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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1851
Edgestream Partners
New Jersey
$889K +$936K +8,531 New
BFPW
1852
BOK Financial Private Wealth
Colorado
$888K -$112K -1,025 -11%
FFW
1853
Fusion Family Wealth
New York
$883K +$7.13K +65 +0.8%
NWM
1854
Northwest Wealth Management
Iowa
$881K -$8.45K -77 -0.9%
MA
1855
MCF Advisors
Kentucky
$880K -$88.6K -808 -9%
ACM
1856
Armbruster Capital Management
New York
$877K +$97.4K +888 +12%
IIC
1857
Ironwood Investment Counsel
Arizona
$873K -$693K -6,315 -43%
PWPS
1858
Pinnacle Wealth Planning Services
Ohio
$873K +$19.7K +180 +2%
KA
1859
Kaizen Advisory
Illinois
$873K +$551K +5,019 +149%
GWCM
1860
Godshalk Welsh Capital Management
Pennsylvania
$865K – – –
MWPCG
1861
Measured Wealth Private Client Group
New Hampshire
$862K +$908K +8,280 New
PCMC
1862
Paragon Capital Management (Colorado)
Colorado
$851K +$77.9K +710 +10%
WC
1863
Whitnell & Co
Illinois
$849K -$10.8K -98 -1%
SCP
1864
Syntal Capital Partners
Texas
$848K -$200K -1,823 -18%
SM
1865
Sciencast Management
New Jersey
$846K +$845K +7,703 New
PFA
1866
Paradigm Financial Advisors
Missouri
$844K -$46.1K -420 -5%
FWCM
1867
First Western Capital Management
California
$841K +$72.7K +663 +9%
BCA
1868
Berman Capital Advisors
Georgia
$836K +$59.3K +541 +7%
AWS
1869
AJ Wealth Strategies
New York
$835K -$337K -3,068 -27%
HA
1870
Harbor Advisors
Florida
$834K – – –
LP
1871
LMR Partners
United Kingdom
$834K +$139K +1,265 +19%
AIM
1872
Advantage Investment Management
Iowa
$832K -$3.06M -27,873 -78%
TI
1873
Truepoint Inc
Ohio
$831K +$831K +7,579 +1,928%
RP
1874
Rowlandmiller & Partners
Georgia
$828K -$54.3K -495 -6%
TCB
1875
Texas Capital Bancshares
Texas
$828K +$1.65K +15 +0.2%
73 74
75
76 77