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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1751
Landmark Financial Advisors
Kentucky
$2.99M +$50.1K +319 +2%
SCI
1752
Stableford Capital II
Arizona
$2.99M +$89.8K +572 +3%
ODG
1753
O'Dell Group
Ohio
$2.99M +$111K +708 +4%
CSPIA
1754
Cary Street Partners Investment Advisory
Virginia
$2.98M +$1.52M +9,701 +102%
BFM
1755
Boston Financial Management
Massachusetts
$2.96M +$14.4K +92 +0.5%
MWM
1756
Mission Wealth Management
California
$2.96M +$87.8K +559 +3%
YIA
1757
YHB Investment Advisors
Connecticut
$2.95M +$59.5K +379 +2%
SAM
1758
Sabadell Asset Management
Spain
$2.95M +$2.98M +18,947 New
KFGK
1759
Keystone Financial Group (Kentucky)
Kentucky
$2.94M -$113K -717 -4%
MIM
1760
Miller Investment Management
Pennsylvania
$2.94M – – –
SS
1761
Simplicity Solutions
Minnesota
$2.93M +$390K +2,484 +15%
CCM
1762
Condor Capital Management
New Jersey
$2.93M -$82K -522 -3%
QCM
1763
Quest Capital Management
Texas
$2.93M +$90.6K +577 +3%
DA
1764
Dillon & Associates
Michigan
$2.93M +$30.9K +197 +1%
APWM
1765
Atlas Private Wealth Management
New York
$2.93M +$198K +1,261 +7%
IWA
1766
Intercontinental Wealth Advisors
Texas
$2.92M +$93.6K +596 +3%
PCM
1767
Prelude Capital Management
New York
$2.92M -$1.07M -6,790 -27%
GWM
1768
Graybill Wealth Management
Illinois
$2.92M +$15.5K +99 +0.5%
GLA
1769
Good Life Advisors
Pennsylvania
$2.91M -$37.2K -237 -1%
WA
1770
Wambolt & Associates
Colorado
$2.9M +$714K +4,549 +33%
VNA
1771
Valley National Advisers
Pennsylvania
$2.89M -$27K -172 -0.9%
VBCG
1772
Valley Brook Capital Group
Pennsylvania
$2.89M +$88K +560 +3%
PIP
1773
Peachtree Investment Partners
Florida
$2.89M -$186K -1,186 -6%
HFBOT
1774
Home Federal Bank of Tennessee
Tennessee
$2.88M -$126K -800 -4%
FSCM
1775
Front Street Capital Management
Montana
$2.88M -$248K -1,580 -8%
69 70
71
72 73