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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AAIM
2751
Asset Advisors Investment Management
Georgia
$2.22M – – –
HAS
2752
HBW Advisory Services
California
$2.22M +$113K +441 +6%
FOA
2753
Five Oceans Advisors
California
$2.21M +$12.2K +48 +0.6%
OL
2754
OneFund LLC
Florida
$2.21M -$24K -94 -1%
VCM
2755
Vivaldi Capital Management
Illinois
$2.21M +$34.2K +134 +2%
BCP
2756
Berkeley Capital Partners
Georgia
$2.21M -$46.7K -183 -2%
IIM
2757
InTrack Investment Management
Vermont
$2.21M +$253K +993 +15%
CASB
2758
Cape Ann Savings Bank
Massachusetts
$2.2M -$211K -825 -10%
AFG
2759
ABLE Financial Group
Arizona
$2.2M -$96.5K -378 -5%
SIC
2760
Sterling Investment Counsel
New York
$2.19M -$2.43M -9,537 -56%
PWM
2761
Palacios Wealth Management
Florida
$2.19M +$1.33M +5,226 +224%
SRA
2762
Secured Retirement Advisors
Minnesota
$2.19M -$65.1K -255 -3%
KCFA
2763
Key Client Fiduciary Advisors
New Jersey
$2.19M +$20.7K +81 +1%
FCM
2764
Fieldview Capital Management
Michigan
$2.19M +$1.92M +7,541 New
MAC
2765
Mason & Associates (California)
California
$2.18M +$35K +137 +2%
SC
2766
Saiph Capital
New Jersey
$2.18M +$1.92M +7,533 New
MWPCG
2767
Measured Wealth Private Client Group
New Hampshire
$2.18M +$159K +625 +9%
SAA
2768
Southeast Asset Advisors
Georgia
$2.18M +$306K +1,198 +19%
BF
2769
bLong Financial
Tennessee
$2.18M -$12.8K -50 -0.7%
TNAM
2770
Terra Nova Asset Management
New York
$2.18M -$180K -705 -9%
RCM
2771
Raleigh Capital Management
North Carolina
$2.18M -$55.9K -219 -3%
MFG
2772
Menard Financial Group
Texas
$2.18M +$340K +1,334 +22%
DFS
2773
Dixon Fnancial Services
California
$2.17M -$25.5K -100 -1%
LWP
2774
LeClair Wealth Partners
Ohio
$2.17M -$69.4K -272 -4%
PFS
2775
Physicians Financial Services
North Carolina
$2.17M -$6.38K -25 -0.3%
109 110
111
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