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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1751
Birmingham Capital Management
Alabama
$2.11M -$196K -1,525 -9%
EW
1752
Evoke Wealth
California
$2.11M +$3M +23,386 +209%
MSWM
1753
Mader & Shannon Wealth Management
Missouri
$2.11M +$262K +2,043 +16%
BSAM
1754
Blue Square Asset Management
New York
$2.11M -$10K -78 -0.5%
HFP
1755
Holistic Financial Partners
Indiana
$2.1M +$32.4K +253 +2%
TL
1756
TrueWealth LLC
Georgia
$2.1M +$2.82K +22 +0.1%
NWP
1757
Northstar Wealth Partners
Connecticut
$2.1M +$96.3K +751 +5%
HFG
1758
Heron Financial Group
New York
$2.1M +$1.95M +15,207 New
DC
1759
DeDora Capital
California
$2.09M +$31K +242 +2%
LC
1760
LCNB Corp
Ohio
$2.09M +$34.4K +268 +2%
CCM
1761
Condor Capital Management
New Jersey
$2.08M -$37.3K -291 -2%
MYIA
1762
Mount Yale Investment Advisors
Colorado
$2.08M -$221K -1,727 -10%
MCWS
1763
McKinley Carter Wealth Services
West Virginia
$2.07M +$243K +1,892 +15%
AIC
1764
Archer Investment Corporation
Indiana
$2.06M +$144K +1,122 +8%
BI
1765
Bredin Investment
Delaware
$2.06M – – –
PL
1766
Perpetual Ltd
Australia
$2.06M – – –
O
1767
Ossiam
France
$2.06M +$416K +3,241 +28%
RCM
1768
RB Capital Management
Nevada
$2.06M +$12.1K +94 +0.6%
WAM
1769
Weatherly Asset Management
California
$2.05M +$4.23K +33 +0.2%
CWM
1770
Confluence Wealth Management
Oregon
$2.05M – – –
LNB
1771
Ledyard National Bank
$2.05M +$137K +1,066 +8%
SSA
1772
Schonfeld Strategic Advisors
New York
$2.04M +$1.87M +14,612 New
CWP
1773
CFM Wealth Partners
Texas
$2.04M +$1.9M +14,843 New
AFC
1774
AFT Forsyth & Company
Florida
$2.03M +$22.4K +175 +1%
ODG
1775
O'Dell Group
Ohio
$2.03M +$44.4K +346 +2%
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