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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2801
Armbruster Capital Management
New York
$1.76M -$110K -433 -6%
GWSG
2802
GPS Wealth Strategies Group
Colorado
$1.76M +$693K +2,718 +61%
AWM
2803
AllSquare Wealth Management
New York
$1.76M -$84.1K -330 -4%
AWM
2804
Aviso Wealth Management
Washington
$1.76M +$285K +1,119 +19%
CIA
2805
Cladis Investment Advisory
Montana
$1.75M – – –
SHFA
2806
SC&H Financial Advisors
Maryland
$1.75M – – –
PSP
2807
Principal Street Partners
Tennessee
$1.75M -$7.54M -29,592 -81%
PIA
2808
Powell Investment Advisors
Florida
$1.75M – – –
KCM
2809
KRS Capital Management
Michigan
$1.74M +$108K +424 +6%
TIP
2810
Tandem Investment Partners
New Jersey
$1.74M -$52.5K -206 -3%
5SA
2811
5th Street Advisors
Connecticut
$1.73M +$294K +1,154 +19%
OIM
2812
Orca Investment Management
Oregon
$1.73M +$6.12K +24 +0.3%
RPGK
2813
Retirement Planning Group (Kansas)
Kansas
$1.73M -$33.4K -131 -2%
TWA
2814
Talisman Wealth Advisors
New Jersey
$1.73M -$35.2K -138 -2%
KSWWM
2815
Keyes Stange & Wooten Wealth Management
Florida
$1.73M -$114K -446 -6%
SNBOSCI
2816
Security National Bank of Sioux City Iowa
Iowa
$1.72M +$51.5K +202 +3%
EIA
2817
Edgemoor Investment Advisors
Maryland
$1.72M -$38.5K -151 -2%
CNBT
2818
Cornerstone National Bank & Trust
Illinois
$1.72M -$182K -715 -9%
PWP
2819
Phillips Wealth Planners
Mississippi
$1.72M +$37.5K +147 +2%
KA
2820
Kozak & Associates
Colorado
$1.72M +$11.5K +45 +0.6%
LCWP
2821
Legacy Capital Wealth Partners
Arkansas
$1.72M -$91.5K -359 -5%
AR
2822
Advisory Research
Illinois
$1.72M -$288K -1,130 -14%
CRI
2823
Colonial River Investments
Virginia
$1.72M -$1.87M -7,353 -51%
RL
2824
Ruffer LLP
United Kingdom
$1.72M -$388K -1,520 -18%
OPWM
2825
Oakwell Private Wealth Management
Texas
$1.72M +$133K +523 +8%
111 112
113
114 115