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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AGA
2826
Accuvest Global Advisors
Utah
$670K +$194K +1,181 +39%
CFA
2827
Cahill Financial Advisors
Minnesota
$669K -$4.27K -26 -0.6%
EHAM
2828
Eagle Harbor Asset Management
Washington
$668K +$693K +4,221 New
JFGLC
2829
Johnson Financial Group LLC (Colorado)
Colorado
$667K +$44.5K +271 +7%
PCI
2830
Planning Center Inc
Illinois
$665K +$728K +4,435 New
SNBOSD
2831
Security National Bank of So Dak
Iowa
$664K +$74.7K +455 +12%
LF
2832
Lee Financial
Texas
$661K +$158K +961 +30%
CC
2833
Callan Capital
California
$658K +$212K +1,291 +45%
TWM
2834
Thrive Wealth Management
Pennsylvania
$657K +$681K +4,147 New
CPC
2835
Consolidated Planning Corp
Georgia
$654K – – –
SCM
2836
Stonehearth Capital Management
Massachusetts
$653K +$6.9K +42 +1%
SFS
2837
Stiles Financial Services
Minnesota
$653K +$677K +4,121 New
PCFFS
2838
Pacific Center for Financial Services
California
$651K +$21.7K +132 +3%
FFA
2839
Fi3 Financial Advisors
Indiana
$651K +$60.3K +367 +10%
GC
2840
Grace Capital
Massachusetts
$650K +$83.3K +507 +14%
AC
2841
Annandale Capital
Texas
$646K – – –
FA
2842
Financial Advisors
Massachusetts
$645K +$18.4K +112 +3%
NG
2843
Northstar Group
New York
$644K +$17.2K +105 +3%
MPW
2844
Monterey Private Wealth
California
$642K -$95.1K -579 -12%
TSWM
2845
Tyler-Stone Wealth Management
Ohio
$642K +$665K +4,051 New
OAM
2846
Oberweis Asset Management
Illinois
$641K -$37.4K -228 -5%
AP
2847
Arlington Partners
Alabama
$640K – – –
PWS
2848
Private Wealth Strategies
Ohio
$640K – – –
CL
2849
COWA LLC
Oklahoma
$639K – – –
DWP
2850
Destiny Wealth Partners
Florida
$638K – – –
112 113
114
115 116