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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
2751
Legacy Advisors
Pennsylvania
$513K – – –
PIA
2752
Powell Investment Advisors
Florida
$513K – – –
AIIMS
2753
Analyst IMS Investment Management Services
Israel
$512K +$10.1K +64 +2%
AWP
2754
Abacus Wealth Partners
California
$512K – – –
SAS
2755
Sanford Advisory Services
Michigan
$509K -$31.4K -200 -6%
ACM
2756
Aljian Capital Management
Nevada
$506K -$15.7K -100 -3%
FNBOMD
2757
First National Bank of Mount Dora
Florida
$505K -$44.8K -285 -8%
DA
2758
DSC Advisors
Illinois
$504K -$69.4K -442 -12%
DJYG
2759
David J. Yvars Group
Florida
$503K +$31.4K +200 +7%
LWA
2760
Lenox Wealth Advisors
New York
$502K +$142K +904 +39%
TA
2761
TrueWealth Advisors
Alabama
$501K +$3.14K +20 +0.6%
CC
2762
Callan Capital
California
$500K -$79.3K -505 -14%
NFP
2763
Novak Financial Planning
Maryland
$500K +$2.04K +13 +0.4%
TIA
2764
Tandem Investment Advisors
South Carolina
$499K +$76.5K +487 +18%
IAP
2765
Indie Asset Partners
Indiana
$497K -$40.7K -259 -8%
CC
2766
Cadinha & Co
Hawaii
$497K -$12.4K -79 -2%
PI
2767
Parkside Investments
Illinois
$497K +$1.41K +9 +0.3%
CAM
2768
Claret Asset Management
Quebec, Canada
$497K +$16.5K +105 +3%
LF
2769
Lee Financial
Texas
$497K +$79.5K +506 +19%
SFG
2770
Sunburst Financial Group
Alabama
$491K -$62.4K -397 -11%
AWA
2771
AmeriServ Wealth Advisors
Pennsylvania
$491K -$11K -70 -2%
WFWM
2772
Wechter Feldman Wealth Management
New Jersey
$491K – – –
DACG
2773
Donor Advised Charitable Giving
California
$490K – – –
ACP
2774
Aveo Capital Partners
Colorado
$488K -$5.65K -36 -1%
RIS
2775
Retirement Income Solutions
Michigan
$487K – – –
109 110
111
112 113