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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
2676
Spotlight Asset Group
Illinois
$592K -$84.3K -537 -12%
EBA
2677
Eagle Bay Advisors
New York
$592K +$592K +3,767 New
FRA
2678
Frank Rimerman Advisors
California
$592K +$90.3K +575 +18%
FBB
2679
Fulton Breakefield Broenniman
Maryland
$591K -$23.6K -150 -4%
HWA
2680
Heartwood Wealth Advisors
Virginia
$590K – – –
BSSFA
2681
Baron Silver Stevens Financial Advisors
Florida
$589K +$317K +2,019 +114%
CA
2682
Centerpoint Advisors
Massachusetts
$589K +$426K +2,713 +253%
NFSG
2683
Newbridge Financial Services Group
Florida
$586K -$98.5K -627 -14%
BHA
2684
Beech Hill Advisors
New York
$585K – – –
FA
2685
Forefront Analytics
Pennsylvania
$581K +$79.3K +505 +16%
BFG
2686
Berger Financial Group
Minnesota
$578K -$5.34K -34 -0.9%
CA
2687
Crewe Advisors
Utah
$577K -$13.7K -87 -2%
NA
2688
Nottingham Advisors
New York
$577K -$3.93K -25 -0.7%
CCT
2689
Capital City Trust
Florida
$576K -$105K -669 -15%
HG
2690
Harbor Group
New Hampshire
$576K – – –
GC
2691
Grace Capital
Massachusetts
$576K +$58.4K +372 +11%
DA
2692
Denali Advisors
California
$575K -$2.12M -13,500 -78%
FFA
2693
Fi3 Financial Advisors
Indiana
$573K -$7.7K -49 -1%
SDAM
2694
Shulman DeMeo Asset Management
New York
$571K -$14.6K -93 -2%
DWA
2695
Dougherty Wealth Advisers
Minnesota
$571K – – –
BWA
2696
Bordeaux Wealth Advisors
California
$571K +$70.7K +450 +14%
SC
2697
Sierra Capital
Florida
$571K +$103K +654 +22%
APC
2698
Aspire Private Capital
North Carolina
$571K +$139K +885 +32%
HCA
2699
Heck Capital Advisors
Wisconsin
$571K +$8.17K +52 +1%
GM
2700
GeoWealth Management
Illinois
$569K +$66K +420 +13%
106 107
108
109 110