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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ADBIC
3376
A.D. Beadell Investment Counsel
Wisconsin
$884K -$1.18M -5,080 -58%
DPI
3377
Diversified Portfolios Inc
Michigan
$884K -$1.63K -7 -0.2%
PSCM
3378
Per Stirling Capital Management
Texas
$883K -$36.6K -157 -4%
PG
3379
Prostatis Group
Maryland
$883K +$69.9K +300 +9%
ACM
3380
Advance Capital Management
Michigan
$883K -$11.6K -50 -1%
QPW
3381
Quantum Private Wealth
Florida
$882K -$82.2K -353 -9%
NCM
3382
Next Capital Management
New York
$880K -$142K -608 -14%
SPI
3383
Santori & Peters Inc
Pennsylvania
$879K +$2.1K +9 +0.2%
BFWM
3384
Bright Futures Wealth Management
New York
$878K -$79.9K -343 -9%
SWP
3385
Semus Wealth Partners
Florida
$878K +$699 +3 +0.1%
VBA
3386
von Borstel & Associates
Oregon
$878K +$7.69K +33 +0.9%
1W
3387
1776 Wealth
Georgia
$875K +$466 +2 +0.1%
EIM
3388
Essex Investment Management
Massachusetts
$875K -$55K -236 -6%
EGWAG
3389
Elwood & Goetz Wealth Advisory Group
Georgia
$875K +$21.2K +91 +3%
SIM
3390
SSI Investment Management
California
$873K -$1.17K -5 -0.1%
NI
3391
NCP Inc
California
$873K +$233 +1 +0%
TFGT
3392
TS Financial Group (TSFG)
Illinois
$872K -$54K -232 -6%
HPM
3393
Hoxton Planning & Management
West Virginia
$871K +$1.4K +6 +0.2%
BFS
3394
BridgePort Financial Solutions
Iowa
$871K +$783K +3,363 New
KAM
3395
KEB Asset Management
Illinois
$868K -$373K -1,600 -31%
FWA
3396
Flagship Wealth Advisors
Massachusetts
$866K +$841K +3,612 New
FA
3397
Fiducient Advisors
Illinois
$864K +$22.1K +95 +3%
JF
3398
Joule Financial
Kentucky
$863K +$44.3K +190 +6%
TWM
3399
TCFG Wealth Management
California
$863K -$31.2K -134 -4%
MCA
3400
Millennium Capital Advisors
Arkansas
$862K -$540K -2,320 -39%
134 135
136
137 138