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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
2201
BHK Investment Advisors
Alabama
$1.48M -$128K -1,008 -8%
MLA
2202
My Legacy Advisors
Oregon
$1.48M +$41.7K +329 +3%
ICM
2203
IMS Capital Management
Oregon
$1.48M +$18.6K +147 +1%
HBW
2204
Hazlett, Burt & Watson
West Virginia
$1.48M +$1.27K +10 +0.1%
DA
2205
Dover Advisors
Virginia
$1.47M +$1.39M +10,992 New
AWA
2206
Aaron Wealth Advisors
Illinois
$1.47M +$877K +6,921 +170%
ACL
2207
Applied Capital LLC
Florida
$1.47M +$1.39M +10,969 New
WA
2208
Wealth Architects
California
$1.47M -$28K -221 -2%
RB
2209
Renasant Bank
Mississippi
$1.46M +$72.3K +571 +6%
CFG
2210
CKW Financial Group
Hawaii
$1.46M +$115K +908 +9%
GHAM
2211
Gilman Hill Asset Management
Connecticut
$1.46M -$122K -964 -8%
CW
2212
CIC Wealth
Maryland
$1.46M +$1.38M +10,876 New
GWA
2213
GGM Wealth Advisors
Maryland
$1.46M -$353K -2,784 -21%
JFA
2214
JNBA Financial Advisors
Minnesota
$1.46M – – –
RIM
2215
RW Investment Management
Idaho
$1.45M +$1.37M +10,833 New
LM
2216
Lincluden Management
Ontario, Canada
$1.45M – – –
MHIC
2217
Marble Harbor Investment Counsel
Massachusetts
$1.45M – – –
TI
2218
Truepoint Inc
Ohio
$1.45M +$19K +150 +1%
SWK
2219
Stephen W. Kidder
$1.44M +$891K +7,030 +188%
LF
2220
LifeSteps Financial
California
$1.44M +$50.8K +401 +4%
BWM
2221
BlackDiamond Wealth Management
New York
$1.44M +$7.22K +57 +0.6%
CA
2222
Carson Advisory
Georgia
$1.43M -$6.59K -52 -0.5%
WA
2223
Waddell & Associates
Tennessee
$1.43M +$40.5K +320 +3%
SIG
2224
Sky Investment Group
Connecticut
$1.43M +$11K +87 +0.8%
SMA
2225
Sage Mountain Advisors
Georgia
$1.43M +$62.3K +492 +5%
87 88
89
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