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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
2951
Oldfather Financial Services
Nebraska
$535K +$26.3K +160 +5%
CIA
2952
Cascade Investment Advisors
Oregon
$534K – – –
CRCM
2953
Corbett Road Capital Management
Virginia
$534K +$19.1K +116 +4%
HCA
2954
Heck Capital Advisors
Wisconsin
$533K -$39.7K -242 -7%
GM
2955
GeoWealth Management
Illinois
$532K +$4.43K +27 +0.8%
CWMGP
2956
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$530K +$549K +3,345 New
UL
2957
Unionview LLC
Washington
$528K +$548K +3,336 New
BRC
2958
Bell Rock Capital
Delaware
$527K +$516K +3,141 New
SFG
2959
Sovereign Financial Group
Connecticut
$526K +$247K +1,504 +83%
CP
2960
Capital Planning
Washington
$524K – – –
PDM
2961
Penn Davis McFarland
Texas
$524K – – –
LA
2962
Legacy Advisors
Pennsylvania
$522K -$3.12K -19 -0.6%
PIA
2963
Powell Investment Advisors
Florida
$522K – – –
LWM
2964
Liberty Wealth Management
California
$522K +$8.7K +53 +2%
CIA
2965
Cladis Investment Advisory
Montana
$521K +$541K +3,293 New
EWP
2966
Engrave Wealth Partners
Texas
$521K -$256K -1,558 -32%
AP
2967
Adero Partners
California
$521K -$84.9K -517 -14%
APA
2968
Astoria Portfolio Advisors
New York
$519K +$538K +3,279 New
CC
2969
Cypress Capital
Tennessee
$517K +$8.21K +50 +2%
KOC
2970
Koss-Olinger Consulting
Florida
$517K +$92.8K +565 +21%
NRI
2971
NFP Retirement Inc
California
$517K +$1.15K +7 +0.2%
SICM
2972
Sustainable Insight Capital Management
New York
$516K -$138K -839 -20%
CL
2973
CIM LLC
New York
$516K -$6.08K -37 -1%
RPG
2974
Resource Planning Group
Georgia
$515K -$538K -3,279 -50%
AIIMS
2975
Analyst IMS Investment Management Services
Israel
$515K -$42.7K -260 -7%
117 118
119
120 121