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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1926
Adero Partners
California
$3.72M +$309K +1,578 +9%
CPW
1927
Cove Private Wealth
New York
$3.72M – – –
OFA
1928
Oak Family Advisors
Illinois
$3.72M +$10.4K +53 +0.3%
EFG
1929
Ethos Financial Group
Pennsylvania
$3.71M +$587 +3 +0%
RFA
1930
Register Financial Advisors
Georgia
$3.71M -$54K -276 -1%
CPC
1931
Congress Park Capital
New York
$3.71M -$59.4K -304 -2%
SC
1932
Sawyer & Company
Massachusetts
$3.71M -$50.8K -260 -1%
SFG
1933
Snider Financial Group
Washington
$3.71M -$23.7K -121 -0.7%
TCM
1934
Tandem Capital Management
New Jersey
$3.7M -$8.8K -45 -0.2%
CAM
1935
Chesapeake Asset Management
New York
$3.7M +$139K +712 +4%
OFS
1936
OneAscent Financial Services
Alabama
$3.7M -$157K -802 -4%
MIM
1937
Moseley Investment Management
Florida
$3.68M +$37.9K +194 +1%
AWM
1938
Aries Wealth Management
Maine
$3.68M +$25.6K +131 +0.7%
GFG
1939
Goldstone Financial Group
Illinois
$3.67M -$7.82K -40 -0.2%
IIC
1940
Integrated Investment Consultants
Michigan
$3.67M – – –
AIM
1941
Aspen Investment Management
Michigan
$3.67M -$57.3K -293 -2%
CB
1942
CNB Bank
Pennsylvania
$3.67M -$429K -2,192 -11%
MIA
1943
MeadowBrook Investment Advisors
Michigan
$3.66M -$16K -82 -0.5%
HFBOT
1944
Home Federal Bank of Tennessee
Tennessee
$3.66M +$55.1K +282 +2%
SMC
1945
Smith, Moore & Co
Missouri
$3.65M +$21.1K +108 +0.6%
CFFP
1946
Center for Financial Planning
Michigan
$3.65M +$7.04K +36 +0.2%
ARA
1947
Alexander Randolph Advisory
Virginia
$3.64M -$133K -678 -4%
ACM
1948
Aquatic Capital Management
Illinois
$3.64M -$3.11M -15,900 -47%
GLA
1949
Good Life Advisors
Pennsylvania
$3.64M +$31.3K +160 +0.9%
LMKC
1950
L.M. Kohn & Company
Ohio
$3.63M +$183K +935 +5%
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78
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