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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2576
Security Financial Services
Indiana
$717K +$15.5K +125 +2%
SFS
2577
Summit Financial Strategies
Ohio
$715K – – –
WDG
2578
Wealth Dimensions Group
Ohio
$715K +$7.31K +59 +0.9%
FG
2579
Foster Group
Iowa
$715K +$405K +3,265 +106%
AWA
2580
Amplius Wealth Advisors
Pennsylvania
$713K +$14.1K +114 +2%
CA
2581
Crumly & Associates
Illinois
$711K -$102K -823 -12%
VCM
2582
Vision Capital Management
Oregon
$710K -$3.59K -29 -0.5%
QC
2583
Quent Capital
New York
$708K -$275K -2,222 -26%
QWM
2584
QP Wealth Management
New Jersey
$708K -$182K -1,470 -19%
PFA
2585
Pathway Financial Advisors
Vermont
$708K +$29.5K +238 +4%
OLA
2586
Oliver Luxxe Assets
New Jersey
$707K -$4.04M -32,584 -84%
CAC
2587
Cowen and Company
New York
$707K +$777K +6,275 New
RWI
2588
Red Wave Investments
Pennsylvania
$706K -$23.3K -188 -3%
WMC
2589
Westwood Management Corporation
Illinois
$705K – – –
SC
2590
Stephens Consulting
Michigan
$704K -$4.83K -39 -0.6%
BCM
2591
Brown Capital Management
Maryland
$702K – – –
TWM
2592
Titus Wealth Management
California
$702K +$108K +872 +16%
SC
2593
Solstein Capital
California
$701K – – –
LA
2594
Latitude Advisors
Florida
$699K -$1.09M -8,821 -59%
RP
2595
Riverbridge Partners
Minnesota
$699K – – –
FVWA
2596
Foster Victor Wealth Advisors
South Carolina
$699K +$99.1K +800 +15%
PRC
2597
Pearl River Capital
Michigan
$699K +$770K +6,211 New
KIC
2598
Keating Investment Counselors
Florida
$698K – – –
P
2599
&Partners
Tennessee
$698K +$37.9K +306 +5%
JSW
2600
Journey Strategic Wealth
New Jersey
$697K -$38.8K -313 -5%
102 103
104
105 106