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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
2276
CWS Financial Advisors
Michigan
$590K -$196 -2 -0%
OBGC
2277
O'Brien Greene & Co
Pennsylvania
$590K – – –
OFS
2278
Oldfather Financial Services
Nebraska
$590K +$589 +6 +0.1%
MG
2279
Mather Group
Illinois
$586K -$35.3K -359 -6%
MHIC
2280
Marble Harbor Investment Counsel
Massachusetts
$585K -$16.2K -165 -3%
SFM
2281
Systematic Financial Management
New Jersey
$585K – – –
TF
2282
TLWM Financial
Texas
$583K +$22K +224 +4%
NFG
2283
Nadler Financial Group
Illinois
$579K -$11.3K -115 -2%
JHCP
2284
Jackson Hole Capital Partners
Oklahoma
$579K +$78.6K +800 +15%
PFO
2285
Pathstone Family Office
New Jersey
$578K -$53K -540 -8%
T2I
2286
Turim 21 Investimentos
Brazil
$578K +$576K +5,868 +4,347%
ACA
2287
Ackerman Capital Advisors
Texas
$576K – – –
HWMG
2288
Hurlow Wealth Management Group
Indiana
$576K – – –
WCM
2289
Wedge Capital Management
North Carolina
$576K – – –
ONST
2290
Old North State Trust
North Carolina
$574K -$14.8K -151 -2%
RPG
2291
Resource Planning Group
Georgia
$574K +$24.6K +250 +4%
PFA
2292
Pathway Financial Advisors
Vermont
$573K -$52.8K -538 -8%
DWM
2293
Darwin Wealth Management
Florida
$572K -$238K -2,425 -29%
CIM
2294
Cambria Investment Management
California
$571K +$14.9K +152 +3%
TLP
2295
Trinity Legacy Partners
Texas
$570K -$56.7K -577 -9%
SCM
2296
Shapiro Capital Management
Georgia
$566K +$577K +5,880 New
SC
2297
Steph & Co
Wisconsin
$563K -$37.8K -385 -6%
SAM
2298
Seelaus Asset Management
New Jersey
$563K – – –
RWA
2299
RGT Wealth Advisors
Texas
$562K -$14.5K -148 -2%
EA
2300
Emerald Advisers
Pennsylvania
$561K – – –
90 91
92
93 94