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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2426
Alesco Advisors
New York
$848K – – –
GSWM
2427
Greenup Street Wealth Management
Michigan
$847K -$138K -1,202 -13%
CWC
2428
Carolinas Wealth Consulting
North Carolina
$847K -$24.1K -210 -3%
SC
2429
Stephens Consulting
Michigan
$846K +$212K +1,846 +30%
KA
2430
Kozak & Associates
Colorado
$846K -$44.6K -389 -4%
OPW
2431
Oxler Private Wealth
New York
$846K -$220K -1,920 -19%
BFA
2432
Beacon Financial Advisory
Ohio
$845K -$45.9K -400 -5%
CPA
2433
Cardiff Park Advisors
California
$845K -$11.8K -103 -1%
AO
2434
Advisor OS
Illinois
$842K -$251K -2,183 -21%
IRC
2435
Investors Research Corp
Georgia
$842K +$94.3K +822 +11%
WMA
2436
Wealth Management Associates
New Jersey
$838K -$7.8K -68 -0.8%
HHGA
2437
Halbert Hargrove Global Advisors
California
$838K +$97.9K +853 +12%
KTA
2438
Keeley-Teton Advisors
Illinois
$836K -$22.6K -197 -2%
GCM
2439
GoodHaven Capital Management
New Jersey
$836K – – –
KP
2440
Keel Point
Alabama
$835K -$31.8K -277 -3%
CFD
2441
Creative Financial Designs
Indiana
$832K +$241K +2,098 +36%
PG
2442
Proffitt & Goodson
Tennessee
$831K -$7.92K -69 -0.9%
PK
2443
Pflug Koory
Nebraska
$829K +$12.3K +107 +1%
PL
2444
Plancorp LLC
Missouri
$827K +$36.6K +319 +4%
RCG
2445
Rock Creek Group
District of Columbia
$827K +$86K +749 +10%
CIAS
2446
CFS Investment Advisory Services
New Jersey
$827K +$683K +5,952 +303%
GPA
2447
Garrison Point Advisors
California
$826K – – –
SAM
2448
SignalPoint Asset Management
Missouri
$824K -$42.6K -371 -4%
BC
2449
Barrett & Company
Rhode Island
$822K +$704K +6,131 New
PIA
2450
Pinion Investment Advisors
Kansas
$822K -$189K -1,650 -17%
96 97
98
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