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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
UWPG
2626
Ullmann Wealth Partners Group
Florida
$505K – – –
DE
2627
Day & Ennis
Georgia
$504K +$12.2K +109 +3%
TFF
2628
The Family Firm
Maryland
$503K +$13.9K +124 +4%
AIM
2629
Axiom Investment Management
New York
$502K +$136K +1,213 +55%
GC
2630
Garde Capital
Washington
$500K -$14.2K -127 -3%
D
2631
Diversified
Delaware
$499K +$579K +5,179 New
AO
2632
Advisor OS
Illinois
$498K +$616K +5,512 +182%
PIMG
2633
Patriot Investment Management Group
Tennessee
$496K -$284K -2,545 -39%
PCC
2634
Park Circle Company
Maryland
$496K – – –
TSS
2635
Thomas Story & Son
Indiana
$493K – – –
SCM
2636
Stonehearth Capital Management
Massachusetts
$492K +$36.8K +329 +9%
FWM
2637
Filbrandt Wealth Management
Wisconsin
$491K -$67.1K -600 -13%
ONST
2638
Old North State Trust
North Carolina
$490K -$236K -2,110 -35%
MHR
2639
Matthew Hamilton Rosenberg
$490K +$23.7K +212 +6%
MFW
2640
Mosaic Family Wealth
Missouri
$489K -$11.2K -100 -3%
SAS
2641
Sanford Advisory Services
Michigan
$488K +$429K +3,838 New
PLFAM
2642
Pineno Levin & Ford Asset Management
Virginia
$487K +$9.39K +84 +2%
ISWM
2643
Independent Solutions Wealth Management
New York
$486K +$112 +1 +0%
BRA
2644
Bender Robert & Associates
California
$485K -$1.12K -10 -0.3%
PCFFS
2645
Pacific Center for Financial Services
California
$483K +$78.6K +703 +23%
CA
2646
Crewe Advisors
Utah
$482K -$8.83K -79 -2%
FNBOH
2647
First National Bank of Hutchinson
Kansas
$482K +$131K +1,171 +45%
CAM
2648
Claret Asset Management
Quebec, Canada
$477K -$3.35K -30 -0.8%
PCM
2649
Pennsylvania Capital Management
Pennsylvania
$477K – – –
ACWM
2650
Adams Chetwood Wealth Management
North Carolina
$475K +$224 +2 +0.1%
104 105
106
107 108