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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
2651
Adero Partners
California
$624K -$8.62K -55 -1%
STAS
2652
Strong Tower Advisory Services
Minnesota
$624K +$608K +3,878 New
FA
2653
Forefront Analytics
Pennsylvania
$622K +$10.7K +68 +2%
FWM
2654
FFT Wealth Management
Pennsylvania
$621K +$55K +351 +10%
BHA
2655
Beech Hill Advisors
New York
$616K – – –
BWLSA
2656
Blue Water Life Science Advisors
California
$616K – – –
MF
2657
Montis Financial
Massachusetts
$615K +$7.21K +46 +1%
EIA
2658
Edgemoor Investment Advisors
Maryland
$614K -$70.5K -450 -11%
TFF
2659
The Family Firm
Maryland
$614K +$2.35K +15 +0.4%
EF
2660
Empowered Funds
Pennsylvania
$613K -$1.58M -10,103 -73%
FFA
2661
Fi3 Financial Advisors
Indiana
$613K – – –
EA
2662
Elm Advisors
California
$613K +$20.7K +132 +4%
SNBOSD
2663
Security National Bank of So Dak
Iowa
$612K +$187K +1,193 +47%
FBB
2664
Fulton Breakefield Broenniman
Maryland
$611K -$10.7K -68 -2%
WCM
2665
Washburn Capital Management
Florida
$610K -$46.2K -295 -7%
NA
2666
Nottingham Advisors
New York
$607K – – –
HG
2667
Harbor Group
New Hampshire
$606K +$157 +1 +0%
ADMI
2668
Albert D. Mason Inc
Massachusetts
$605K +$9.41K +60 +2%
WG
2669
Winton Group
United Kingdom
$604K +$108K +689 +23%
OA
2670
Oxbow Advisors
Texas
$603K +$173K +1,102 +43%
CAGAS
2671
Capital Advisory Group Advisory Services
Minnesota
$602K +$55.3K +353 +11%
DWA
2672
Dougherty Wealth Advisers
Minnesota
$601K – – –
FNC
2673
First National Corp
Massachusetts
$600K +$28.2K +180 +5%
CL
2674
CIM LLC
New York
$598K – – –
GWM
2675
Gitterman Wealth Management
New Jersey
$596K – – –
105 106
107
108 109