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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
2726
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.36M +$863K +4,781 +238%
WWC
2727
Waypoint Wealth Counsel
Georgia
$1.36M +$16.2K +90 +1%
SFS
2728
Security Financial Services
Indiana
$1.36M +$6.13K +34 +0.5%
PSFG
2729
Prairie Sky Financial Group
Illinois
$1.36M -$9.2K -51 -0.7%
NPFS
2730
Novak & Powell Financial Services
Florida
$1.35M -$19.1K -106 -2%
FHC
2731
First Heartland Consultants
Missouri
$1.34M +$67.5K +374 +6%
NCM
2732
Northside Capital Management
Oregon
$1.34M – – –
OW
2733
Olistico Wealth
Oklahoma
$1.34M -$198K -1,095 -14%
GFA
2734
Gallagher Fiduciary Advisors
Illinois
$1.34M +$55.9K +310 +5%
WCA
2735
Waypoint Capital Advisors
Minnesota
$1.33M +$23.8K +132 +2%
PFA
2736
Pathway Financial Advisors
Vermont
$1.33M -$6.5K -36 -0.5%
TC
2737
Trust Company
Kansas
$1.33M -$146K -811 -11%
PWM
2738
PBMares Wealth Management
Virginia
$1.33M +$11.4K +63 +1%
CA
2739
Centerpoint Advisors
Massachusetts
$1.32M +$72.7K +403 +6%
CI
2740
CAZ Investments
Texas
$1.32M – – –
FRA
2741
Frank Rimerman Advisors
California
$1.32M – – –
CAM
2742
Cubic Asset Management
Massachusetts
$1.32M +$5.59K +31 +0.5%
KFS
2743
Keynote Financial Services
Connecticut
$1.31M +$1.18M +6,534 New
PCH
2744
PGIM Custom Harvest
New Jersey
$1.31M +$578K +3,202 +96%
SWM
2745
Sterling Wealth Management
Illinois
$1.31M – – –
DCM
2746
Driehaus Capital Management
Illinois
$1.31M -$426K -2,362 -27%
CF
2747
Clarity Financial
Texas
$1.3M +$38.3K +212 +3%
KFA
2748
Kelleher Financial Advisors
New York
$1.3M -$35.2K -195 -3%
STAS
2749
Strong Tower Advisory Services
Minnesota
$1.3M +$108K +601 +10%
CHA
2750
Carmichael Hill & Associates
Maryland
$1.3M -$46.9K -260 -4%
108 109
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