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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3226
Cahaba Wealth Management
Georgia
$558K -$1.21K -8 -0.2%
CC
3227
Codex Capital
New York
$558K +$45.5K +300 +10%
FFM
3228
Flagstone Financial Management
Nebraska
$558K – – –
PCFFS
3229
Pacific Center for Financial Services
California
$557K +$455 +3 +0.1%
ASG
3230
Ariston Services Group
California
$557K +$496K +3,276 New
CAM
3231
Concorde Asset Management
Michigan
$555K +$20.6K +136 +4%
FAG
3232
Financial Advisory Group
Texas
$554K +$606 +4 +0.1%
FA
3233
Fountainhead AM
New Jersey
$552K +$34.2K +226 +7%
ML
3234
McAdam LLC
Pennsylvania
$550K -$6.21K -41 -1%
KIC
3235
Keating Investment Counselors
Florida
$549K -$18.9K -125 -4%
DAM
3236
Deltec Asset Management
New York
$549K – – –
WFM
3237
Wolff Financial Management
Michigan
$546K – – –
JLBC
3238
J.L. Bainbridge & Co
Florida
$544K – – –
KA
3239
Keene & Associates
Texas
$543K +$37.1K +245 +8%
ACC
3240
Acorn Creek Capital
Colorado
$540K +$481K +3,177 New
I2I
3241
Insight 2811 Inc
Illinois
$540K -$38.3K -253 -7%
FGA
3242
Fortis Group Advisors
New Jersey
$539K +$46.1K +304 +8%
LFS
3243
Legacy Financial Strategies
Kansas
$538K – – –
EA
3244
Emerald Advisors
Washington
$538K +$7.88K +52 +2%
FCT
3245
First Community Trust
Iowa
$536K -$15.2K -100 -3%
GC
3246
Guidance Capital
Kentucky
$536K -$7.73K -51 -2%
VH
3247
Visionary Horizons
Tennessee
$534K +$476K +3,139 New
PCMM
3248
Piedmont Capital Management (Montana)
Montana
$534K -$25.5K -168 -5%
POIA
3249
Pin Oak Investment Advisors
Texas
$533K – – –
LWMG
3250
Levy Wealth Management Group
Pennsylvania
$533K +$3.18K +21 +0.7%
128 129
130
131 132