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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
2726
Powell Investment Advisors
Florida
$539K – – –
SAS
2727
Sanford Advisory Services
Michigan
$535K – – –
CRCM
2728
Corbett Road Capital Management
Virginia
$533K -$14K -89 -3%
LWM
2729
Liberty Wealth Management
California
$533K +$71.8K +458 +16%
NRI
2730
NFP Retirement Inc
California
$533K +$510K +3,255 New
ACM
2731
Alethea Capital Management
Washington
$532K -$758K -4,835 -60%
PTC
2732
Provident Trust Company
Wisconsin
$529K +$507K +3,232 New
ACP
2733
Aveo Capital Partners
Colorado
$528K +$13.2K +84 +3%
AWAP
2734
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$528K +$35.7K +228 +8%
CC
2735
Cypress Capital
Tennessee
$527K +$505K +3,218 New
LF
2736
Lee Financial
Texas
$526K +$2.82K +18 +0.6%
MSWMA
2737
Market Street Wealth Management Advisors
Indiana
$526K +$504K +3,216 New
WFM
2738
Wolff Financial Management
Michigan
$526K +$504K +3,216 New
PI
2739
Parkside Investments
Illinois
$525K +$1.41K +9 +0.3%
AA
2740
Advisory Alpha
Michigan
$525K +$92.2K +588 +22%
MAG
2741
Mayfair Advisory Group
Alabama
$524K +$42K +268 +9%
AI
2742
ArchPoint Investors
Florida
$523K +$501K +3,198 New
LRIA
2743
Leonard Rickey Investment Advisors
Washington
$520K +$40.4K +258 +9%
SFG
2744
Sunburst Financial Group
Alabama
$517K +$157 +1 +0%
PC
2745
Permit Capital
Pennsylvania
$516K -$68.2K -435 -12%
AWA
2746
AmeriServ Wealth Advisors
Pennsylvania
$516K – – –
TF
2747
TRH Financial
Iowa
$512K -$147K -936 -23%
RIS
2748
Retirement Income Solutions
Michigan
$512K – – –
TIA
2749
Tandem Investment Advisors
South Carolina
$511K -$13.5K -86 -3%
TC
2750
Truvestments Capital
Florida
$511K +$1.41K +9 +0.3%
108 109
110
111 112