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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1326
Jacobi Capital Management
Pennsylvania
$5.7M +$248K +1,585 +5%
LFA
1327
Legacy Financial Advisors
Kentucky
$5.69M +$225K +1,438 +4%
APP
1328
Avantax Planning Partners
Iowa
$5.68M +$158K +1,005 +3%
CIM
1329
Contravisory Investment Management
Massachusetts
$5.67M -$108K -686 -2%
SHA
1330
Seneca House Advisors
Virginia
$5.66M +$702K +4,479 +15%
SCM
1331
Silvant Capital Management
Georgia
$5.66M -$452K -2,881 -8%
EIM
1332
Essex Investment Management
Massachusetts
$5.66M -$906K -5,777 -14%
HL
1333
HeadInvest LLC
Maine
$5.65M -$8.62K -55 -0.2%
CGL
1334
Clarius Group LLC
Washington
$5.65M +$140K +892 +3%
FA
1335
FMA Advisory
Pennsylvania
$5.64M -$80.7K -515 -1%
BFC
1336
Bedel Financial Consulting
Indiana
$5.64M +$426K +2,719 +9%
BKA
1337
Brick & Kyle Associates
Pennsylvania
$5.64M +$30.1K +192 +0.6%
GRP
1338
Global Retirement Partners
California
$5.63M +$230K +1,465 +4%
RIA
1339
Regal Investment Advisors
Michigan
$5.62M +$438K +2,796 +9%
CAM
1340
Chou Associates Management
Ontario, Canada
$5.61M – – –
CF
1341
Centaurus Financial
California
$5.61M +$220K +1,401 +4%
WCA
1342
Westover Capital Advisors
Delaware
$5.56M +$193K +1,230 +4%
SFA
1343
Souders Financial Advisors
Ohio
$5.56M +$184K +1,175 +4%
OIM
1344
Opus Investment Management
Massachusetts
$5.53M – – –
DIP
1345
DT Investment Partners
Pennsylvania
$5.51M +$579K +3,692 +12%
TW
1346
TrinityPoint Wealth
Connecticut
$5.49M -$6.58K -42 -0.1%
CAIMH
1347
Central Asset Investments & Management Holdings
Hong Kong
$5.47M -$3.08M -19,670 -37%
SWM
1348
SeaCrest Wealth Management
New York
$5.46M +$146K +929 +3%
BZWA
1349
Blue Zone Wealth Advisors
California
$5.46M -$37.2K -237 -0.7%
NAM
1350
NTV Asset Management
West Virginia
$5.45M +$1.01M +6,455 +24%
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