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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
1926
KCS Wealth Advisory
California
$1.9M +$279K +2,494 +20%
KF
1927
Krilogy Financial
Missouri
$1.88M -$61.6K -551 -4%
HFP
1928
Holistic Financial Partners
Indiana
$1.88M -$54.7K -489 -3%
RCIM
1929
Red Cedar Investment Management
Michigan
$1.88M +$510K +4,562 +45%
FIM
1930
Freedom Investment Management
Connecticut
$1.87M +$200K +1,790 +14%
CWA
1931
Clarity Wealth Advisors
California
$1.87M +$96.5K +863 +6%
FMT
1932
First Mercantile Trust
Tennessee
$1.86M -$245K -2,194 -13%
PIM
1933
Perpetual Investment Management
Australia
$1.86M +$1.66M +14,811 New
FFG
1934
Fortem Financial Group
California
$1.85M -$18.1K -162 -1%
CA
1935
Corrado Advisors
New Jersey
$1.85M -$173K -1,545 -10%
DI
1936
DFPG Investments
Utah
$1.84M -$88.7K -794 -6%
VCAM
1937
Van Cleef Asset Management
Ohio
$1.83M +$30.5K +273 +2%
RSWM
1938
Robertson Stephens Wealth Management
California
$1.83M -$203K -1,813 -11%
SWIG
1939
Strategic Wealth Investment Group
Kentucky
$1.83M +$74.1K +663 +5%
SWM
1940
Sugarloaf Wealth Management
Georgia
$1.82M +$69.2K +619 +4%
CAM
1941
Covenant Asset Management
New Jersey
$1.82M +$46.6K +417 +3%
TPM
1942
Triasima Portfolio Management
Quebec, Canada
$1.82M +$1.6M +14,310 New
CSM
1943
CAMG Solamere Management
North Carolina
$1.81M -$2.37M -21,202 -60%
GG
1944
Gleason Group
Kentucky
$1.81M +$9.72K +87 +0.6%
AI
1945
Accredited Investors
Minnesota
$1.81M +$21K +188 +1%
SWA
1946
SFMG Wealth Advisors
Texas
$1.81M +$422K +3,775 +36%
CHJWM
1947
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.8M -$68.1K -609 -4%
WAM
1948
Weatherly Asset Management
California
$1.8M -$25.8K -231 -2%
OWA
1949
Octavia Wealth Advisors
Ohio
$1.8M +$1.59M +14,183 New
CBT
1950
CoreFirst Bank & Trust
Kansas
$1.8M +$1.58M +14,153 New
76 77
78
79 80