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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1826
Benedict Financial Advisors
Georgia
$2.8M +$77.4K +494 +3%
DC
1827
DeDora Capital
California
$2.78M +$86.2K +550 +3%
GKFF
1828
George Kaiser Family Foundation
Oklahoma
$2.78M -$569K -3,631 -18%
SFG
1829
StrategIQ Financial Group
Indiana
$2.78M -$9.09K -58 -0.3%
AWM
1830
Aries Wealth Management
Maine
$2.78M +$38.9K +248 +1%
SCM
1831
Seascape Capital Management
New Hampshire
$2.78M +$188K +1,198 +8%
ZB
1832
Zions Bancorporation
Utah
$2.76M +$135K +860 +5%
BCA
1833
Berman Capital Advisors
Georgia
$2.75M +$451K +2,875 +21%
GFS
1834
GYL Financial Synergies
Connecticut
$2.75M -$186K -1,186 -7%
OIA
1835
Optimum Investment Advisors
Illinois
$2.75M -$1.06M -6,771 -29%
TLCM
1836
Twin Lakes Capital Management
California
$2.74M +$182K +1,160 +7%
DMK
1837
David M. Knott
$2.74M -$224K -1,430 -8%
IF
1838
Intrua Financial
Texas
$2.74M +$313K +1,998 +14%
OWP
1839
Obermeyer Wealth Partners
Colorado
$2.73M +$62.6K +399 +2%
WAM
1840
WealthTrust Asset Management
Florida
$2.73M +$1.15M +7,354 +79%
GIM
1841
Guardian Investment Management
California
$2.73M +$11.8K +75 +0.5%
CA
1842
Continental Advisors
Utah
$2.72M -$251K -1,600 -9%
1WA
1843
180 Wealth Advisors
Washington
$2.71M +$23.4K +149 +0.9%
IC
1844
Inscription Capital
Texas
$2.7M -$49.8M -317,619 -95%
QFA
1845
Quattro Financial Advisors
Texas
$2.7M -$74.2K -473 -3%
KF
1846
Krilogy Financial
Missouri
$2.7M +$22.6K +144 +0.9%
IFWM
1847
Institute for Wealth Management
Colorado
$2.7M +$73.5K +469 +3%
WCM
1848
Washington Capital Management
Washington
$2.69M +$639K +4,075 +33%
PAM
1849
Premier Asset Management
Illinois
$2.69M +$680K +4,340 +36%
TLP
1850
Trinity Legacy Partners
Texas
$2.69M +$128K +817 +5%
72 73
74
75 76