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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
3926
Dupree Financial Group
Kentucky
$809K – – –
TWM
3927
Troutman Wealth Management
Pennsylvania
$809K +$10.2K +33 +1%
WPA
3928
Wealth Preservation Advisors
Tennessee
$808K +$541K +1,742 +240%
BAWM
3929
Bennett Associates Wealth Management
Pennsylvania
$808K -$88.5K -285 -10%
CSW
3930
Cogent Strategic Wealth
Illinois
$808K +$11.2K +36 +1%
FA
3931
Fedenia Advisers
Wisconsin
$808K -$31.7K -102 -4%
STB
3932
S&T Bank
Pennsylvania
$808K -$9.94K -32 -1%
JA
3933
JVL Associates
Michigan
$807K +$11.8K +38 +2%
TA
3934
Tactive Advisors
Florida
$807K -$15.5K -50 -2%
VAF
3935
Values Added Financial
District of Columbia
$806K +$48.1K +155 +7%
E
3936
Entelevest
Florida
$805K +$43.2K +139 +6%
CNWM
3937
Clay Northam Wealth Management
California
$801K – – –
GPW
3938
Genesis Private Wealth
Virginia
$800K -$26.1K -84 -3%
JC
3939
Jacobs & Co
California
$799K +$4.04K +13 +0.5%
NIWA
3940
New Insight Wealth Advisors
California
$798K -$20.5K -66 -3%
HB
3941
Horizon Bancorp
Indiana
$797K -$31.7K -102 -4%
TLFA
3942
True Link Financial Advisors
California
$797K -$1.24K -4 -0.2%
AAMG
3943
AMG Asset Management Group
Georgia
$795K +$24.8K +80 +3%
MWM
3944
Mascagni Wealth Management
Mississippi
$795K +$489K +1,576 +185%
CFGSD
3945
Compass Financial Group (South Dakota)
South Dakota
$794K -$311 -1 -0%
RCM
3946
Rockbridge Capital Management
Virginia
$793K – – –
GHA
3947
Good Harbor Advisors
Massachusetts
$793K -$78.3K -252 -9%
WWP
3948
Wise Wealth Partners
Arizona
$791K – – –
BCB
3949
Brian C. Broderick
$789K -$46.6K -150 -6%
AIA
3950
Arbor Investment Advisors
North Carolina
$789K +$1.24K +4 +0.2%
156 157
158
159 160