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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KW
3426
Keyvantage Wealth
Pennsylvania
$1.32M -$135K -436 -10%
RHDIC
3427
R.H. Dinel Investment Counsel
California
$1.32M – – –
MAG
3428
M3 Advisory Group
Massachusetts
$1.31M +$17K +55 +1%
TFGT
3429
TS Financial Group (TSFG)
Illinois
$1.31M +$929 +3 +0.1%
CC
3430
Cultivar Capital
Texas
$1.31M +$74.9K +242 +6%
PA
3431
Probity Advisors
Texas
$1.31M -$2.48K -8 -0.2%
PWM
3432
Peck Wealth Management
New York
$1.31M -$155K -500 -11%
IAG
3433
Investment Advisory Group
Massachusetts
$1.3M -$25.7K -83 -2%
KWM
3434
Kingsman Wealth Management
Florida
$1.3M +$51.1K +165 +4%
CFP
3435
Cascade Financial Partners
California
$1.3M +$37.8K +122 +3%
FWA
3436
Flagship Wealth Advisors
Massachusetts
$1.3M +$3.1K +10 +0.2%
FC
3437
Financial Consulate
Maryland
$1.3M -$459K -1,483 -27%
SAM
3438
Secure Asset Management
Michigan
$1.3M -$94.7K -306 -7%
DAM
3439
Doheny Asset Management
California
$1.3M – – –
OFO
3440
OneAscent Family Office
Alabama
$1.3M +$416K +1,343 +50%
SC
3441
Steph & Co
Wisconsin
$1.3M -$167K -539 -12%
EA
3442
Emerald Advisors
Washington
$1.3M -$3.1K -10 -0.2%
TA
3443
TrueWealth Advisors
Alabama
$1.29M -$217K -701 -15%
CWM
3444
Challenger Wealth Management
California
$1.29M – – –
WDA
3445
Wendell David Associates
New Hampshire
$1.29M – – –
GA
3446
Greenhaven Associates
New York
$1.29M – – –
BCM
3447
Bayesian Capital Management
New York
$1.29M +$1.24M +4,000 New
HIM
3448
Hanlon Investment Management
New Jersey
$1.29M +$135K +437 +12%
BSTWA
3449
Blake Schutter Theil Wealth Advisors
Ohio
$1.29M -$38.4K -124 -3%
ACP
3450
Arcus Capital Partners
Georgia
$1.28M +$816K +2,636 +195%
136 137
138
139 140