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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2226
Axiom Advisory
California
$2.53M +$93.3K +443 +4%
BCM
2227
Bayesian Capital Management
New York
$2.53M +$2.52M +11,975 New
BSTWA
2228
Blake Schutter Theil Wealth Advisors
Ohio
$2.52M +$2.52M +11,971 New
TCM
2229
Teza Capital Management
Illinois
$2.52M +$140K +666 +6%
CP
2230
Canopy Partners
Ohio
$2.52M +$185K +877 +8%
KNW
2231
Kesler Norman & Wride
Utah
$2.51M -$758K -3,597 -23%
AC
2232
Aldebaran Capital
Indiana
$2.51M – – –
WA
2233
WBH Advisory
Maryland
$2.51M -$15.2K -72 -0.6%
BWP
2234
BSW Wealth Partners
Colorado
$2.51M +$231K +1,095 +10%
AA
2235
Advisory Alpha
Michigan
$2.51M +$154K +730 +7%
AF
2236
Aviso Financial
Ontario, Canada
$2.5M +$332K +1,575 +15%
WA
2237
Waddell & Associates
Tennessee
$2.5M +$1.9K +9 +0.1%
OP
2238
ORG Partners
Indiana
$2.5M -$432K -2,051 -15%
DI
2239
DAGCO Inc
Ohio
$2.5M +$632 +3 +0%
FFG
2240
Fortem Financial Group
California
$2.5M -$587K -2,787 -19%
CWA
2241
Canvas Wealth Advisors
Kansas
$2.49M +$295K +1,399 +13%
SFG
2242
Shum Financial Group
California
$2.49M +$2.37M +11,257 New
KSB
2243
Kennebec Savings Bank
Maine
$2.49M +$2.49M +11,821 New
AFC
2244
AFT Forsyth & Company
Florida
$2.49M -$45.3K -215 -2%
CCWA
2245
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.49M +$2.48M +11,793 New
CRWM
2246
Castle Rock Wealth Management
California
$2.48M -$17.3K -82 -0.7%
CFA
2247
Camarda Financial Advisors
Florida
$2.48M -$74.6K -354 -3%
BC
2248
Belmont Capital
California
$2.48M -$1.09M -5,198 -31%
IWM
2249
Iams Wealth Management
Nebraska
$2.48M +$83.2K +395 +3%
HCM
2250
Highview Capital Management
Illinois
$2.47M +$95.6K +454 +4%
88 89
90
91 92