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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2926
Sovereign Financial Group
Connecticut
$1.5M +$155K +667 +12%
PIC
2927
Portland Investment Counsel
Ontario, Canada
$1.5M – – –
SC
2928
Solstein Capital
California
$1.5M +$233 +1 +0%
NCTC
2929
New Covenant Trust Company
Indiana
$1.5M -$16.8K -72 -1%
EWS
2930
Evergreen Wealth Solutions
Pennsylvania
$1.49M +$62.7K +269 +5%
WF
2931
Womack Financial
Texas
$1.49M +$1.45M +6,211 New
MTC
2932
McDaniel Terry & Co
Texas
$1.49M – – –
SWM
2933
Shakespeare Wealth Management
Wisconsin
$1.49M +$17.5K +75 +1%
PFG
2934
Prosperity Financial Group
California
$1.48M +$15.4K +66 +1%
IHL
2935
Investment House LLC
California
$1.48M +$34.9K +150 +2%
CAGAS
2936
Capital Advisory Group Advisory Services
Minnesota
$1.48M +$266K +1,141 +23%
GIP
2937
Greatmark Investment Partners
Georgia
$1.48M -$25.6K -110 -2%
PAG
2938
Powers Advisory Group
Illinois
$1.47M +$9.78K +42 +0.7%
CPA
2939
Capital Planning Advisors
California
$1.46M +$13.7K +59 +1%
BA
2940
Bluesphere Advisors
Pennsylvania
$1.46M +$49.4K +212 +4%
MFG
2941
Menard Financial Group
Texas
$1.46M +$19.1K +82 +1%
SFM
2942
Systematic Financial Management
New Jersey
$1.46M – – –
PFA
2943
Pathway Financial Advisors
Vermont
$1.46M -$4.42K -19 -0.3%
FFA
2944
Florida Financial Advisors
Florida
$1.46M -$45.2K -194 -3%
FCIM
2945
Fairview Capital Investment Management
California
$1.45M -$76.6K -329 -5%
BRG
2946
Bay Rivers Group
Virginia
$1.45M -$3.26K -14 -0.2%
SFC
2947
SYM Financial Corp
Indiana
$1.45M -$316K -1,358 -18%
GCS
2948
Gordian Capital (Singapore)
Singapore
$1.45M -$224K -960 -14%
AWM
2949
Aviso Wealth Management
Washington
$1.45M -$40.8K -175 -3%
HFM
2950
Harvest Fund Management
China
$1.45M +$431K +1,850 +44%
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