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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2601
Accel Wealth Management
Iowa
$1.6M -$2.71K -15 -0.2%
AC
2602
Apella Capital
Connecticut
$1.59M +$9.2K +51 +0.6%
BFA
2603
Beacon Financial Advisory
Ohio
$1.59M -$9.56K -53 -0.7%
SC
2604
Steph & Co
Wisconsin
$1.59M -$101K -559 -7%
CC
2605
Callan Capital
California
$1.59M +$287K +1,592 +25%
LGA
2606
Lebenthal Global Advisors
New York
$1.59M +$108K +596 +8%
ASBI
2607
American State Bank (Iowa)
Iowa
$1.58M -$138K -763 -9%
RFG
2608
RFP Financial Group
Georgia
$1.58M +$6.5K +36 +0.5%
LF
2609
Lee Financial
Texas
$1.58M +$537K +2,978 +61%
CRI
2610
Colonial River Investments
Virginia
$1.58M +$101K +562 +8%
SC
2611
Stephens Consulting
Michigan
$1.58M -$16.1K -89 -1%
TWM
2612
Thrive Wealth Management
Pennsylvania
$1.57M +$100K +555 +8%
CWM
2613
Castle Wealth Management
Florida
$1.57M -$319K -1,769 -18%
UF
2614
Univest Financial
Pennsylvania
$1.57M -$4.02M -22,271 -74%
SVCP
2615
Silicon Valley Capital Partners
California
$1.56M +$358K +1,984 +34%
RWPA
2616
Richard W. Paul & Associates
Michigan
$1.56M -$116K -643 -8%
CCA
2617
Childress Capital Advisors
Texas
$1.56M -$108K -596 -7%
PK
2618
Pflug Koory
Nebraska
$1.56M – – –
AWA
2619
Alta Wealth Advisors
Massachusetts
$1.56M +$5.41K +30 +0.4%
KWM
2620
Kolinsky Wealth Management
New Jersey
$1.54M +$89K +493 +7%
LEA
2621
Legacy Edge Advisors
New York
$1.54M +$7.4K +41 +0.5%
MFF
2622
Mango Five Family
Nevada
$1.54M -$261K -1,445 -16%
BC
2623
Belmont Capital
California
$1.54M – – –
SAM
2624
SignalPoint Asset Management
Missouri
$1.54M -$36.5K -202 -3%
GF
2625
Gries Financial
Ohio
$1.54M +$624K +3,457 +82%
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