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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOSM
2176
First National Bank of South Miami
Florida
$1.8M +$132K +803 +8%
AA
2177
Auxano Advisors
Washington
$1.8M +$36.8K +224 +2%
EFG
2178
Everhart Financial Group
Ohio
$1.79M +$7.23K +44 +0.4%
MA
2179
MBA Advisors
Pennsylvania
$1.78M +$630K +3,839 +52%
CFD
2180
Creative Financial Designs
Indiana
$1.78M +$201K +1,225 +12%
MS
2181
Maven Securities
Jersey
$1.78M +$783K +4,770 +73%
JFA
2182
JNBA Financial Advisors
Minnesota
$1.78M +$48.8K +297 +3%
SJIM
2183
St. Johns Investment Management
Florida
$1.78M -$30.4K -185 -2%
WA
2184
Waverly Advisors
Alabama
$1.78M +$34.5K +210 +2%
TGAM
2185
TBH Global Asset Management
Tennessee
$1.77M +$29.2K +178 +2%
GF
2186
Gries Financial
Ohio
$1.77M -$1.37M -8,336 -43%
LM
2187
Lincluden Management
Ontario, Canada
$1.77M -$65.7K -400 -3%
LWA
2188
Lineweaver Wealth Advisors
Ohio
$1.77M +$51.4K +313 +3%
PFWA
2189
Paces Ferry Wealth Advisors
Georgia
$1.76M -$20.5K -125 -1%
EWS
2190
Evergreen Wealth Solutions
Pennsylvania
$1.76M +$1.83M +11,140 New
CAM
2191
Cacti Asset Management
Georgia
$1.76M – – –
CPSC
2192
Carl P. Sherr & Co
Massachusetts
$1.76M +$1.02M +6,240 +128%
CG
2193
CFO4Life Group
Texas
$1.76M +$202K +1,227 +12%
KA
2194
Klingman & Associates
New York
$1.75M +$54K +329 +3%
BWM
2195
BlackDiamond Wealth Management
New York
$1.74M +$1.81M +11,007 New
ATFA
2196
All Terrain Financial Advisors
Minnesota
$1.74M -$37K -225 -2%
NCM
2197
Next Capital Management
New York
$1.74M -$1.06M -6,470 -37%
FPAS
2198
Focus Partners Advisor Solutions
Missouri
$1.74M +$1.8M +10,968 New
AA
2199
ALPS Advisors
Colorado
$1.73M -$168M -1,022,895 -99%
WA
2200
Wealth Architects
California
$1.73M +$53.9K +328 +3%
86 87
88
89 90