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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAMT
2201
Select Asset Management & Trust
Pennsylvania
$4.17M +$301K +993 +8%
OWP
2202
ORG Wealth Partners
Texas
$4.17M +$337K +1,110 +8%
HA
2203
Hamel Associates
New Jersey
$4.17M -$232K -765 -5%
AWC
2204
Abundance Wealth Counselors
Pennsylvania
$4.17M +$322K +1,060 +8%
AI
2205
Axecap Investments
Ohio
$4.17M +$497K +1,638 +13%
BCM
2206
Beck Capital Management
Texas
$4.17M +$30K +99 +0.7%
HCM
2207
Highview Capital Management
Illinois
$4.16M +$193K +636 +5%
SFS
2208
Solitude Financial Services
Virginia
$4.16M +$502K +1,653 +14%
CP
2209
Canopy Partners
Ohio
$4.16M -$170K -560 -4%
BI
2210
Ballast Inc
Kentucky
$4.14M +$95.9K +316 +2%
KJWM
2211
Kiley Juergens Wealth Management
Washington
$4.14M -$66.2K -218 -2%
GFPC
2212
Global Financial Private Client
Florida
$4.13M +$272K +896 +7%
WCM
2213
Weik Capital Management
Pennsylvania
$4.13M -$90.1K -297 -2%
WI
2214
Wealth Intelligence
Georgia
$4.13M -$41K -135 -1%
IIA
2215
IPG Investment Advisors
California
$4.12M +$472K +1,556 +12%
DI
2216
DAGCO Inc
Ohio
$4.12M +$44.6K +147 +1%
SN
2217
Sittner & Nelson
Oregon
$4.12M -$56.8K -187 -1%
WAM
2218
Weatherly Asset Management
California
$4.11M -$5.77K -19 -0.1%
LI
2219
LRI Investments
Florida
$4.11M -$971K -3,198 -8%
BCG
2220
Breakwater Capital Group
New Jersey
$4.1M +$8.8K +29 +0.2%
CFS
2221
Commonwealth Financial Services
West Virginia
$4.1M -$469K -1,545 -10%
GSWM
2222
Golden State Wealth Management
California
$4.1M +$308K +1,014 +8%
TAP
2223
Tounjian Advisory Partners
Florida
$4.1M -$382K -1,258 -8%
CIM
2224
CIM Investment Management
Pennsylvania
$4.1M -$18.8K -62 -0.4%
WA
2225
Waddell & Associates
Tennessee
$4.09M +$318K +1,047 +8%
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