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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
2601
BMS Financial Advisors
South Dakota
$697K +$40.4K +326 +6%
HA
2602
HYA Advisors
Missouri
$695K -$104K -839 -12%
CPM
2603
Connective Portfolio Management
New York
$694K +$763K +6,160 New
BWA
2604
Bordeaux Wealth Advisors
California
$693K -$34.2K -276 -4%
BFG
2605
Berger Financial Group
Minnesota
$692K -$39.3K -317 -5%
PWM
2606
PBMares Wealth Management
Virginia
$691K +$49.6K +400 +7%
G
2607
GenTrust
Florida
$689K +$124 +1 +0%
WB
2608
West Bancorporation
Iowa
$688K -$110K -891 -13%
CCM
2609
Crew Capital Management
Ohio
$687K -$24.8K -200 -3%
HWMG
2610
Hurlow Wealth Management Group
Indiana
$687K – – –
SPP
2611
Single Point Partners
Massachusetts
$685K -$16.9K -136 -2%
RCA
2612
Roberts Capital Advisors
Colorado
$685K – – –
CG
2613
CFO4Life Group
Texas
$685K +$3.72K +30 +0.5%
APW
2614
Aurora Private Wealth
New Jersey
$685K +$20.9K +169 +3%
SFM
2615
Systematic Financial Management
New Jersey
$684K – – –
GCS
2616
Gordian Capital (Singapore)
Singapore
$681K +$384K +3,102 +106%
BDF
2617
Black Diamond Financial
Maryland
$680K -$103K -829 -12%
SF
2618
SBK Financial
Virginia
$678K +$12.5K +101 +2%
BAM
2619
Beaumont Asset Management
Texas
$677K +$211K +1,702 +39%
LA
2620
Legacy Advisors
Pennsylvania
$675K +$137K +1,104 +23%
WH
2621
Whitcomb & Hess
Ohio
$671K -$29K -234 -4%
WIC
2622
Wilkins Investment Counsel
Massachusetts
$670K -$24.8K -200 -3%
DIA
2623
Dean Investment Associates
Ohio
$665K -$17.5K -141 -2%
MHR
2624
Matthew Hamilton Rosenberg
$664K -$18.8K -152 -3%
MWP
2625
Moller Wealth Partners
$663K – – –
103 104
105
106 107