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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
2501
Citadel Investment Advisory
Ohio
$1.79M – – –
RHAM
2502
Round Hill Asset Management
California
$1.79M -$9.2K -51 -0.6%
SAMT
2503
Select Asset Management & Trust
Pennsylvania
$1.79M -$282K -1,563 -15%
DM
2504
Delphi Management
Massachusetts
$1.78M -$64.1K -355 -4%
BSI
2505
Bennett Selby Investments
Maine
$1.78M -$2.89K -16 -0.2%
AC
2506
Asio Capital
Kentucky
$1.78M – – –
FPWM
2507
FSB Premier Wealth Management
Iowa
$1.78M +$130K +722 +9%
HFAS
2508
Hummer Financial Advisory Services
Illinois
$1.78M +$7.76K +43 +0.5%
CG
2509
Clarus Group
Texas
$1.78M -$144K -800 -8%
MWM
2510
Mittelman Wealth Management
Massachusetts
$1.78M +$1.6M +8,877 New
MCM
2511
Mendel Capital Management
Arkansas
$1.77M -$138K -764 -8%
IF
2512
IRON Financial
Illinois
$1.77M -$81.9K -454 -5%
GCC
2513
Game Creek Capital
Massachusetts
$1.77M -$420K -2,325 -21%
MFP
2514
Meridian Financial Partners
Virginia
$1.77M -$1.08K -6 -0.1%
AA
2515
Addison Advisors
Vermont
$1.76M +$17.9K +99 +1%
CCWM
2516
Correct Capital Wealth Management
Missouri
$1.76M +$198K +1,098 +14%
WPA
2517
Winning Points Advisors
Florida
$1.76M – – –
DWM
2518
Defined Wealth Management
Oregon
$1.75M +$1.26K +7 +0.1%
PCG
2519
PFC Capital Group
California
$1.75M -$27.1K -150 -2%
MSWM
2520
McGlone Suttner Wealth Management
Wisconsin
$1.74M +$179K +993 +13%
CFG
2521
Cooper Financial Group
California
$1.74M +$178K +984 +13%
EWS
2522
Evergreen Wealth Solutions
Pennsylvania
$1.74M -$315K -1,743 -17%
FNBTCON
2523
First National Bank & Trust Co of Newtown
Pennsylvania
$1.74M – – –
GWP
2524
Gen-Wealth Partners
Michigan
$1.74M +$1.57M +8,681 New
RCM
2525
RMR Capital Management
California
$1.74M – – –
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