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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DJYG
2726
David J. Yvars Group
Florida
$541K +$941 +6 +0.2%
LB
2727
Leo Brokerage
Texas
$540K -$27.3K -174 -5%
PIA
2728
Powell Investment Advisors
Florida
$539K – – –
SAS
2729
Sanford Advisory Services
Michigan
$535K – – –
CRCM
2730
Corbett Road Capital Management
Virginia
$533K -$14K -89 -3%
LWM
2731
Liberty Wealth Management
California
$533K +$71.8K +458 +16%
NRI
2732
NFP Retirement Inc
California
$533K +$510K +3,255 New
ACM
2733
Alethea Capital Management
Washington
$532K -$758K -4,835 -60%
PTC
2734
Provident Trust Company
Wisconsin
$529K +$507K +3,232 New
ACP
2735
Aveo Capital Partners
Colorado
$528K +$13.2K +84 +3%
AWAP
2736
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$528K +$35.7K +228 +8%
CC
2737
Cypress Capital
Tennessee
$527K +$505K +3,218 New
LF
2738
Lee Financial
Texas
$526K +$2.82K +18 +0.6%
MSWMA
2739
Market Street Wealth Management Advisors
Indiana
$526K +$504K +3,216 New
WFM
2740
Wolff Financial Management
Michigan
$526K +$504K +3,216 New
PI
2741
Parkside Investments
Illinois
$525K +$1.41K +9 +0.3%
AA
2742
Advisory Alpha
Michigan
$525K +$92.2K +588 +22%
MAG
2743
Mayfair Advisory Group
Alabama
$524K +$42K +268 +9%
AI
2744
ArchPoint Investors
Florida
$523K +$501K +3,198 New
LRIA
2745
Leonard Rickey Investment Advisors
Washington
$520K +$40.4K +258 +9%
SFG
2746
Sunburst Financial Group
Alabama
$517K +$157 +1 +0%
PC
2747
Permit Capital
Pennsylvania
$516K -$68.2K -435 -12%
AWA
2748
AmeriServ Wealth Advisors
Pennsylvania
$516K – – –
TF
2749
TRH Financial
Iowa
$512K -$147K -936 -23%
RIS
2750
Retirement Income Solutions
Michigan
$512K – – –
108 109
110
111 112