$154K +1,043 +19%
AA
2554
Alesco Advisors
New York
$896K -$3.54K -24 -0.4%
GA
2555
Gateway Advisory
New Jersey
$896K +$970K +6,574 New
AWM
2556
AllSquare Wealth Management
New York
$895K -$85.2K -577 -8%
FFG
2557
Fullen Financial Group
Ohio
$893K +$36.2K +245 +4%
BCM
2558
Bluefin Capital Management
New York
$890K -$4.96M -33,622 -84%
IIM
2559
InTrack Investment Management
Vermont
$889K -$3.1K -21 -0.3%
CHP
2560
Cable Hill Partners
Oregon
$889K +$68.2K +462 +8%
FIA
2561
Foundations Investment Advisors
Arizona
$887K +$41.3K +280 +4%
ACM
2562
AlphaStar Capital Management
North Carolina
$887K +$99.8K +676 +12%
JSW
2563
Journey Strategic Wealth
New Jersey
$886K +$119K +803 +14%
PAWC
2564
P.A.W. Capital
Connecticut
$886K +$148K +1,000 +18%
NJBEST
2565
New Jersey Better Educational Savings Trust
New Jersey
$881K – – –
BFG
2566
Berger Financial Group
Minnesota
$880K +$30.6K +207 +3%
RWI
2567
Red Wave Investments
Pennsylvania
$880K +$184K +1,245 +24%
CWA
2568
Consilium Wealth Advisory
Texas
$876K +$23.3K +158 +3%
BWA
2569
Bordeaux Wealth Advisors
California
$876K +$118K +801 +14%
WCA
2570
Waypoint Capital Advisors
Minnesota
$875K -$17.3K -117 -2%
CFG
2571
Cooper Financial Group
California
$873K -$15.9K -108 -2%
HAS
2572
HBW Advisory Services
California
$870K +$21.7K +147 +2%
PWAC
2573
Private Wealth Advisors (California)
California
$868K +$3.54K +24 +0.4%
SFS
2574
Summit Financial Strategies
Ohio
$865K -$72.8K -493 -7%
SOW
2575
State of Wyoming
Wyoming
$864K -$202K -1,366 -18%
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