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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
2826
Cahill Financial Advisors
Minnesota
$1.68M +$357K +1,533 +28%
ACP
2827
Aveo Capital Partners
Colorado
$1.68M +$405K +1,740 +33%
NCM
2828
Northside Capital Management
Oregon
$1.68M +$58.2K +250 +4%
MGM
2829
Miura Global Management
New York
$1.68M +$1.63M +7,000 New
RWPA
2830
Richard W. Paul & Associates
Michigan
$1.68M -$87.1K -374 -5%
SCA
2831
Sippican Capital Advisors
Massachusetts
$1.67M – – –
LJHT
2832
Laurie J. Hall Trustee
$1.67M -$222K -955 -12%
AIM
2833
ARGA Investment Management
Connecticut
$1.67M – – –
TDB
2834
Thompson David Blair
$1.66M +$1.62M +6,940 New
TWPM
2835
Total Wealth Planning & Management
Florida
$1.66M +$1.62M +6,940 New
HWA
2836
Heartwood Wealth Advisors
Virginia
$1.66M +$6.52K +28 +0.4%
AA
2837
AJ Advisors
Tennessee
$1.66M -$57.3K -246 -3%
AWA
2838
AGH Wealth Advisors
Kansas
$1.66M +$1.61M +6,926 New
MWPCG
2839
Measured Wealth Private Client Group
New Hampshire
$1.65M +$94.8K +407 +6%
RFG
2840
RFP Financial Group
Georgia
$1.65M – – –
NJIM
2841
Nabity-Jensen Investment Management
Nebraska
$1.65M -$5.82K -25 -0.4%
BA
2842
BCM Advisors
Louisiana
$1.65M – – –
EFL
2843
ERn Financial LLC
Wisconsin
$1.65M +$75.2K +323 +5%
SI
2844
Severin Investments
Missouri
$1.65M +$1.6M +6,867 New
SDWMA
2845
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.65M – – –
GHAM
2846
Gilman Hill Asset Management
Connecticut
$1.64M -$75.7K -325 -5%
SW
2847
Solidarity Wealth
Utah
$1.64M -$2.1K -9 -0.1%
SNBOSCI
2848
Security National Bank of Sioux City Iowa
Iowa
$1.64M +$464K +1,994 +41%
RWM
2849
Riverbend Wealth Management
South Carolina
$1.64M +$1.58M +6,799 New
KFA
2850
Kelleher Financial Advisors
New York
$1.63M +$39.8K +171 +3%
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