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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
G
2601
GenTrust
Florida
$834K +$903K +6,118 New
CG
2602
CFO4Life Group
Texas
$831K -$739K -5,007 -45%
HWMG
2603
Hurlow Wealth Management Group
Indiana
$831K -$10.2K -69 -1%
RCA
2604
Roberts Capital Advisors
Colorado
$829K – – –
SDWMA
2605
Schneider Downs Wealth Management Advisors
Pennsylvania
$828K -$7.38K -50 -0.8%
SFM
2606
Systematic Financial Management
New Jersey
$828K – – –
SCM
2607
Sterneck Capital Management
Missouri
$826K -$58.9K -399 -6%
GAM
2608
Gould Asset Management
California
$826K +$154K +1,045 +21%
DIA
2609
Dean Investment Associates
Ohio
$825K -$57.7K -391 -6%
PFA
2610
Pathway Financial Advisors
Vermont
$824K – – –
SCM
2611
SKBA Capital Management
California
$815K -$29.5K -200 -3%
MHR
2612
Matthew Hamilton Rosenberg
$815K +$37.8K +256 +4%
P
2613
&Partners
Tennessee
$814K +$168K +1,135 +24%
CAM
2614
Concorde Asset Management
Michigan
$810K +$2.66K +18 +0.3%
SVCP
2615
Silicon Valley Capital Partners
California
$808K +$249K +1,685 +40%
SQA
2616
Simon Quick Advisors
New Jersey
$807K -$862K -5,837 -50%
SF
2617
SBK Financial
Virginia
$807K – – –
APW
2618
Aurora Private Wealth
New Jersey
$807K +$38.8K +263 +5%
MTC
2619
McDaniel Terry & Co
Texas
$803K -$48.1K -326 -5%
MWP
2620
Moller Wealth Partners
$803K +$46.5K +315 +6%
LB
2621
Leo Brokerage
Texas
$802K +$868K +5,883 New
CSI
2622
Cross Staff Investments
New York
$801K +$148 +1 +0%
KFSC
2623
Keystone Financial Services (Colorado)
Colorado
$800K -$5.17K -35 -0.5%
CCM
2624
Carlson Capital Management
Minnesota
$800K +$22.6K +153 +3%
BFA
2625
BMS Financial Advisors
South Dakota
$799K +$36.2K +245 +4%
103 104
105
106 107