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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1326
Baugh & Associates
Georgia
$4.95M +$82.7K +560 +2%
CAL
1327
Capital Analysts LLC
Pennsylvania
$4.95M -$137K -926 -2%
SWIG
1328
Strategic Wealth Investment Group
Kentucky
$4.95M +$921K +6,237 +21%
IA
1329
Integrity Advisory
Kansas
$4.94M +$5.35M +36,270 New
BCM
1330
Buckhead Capital Management
Georgia
$4.94M -$25.2K -171 -0.5%
FFN
1331
Focus Financial Network
Minnesota
$4.93M -$13.9M -94,059 -72%
TW
1332
TrinityPoint Wealth
Connecticut
$4.93M +$439K +2,972 +9%
VMPIC
1333
Varma Mutual Pension Insurance Co
Finland
$4.92M – – –
PCM
1334
Patient Capital Management
Maryland
$4.92M -$561K -3,800 -10%
SFA
1335
Souders Financial Advisors
Ohio
$4.91M -$21.3K -144 -0.4%
FC
1336
Fusion Capital
South Carolina
$4.88M -$4.9M -33,167 Closed
JAG
1337
Journey Advisory Group
Kentucky
$4.88M +$228K +1,545 +5%
SWP
1338
Strategic Wealth Partners
Ohio
$4.87M +$572K +3,872 +12%
APP
1339
Avantax Planning Partners
Iowa
$4.86M -$47.1K -319 -0.9%
PA
1340
Procyon Advisors
Connecticut
$4.85M +$930K +6,298 +22%
TFS
1341
TrustCore Financial Services
Tennessee
$4.83M +$640K +4,334 +14%
BPM
1342
Bowling Portfolio Management
Ohio
$4.83M -$85.8K -581 -2%
CCM
1343
Coerente Capital Management
Ontario, Canada
$4.83M +$93.3K +632 +2%
SGI
1344
Summit Global Investments
Utah
$4.81M -$3.32M -22,482 -39%
SFS
1345
Strategic Financial Services
New York
$4.8M -$79K -535 -1%
GD
1346
Grandfield & Dodd
New York
$4.77M -$18.3K -124 -0.4%
IWM
1347
IHT Wealth Management
Illinois
$4.74M +$51.1K +346 +1%
BKA
1348
Brick & Kyle Associates
Pennsylvania
$4.73M -$108K -731 -2%
CT
1349
Chicago Trust
Illinois
$4.73M +$23.6K +160 +0.5%
SIA
1350
Schechter Investment Advisors
Michigan
$4.7M -$915K -6,199 -15%
52 53
54
55 56