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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PVH
2526
Psagot Value Holdings
Israel
$956K +$131K +955 +15%
FMN
2527
Financial Management Network
California
$955K -$62.5K -456 -6%
SOW
2528
State of Wyoming
Wyoming
$953K -$20.1K -147 -2%
TBC
2529
Ted Buchan & Co
California
$952K -$87.3K -637 -8%
HGERS
2530
Householder Group Estate & Retirement Specialist
Arizona
$948K +$52.5K +383 +6%
ACM
2531
Armbruster Capital Management
New York
$947K – – –
AG
2532
Advocate Group
Minnesota
$946K +$518K +3,780 +109%
PIA
2533
Powell Investment Advisors
Florida
$946K +$502K +3,663 +102%
JWA
2534
JFS Wealth Advisors
Pennsylvania
$946K -$176K -1,288 -15%
FOA
2535
Five Oceans Advisors
California
$944K +$14.3K +104 +1%
AWM
2536
AllSquare Wealth Management
New York
$944K +$92.5K +675 +10%
EFL
2537
ERn Financial LLC
Wisconsin
$943K +$4.52K +33 +0.5%
NFA
2538
Northern Financial Advisors
Michigan
$939K +$83.6K +610 +9%
QCM
2539
Qsemble Capital Management
New York
$938K +$987K +7,200 New
XC
2540
XY Capital
Hong Kong
$938K +$987K +7,200 New
OBGC
2541
O'Brien Greene & Co
Pennsylvania
$938K -$27.4K -200 -3%
CWA
2542
Consilium Wealth Advisory
Texas
$936K +$105K +768 +12%
TFA
2543
Teamwork Financial Advisors
Texas
$935K +$556K +4,059 +130%
COCM
2544
Charter Oak Capital Management
New Hampshire
$933K +$12.3K +90 +1%
ACM
2545
AlphaStar Capital Management
North Carolina
$933K +$36K +263 +4%
RW
2546
REDW Wealth
New Mexico
$933K +$67.3K +491 +7%
SC
2547
Sierra Capital
Florida
$932K – – –
LWM
2548
Liberty Wealth Management
California
$930K +$985K +7,191 New
AF
2549
Affiance Financial
Minnesota
$930K +$8.22K +60 +0.8%
PCH
2550
PGIM Custom Harvest
New Jersey
$928K +$24.3K +177 +3%
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102
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