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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
2926
LCM Capital Management
Illinois
$513K – – –
YWS
2927
Yarger Wealth Strategies
Ohio
$512K +$3.29K +26 +0.7%
WF
2928
Wayfinding Financial
Washington
$512K -$110K -871 -20%
AWM
2929
Aprio Wealth Management
Georgia
$512K -$191K -1,509 -28%
NED
2930
Nancy E. Dempze
$511K +$9.5K +75 +2%
SAS
2931
Stelac Advisory Services
New York
$508K -$102K -808 -18%
MWM
2932
Merriman Wealth Management
Washington
$508K -$11K -87 -2%
RIM
2933
Redwood Investment Management
Arizona
$507K -$315K -2,486 -40%
WAM
2934
Wallington Asset Management
Indiana
$507K +$479K +3,784 New
RBCM
2935
Raub Brock Capital Management
California
$507K – – –
THL
2936
Tillman Hartley LLC
Colorado
$507K +$479K +3,779 New
CWA
2937
CM Wealth Advisors
Ohio
$505K – – –
TA
2938
TrueWealth Advisors
Alabama
$504K +$34.6K +273 +8%
PCA
2939
Prosperity Capital Advisors
Ohio
$503K +$476K +3,754 New
GHA
2940
Granite Harbor Advisors
Texas
$502K +$474K +3,743 New
IWA
2941
IVC Wealth Advisors
Pennsylvania
$501K +$12.3K +97 +3%
SPI
2942
Santori & Peters Inc
Pennsylvania
$501K -$40.4K -319 -8%
MCM
2943
Marathon Capital Management
Maryland
$499K -$36.6K -289 -7%
HC
2944
Hourglass Capital
Texas
$498K – – –
KBFS
2945
Kohmann Bosshard Financial Services
Ohio
$495K +$25.3K +200 +6%
LFA
2946
LGT Financial Advisors
Texas
$495K +$467K +3,689 New
HPWM
2947
High Pines Wealth Management
Massachusetts
$495K +$380 +3 +0.1%
DW
2948
Domani Wealth
Pennsylvania
$494K +$3.93K +31 +0.8%
HG
2949
Harbor Group
New Hampshire
$494K +$127 +1 +0%
AWAU
2950
Alliance Wealth Advisors (Utah)
Utah
$493K +$466K +3,676 New
116 117
118
119 120