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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
3201
Buttonwood Financial Advisors
Maryland
$1.1M -$118K -508 -10%
IAG
3202
Investment Advisory Group
Massachusetts
$1.1M -$126K -540 -10%
RPCONE
3203
Retirement Planning Company of New England
Rhode Island
$1.1M +$58.5K +251 +6%
AIM
3204
Advyzon Investment Management
Illinois
$1.1M +$1.07M +4,598 New
WI
3205
Wintrust Investments
Illinois
$1.1M -$82.2K -353 -7%
EHAM
3206
Eagle Harbor Asset Management
Washington
$1.1M -$8.38K -36 -0.8%
LWM
3207
Liberty Wealth Management
California
$1.1M +$24.5K +105 +2%
MC
3208
Matisse Capital
Oregon
$1.1M – – –
GOCP
3209
Great Oak Capital Partners
Massachusetts
$1.1M +$5.82K +25 +0.6%
PPC
3210
Pennington Partners & Co
Maryland
$1.1M +$1.06M +4,572 New
PCA
3211
Prosperity Capital Advisors
Ohio
$1.1M -$3.03K -13 -0.3%
BOM
3212
Bank of Marin
California
$1.09M +$99K +425 +10%
BSHC
3213
Breed's Hill Capital
Massachusetts
$1.09M +$666K +2,861 +168%
HW
3214
Hamilton Wealth
California
$1.09M -$148K -636 -12%
PA
3215
PSI Advisors
Florida
$1.09M +$466 +2 +0%
HWM
3216
Hassell Wealth Management
Louisiana
$1.09M – – –
CFA
3217
CWS Financial Advisors
Michigan
$1.09M +$233 +1 +0%
SAM
3218
Synergy Asset Management
Washington
$1.09M +$279K +1,197 +31%
AWM
3219
Ariadne Wealth Management
California
$1.09M +$185K +794 +25%
CCM
3220
CAAS Capital Management
New York
$1.09M +$1.06M +4,531 New
CGH
3221
CMG Global Holdings
Texas
$1.09M +$3.73K +16 +0.4%
HSG
3222
Helen Stephens Group
Texas
$1.09M +$3.96K +17 +0.4%
DMBA
3223
Deseret Mutual Benefit Administrators
Utah
$1.08M -$104K -445 -9%
EFH
3224
Eaton Financial Holdings
Florida
$1.08M -$7.45K -32 -0.7%
OPTFSNA
3225
Old Point Trust & Financial Services N A
Virginia
$1.08M -$31.2K -134 -3%
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