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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1501
RFG Advisory
Alabama
$4.27M -$64.9K -433 -1%
AW
1502
Atlas Wealth
Ohio
$4.27M -$46.3K -309 -1%
MCM
1503
MV Capital Management
Maryland
$4.27M +$61.5K +410 +1%
RI
1504
Redwood Investments
Massachusetts
$4.26M -$994K -6,634 -18%
FBFS
1505
First Business Financial Services
Wisconsin
$4.26M +$136K +906 +3%
SFS
1506
Strategic Financial Services
New York
$4.26M -$109K -728 -2%
SFA
1507
Source Financial Advisors
New York
$4.26M -$179K -1,193 -4%
LSAG
1508
Lake Street Advisors Group
New Hampshire
$4.25M +$66.7K +445 +2%
LFA
1509
Lauterbach Financial Advisors
Texas
$4.25M – – –
HI
1510
Hudock Inc
Pennsylvania
$4.25M -$51.6K -344 -1%
MCWS
1511
McKinley Carter Wealth Services
West Virginia
$4.24M -$3.9K -26 -0.1%
TSWM
1512
Triangle Securities Wealth Management
North Carolina
$4.24M -$11.4K -76 -0.3%
WBC
1513
West Branch Capital
Massachusetts
$4.24M -$6K -40 -0.1%
BCM
1514
Brookmont Capital Management
Texas
$4.24M -$44.1K -294 -1%
PCA
1515
Peddock Capital Advisors
Massachusetts
$4.24M +$52.3K +349 +1%
DDC
1516
DF Dent & Co
Maryland
$4.23M -$5.25K -35 -0.1%
TFA
1517
Transamerica Financial Advisors
Florida
$4.23M +$78K +520 +2%
SS
1518
Sunbelt Securities
Texas
$4.23M +$202K +1,345 +5%
EAM
1519
EULAV Asset Management
Florida
$4.21M -$1.05M -6,988 -19%
SMI
1520
Shelter Mutual Insurance
Missouri
$4.21M – – –
HIP
1521
HUB Investment Partners
Texas
$4.2M +$548K +3,657 +14%
CRCM
1522
Crystal Rock Capital Management
Illinois
$4.18M – – –
ZCI
1523
Zevenbergen Capital Investments
Washington
$4.18M -$23.2K -155 -0.5%
ST
1524
Smithfield Trust
Pennsylvania
$4.17M +$281K +1,876 +7%
EWA
1525
Exencial Wealth Advisors
Oklahoma
$4.17M -$386K -2,575 -8%
59 60
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62 63