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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
3151
Investment Advisory Group
Massachusetts
$627K -$5K -33 -0.9%
DPI
3152
Diversified Portfolios Inc
Michigan
$626K -$2.88K -19 -0.5%
VIM
3153
VELA Investment Management
Ohio
$625K -$78.5K -518 -12%
DWA
3154
Dougherty Wealth Advisers
Minnesota
$625K – – –
RWM
3155
RBA Wealth Management
California
$624K -$11.1K -73 -2%
UL
3156
Unionview LLC
Washington
$623K +$37.9K +250 +7%
APW
3157
Axim Planning & Wealth
Ohio
$622K -$175K -1,152 -24%
HWP
3158
Hibernia Wealth Partners
Louisiana
$622K +$29.9K +197 +6%
QPW
3159
Quantum Private Wealth
Florida
$621K – – –
NED
3160
Nancy E. Dempze
$621K -$13.6K -90 -2%
TFGT
3161
TS Financial Group (TSFG)
Illinois
$621K +$46.8K +309 +9%
WAM
3162
WNY Asset Management
New York
$618K +$9.7K +64 +2%
BFS
3163
Burkett Financial Services
South Carolina
$618K +$551K +3,634 New
OWM
3164
OneAscent Wealth Management
Alabama
$618K +$51.1K +337 +10%
GA
3165
GSG Advisors
New Jersey
$616K +$26.5K +175 +5%
HIA
3166
HTG Investment Advisors
Connecticut
$615K – – –
HC
3167
Hourglass Capital
Texas
$615K – – –
PFG
3168
Prosperity Financial Group
California
$613K +$33.3K +220 +6%
OPTFSNA
3169
Old Point Trust & Financial Services N A
Virginia
$613K +$546K +3,602 New
AAG
3170
Armstrong Advisory Group
Massachusetts
$612K -$758 -5 -0.1%
MM
3171
MQS Management
New York
$611K +$544K +3,592 New
HAS
3172
Holland Advisory Services
Florida
$609K +$39.1K +258 +8%
MC
3173
Maverick Capital
Texas
$608K +$542K +3,575 New
RW
3174
Rede Wealth
Virginia
$608K +$3.79K +25 +0.7%
LFA
3175
Laraway Financial Advisors
Minnesota
$608K – – –
125 126
127
128 129