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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
2701
LBMC Investment Advisors
Tennessee
$1.5M – – –
HG
2702
Herbst Group
Connecticut
$1.49M -$79K -375 -5%
5SA
2703
5th Street Advisors
Connecticut
$1.49M +$240K +1,140 +19%
SFS
2704
Security Financial Services
Indiana
$1.48M +$12.8K +61 +0.9%
OKSA
2705
O'Keefe Stevens Advisory
New York
$1.48M +$193K +914 +15%
GCS
2706
Gordian Capital (Singapore)
Singapore
$1.48M +$120K +568 +9%
HFA
2707
Highland Financial Advisors
New Jersey
$1.47M -$14.5K -69 -1%
SCA
2708
Sippican Capital Advisors
Massachusetts
$1.47M -$843 -4 -0.1%
MFWP
2709
Mosaic Family Wealth Partners
Missouri
$1.47M +$14.1K +67 +1%
CPM
2710
Connective Portfolio Management
New York
$1.47M +$211K +1,000 +11%
AIM
2711
ARGA Investment Management
Connecticut
$1.47M – – –
TVAMP
2712
Tennessee Valley Asset Management Partners
Tennessee
$1.46M -$3.79K -18 -0.3%
WCA
2713
Waypoint Capital Advisors
Minnesota
$1.46M +$24.4K +116 +2%
CS
2714
Capital Square
Tennessee
$1.46M -$223K -1,057 -13%
AGA
2715
Accuvest Global Advisors
Utah
$1.46M +$1.46M +6,914 New
BWM
2716
Birchcreek Wealth Management
Ohio
$1.46M -$34.5K -164 -2%
NJIM
2717
Nabity-Jensen Investment Management
Nebraska
$1.46M -$24K -114 -2%
HWA
2718
Heartwood Wealth Advisors
Virginia
$1.46M -$30.5K -145 -2%
OWG
2719
Oxford Wealth Group
Florida
$1.45M -$429K -2,035 -23%
SCP
2720
Sivia Capital Partners
California
$1.45M +$40.9K +194 +3%
RFG
2721
RFP Financial Group
Georgia
$1.45M -$114K -540 -7%
FFA
2722
Frazier Financial Advisors
Ohio
$1.45M -$49.1K -233 -3%
SDWMA
2723
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.45M +$128K +610 +10%
DM
2724
Delphi Management
Massachusetts
$1.45M -$447K -2,124 -24%
RPGK
2725
Retirement Planning Group (Kansas)
Kansas
$1.44M +$262K +1,242 +22%
107 108
109
110 111