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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
3001
LGT Financial Advisors
Texas
$546K -$1.08M -7,177 -66%
JCM
3002
Jacobsen Capital Management
Utah
$545K +$41.7K +278 +8%
SAM
3003
S.A. Mason
Michigan
$545K – – –
GFWA
3004
Grey Fox Wealth Advisors
Delaware
$544K +$8.24K +55 +1%
RWM
3005
RBA Wealth Management
California
$543K -$1.95K -13 -0.3%
NED
3006
Nancy E. Dempze
$543K -$5.25K -35 -0.9%
AMCA
3007
Arthur M. Cohen & Associates
Illinois
$542K +$24K +160 +4%
SF
3008
Symphony Financial
Texas
$542K +$92.8K +619 +20%
RA
3009
Ruggaard & Associates
Ohio
$541K +$5.85K +39 +1%
IAG
3010
Investment Advisory Group
Massachusetts
$539K +$12.4K +83 +2%
NA
3011
Nottingham Advisors
New York
$537K – – –
DPI
3012
Diversified Portfolios Inc
Michigan
$536K -$21.3K -142 -4%
KFG
3013
Kingdom Financial Group
Arizona
$535K +$40.9K +273 +8%
TIM
3014
Total Investment Management
Arizona
$534K +$9.29K +62 +2%
DWA
3015
Dougherty Wealth Advisers
Minnesota
$533K – – –
IWA
3016
Inspirion Wealth Advisors
Illinois
$532K +$2.25K +15 +0.4%
KBFS
3017
Kohmann Bosshard Financial Services
Ohio
$532K -$3.9K -26 -0.7%
GCM
3018
Goldstream Capital Management
Hong Kong
$530K – – –
HG
3019
Harbor Group
New Hampshire
$530K +$150 +1 +0%
QPW
3020
Quantum Private Wealth
Florida
$530K -$450 -3 -0.1%
HWM
3021
Hassell Wealth Management
Louisiana
$528K – – –
CFA
3022
Cahill Financial Advisors
Minnesota
$528K -$313K -2,091 -36%
BWA
3023
BlueSky Wealth Advisors
North Carolina
$528K -$5.55K -37 -1%
SA
3024
Shilanski & Associates
Alaska
$527K -$8.24K -55 -1%
SCP
3025
Syntal Capital Partners
Texas
$526K -$703K -4,691 -56%
119 120
121
122 123