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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SNBOSD
2526
Security National Bank of So Dak
Iowa
$333K – – –
CCC
2527
Chelsea Counsel Company
California
$333K +$41K +417 +14%
AWS
2528
Arkfeld Wealth Strategies
Nebraska
$333K +$81.6K +831 +32%
B
2529
Bridgeworth
Alabama
$332K -$60.8K -619 -15%
NIC
2530
Northwest Investment Counselors
Oregon
$330K -$9.33K -95 -3%
BCP
2531
Berkeley Capital Partners
Georgia
$329K -$34.2K -348 -9%
NED
2532
Nancy E. Dempze
$329K – – –
SWG
2533
Summit Wealth Group
Vermont
$329K – – –
HIS
2534
Harvest Investment Services
Illinois
$328K +$64.2K +654 +24%
HHAM
2535
HITE Hedge Asset Management
Massachusetts
$327K – – –
SBA
2536
Secrest Blakey & Associates
North Carolina
$326K +$40.5K +412 +14%
SAA
2537
Southeast Asset Advisors
Georgia
$324K -$78.7K -801 -19%
JCM
2538
Jag Capital Management
Missouri
$324K -$38.6K -393 -10%
SAM
2539
Summit Asset Management
Tennessee
$324K +$15.5K +158 +5%
MPW
2540
MA Private Wealth
California
$322K +$786 +8 +0.2%
RWMH
2541
Riverpoint Wealth Management Holdings
Illinois
$319K -$49K -499 -13%
JI
2542
Jeereddi Investments
California
$318K – – –
BWM
2543
BT Wealth Management
Georgia
$317K -$11.8K -120 -4%
FI
2544
Fosun International
China
$317K – – –
PIA
2545
Powell Investment Advisors
Florida
$317K – – –
RIS
2546
Retirement Income Solutions
Michigan
$317K +$25.6K +261 +9%
TPW
2547
Tiller Private Wealth
Pennsylvania
$315K +$21.1K +215 +7%
MWP
2548
Moller Wealth Partners
$313K – – –
PWS
2549
Private Wealth Strategies
Ohio
$313K – – –
AIIMS
2550
Analyst IMS Investment Management Services
Israel
$313K +$319K +3,250 New
100 101
102
103 104