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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MAP
3676
Moody Aldrich Partners
Massachusetts
$636K +$59.4K +233 +10%
HBWM
3677
Hollow Brook Wealth Management
New York
$635K +$76.5K +300 +13%
LBC
3678
Leigh Baldwin & Co
New York
$634K -$74.7K -293 -10%
HFS
3679
Heritage Financial Services
Massachusetts
$633K -$20.9K -82 -3%
PDM
3680
Penn Davis McFarland
Texas
$633K – – –
IIA
3681
ICW Investment Advisors
Arizona
$632K +$510 +2 +0.1%
BRA
3682
Bender Robert & Associates
California
$631K -$45.9K -180 -7%
MAM
3683
Morse Asset Management
Connecticut
$630K +$107K +420 +20%
AIA
3684
Accelerate Investment Advisors
California
$630K +$136K +533 +26%
FFG
3685
Fortress Financial Group
Minnesota
$629K +$3.06K +12 +0.5%
SFPG
3686
Stonebridge Financial Planning Group
Florida
$628K +$255 +1 +0%
PI
3687
Parkside Investments
Illinois
$627K -$61.4K -241 -9%
CWA
3688
Centerline Wealth Advisors
Kentucky
$627K -$14.5K -57 -2%
API
3689
Asset Planning Inc
California
$627K +$1.27K +5 +0.2%
WCM
3690
Washburn Capital Management
Florida
$626K +$101K +395 +18%
CAM
3691
Clark Asset Management
New Hampshire
$623K +$198K +777 +44%
FA
3692
FDx Advisors
Illinois
$623K -$78.8K -309 -11%
DFG
3693
Dupree Financial Group
Kentucky
$623K – – –
AFIA
3694
America First Investment Advisors
Nebraska
$623K +$2.29K +9 +0.4%
OPPS
3695
Obsidian Personal Planning Solutions
Maryland
$621K – – –
PHWM
3696
Pine Harbor Wealth Management
Maryland
$621K -$7.65K -30 -1%
HC
3697
Hamilton Capital
Ohio
$619K +$7.65K +30 +1%
NFC
3698
Northstar Financial Companies
Pennsylvania
$618K -$147K -578 -19%
IAG
3699
Ipsen Advisor Group
Arkansas
$618K -$54.3K -213 -8%
SCI
3700
Silver Coast Investments
United States
$617K -$37.2K -146 -5%
146 147
148
149 150