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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
2776
JFS Wealth Advisors
Pennsylvania
$1.78M -$126K -542 -7%
WG
2777
Wealth Group
North Carolina
$1.78M -$3.49K -15 -0.2%
MAM
2778
Milestone Asset Management
Pennsylvania
$1.78M -$245K -1,052 -12%
SFS
2779
Security Financial Services
Indiana
$1.78M +$89.4K +384 +5%
MAC
2780
Mason & Associates (California)
California
$1.77M +$258K +1,106 +18%
RHIG
2781
R.H. Investment Group
Arizona
$1.77M +$1.72M +7,390 New
RYIA
2782
Roehl & Yi Investment Advisors
Oregon
$1.77M +$1.72M +7,386 New
KA
2783
Kozak & Associates
Colorado
$1.77M -$87.8K -377 -5%
LCWP
2784
Legacy Capital Wealth Partners
Arkansas
$1.77M -$1.69M -7,255 -50%
RWP
2785
Ridgecrest Wealth Partners
California
$1.76M -$396K -1,700 -19%
PCM
2786
Penserra Capital Management
California
$1.76M +$1.35M +5,783 +367%
AFS
2787
Access Financial Services
Minnesota
$1.76M -$24.5K -105 -1%
PFS
2788
Physicians Financial Services
North Carolina
$1.76M -$5.82K -25 -0.3%
IF
2789
Intrua Financial
Texas
$1.76M -$50.3K -216 -3%
WAG
2790
Windsor Advisory Group
Ohio
$1.76M -$208K -895 -11%
WWC
2791
Waypoint Wealth Counsel
Georgia
$1.76M +$41.9K +180 +3%
MFWP
2792
Mosaic Family Wealth Partners
Missouri
$1.76M +$87.1K +374 +5%
FMN
2793
Financial Management Network
California
$1.76M -$7.69K -33 -0.5%
KCFA
2794
Key Client Fiduciary Advisors
New Jersey
$1.75M -$9.08K -39 -0.5%
RL
2795
Rogco LP
Oklahoma
$1.75M -$112K -482 -6%
HG
2796
Herbst Group
Connecticut
$1.75M +$48.9K +210 +3%
TIP
2797
Tandem Investment Partners
New Jersey
$1.75M +$1.7M +7,281 New
RLWM
2798
RF&L Wealth Management
Massachusetts
$1.74M – – –
HFA
2799
Highland Financial Advisors
New Jersey
$1.74M +$66.8K +287 +4%
BIA
2800
Benchmark Investment Advisors
Illinois
$1.74M +$11.4K +49 +0.7%
110 111
112
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