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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
2601
Carmichael Hill & Associates
Maryland
$989K +$150 +1 +0%
SB
2602
Sunflower Bank
Texas
$988K -$18.3K -122 -2%
XT
2603
XTX Topco
Cayman Islands
$988K +$1.02M +6,811 New
GWS
2604
Glassman Wealth Services
Virginia
$987K +$7.04K +47 +0.7%
PC
2605
Port Capital
Illinois
$987K +$20.1K +134 +2%
WC
2606
Winmill & Co
New Hampshire
$986K – – –
PA
2607
Paragon Advisors
Texas
$983K +$185K +1,237 +22%
SFS
2608
Security Financial Services
Indiana
$978K +$150 +1 +0%
WP
2609
WealthSpring Partners
California
$978K -$52.2K -348 -5%
WWC
2610
Waypoint Wealth Counsel
Georgia
$976K – – –
WAG
2611
Wallace Advisory Group
California
$972K +$39.3K +262 +4%
HCPC
2612
Hamilton Capital Partners (Canada)
$972K – – –
NCM
2613
Northside Capital Management
Oregon
$972K – – –
KFA
2614
Kelleher Financial Advisors
New York
$971K -$56.4K -376 -5%
GITFIT
2615
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$970K – – –
PIC
2616
Portland Investment Counsel
Ontario, Canada
$969K – – –
PA
2617
Probity Advisors
Texas
$968K -$30K -200 -3%
V
2618
ViaWealth
Kansas
$968K -$6.45K -43 -0.6%
RB
2619
Rodgers Brothers
Pennsylvania
$966K – – –
SIS
2620
Sound Income Strategies
Florida
$964K +$128K +856 +15%
CI
2621
CAZ Investments
Texas
$957K – – –
GAM
2622
Gould Asset Management
California
$955K +$3.9K +26 +0.4%
CFD
2623
Creative Financial Designs
Indiana
$955K +$46K +307 +5%
FRA
2624
Frank Rimerman Advisors
California
$955K +$376K +2,509 +62%
BWA
2625
Bordeaux Wealth Advisors
California
$955K -$5.4K -36 -0.5%
103 104
105
106 107