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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
2976
Mayfair Advisory Group
Alabama
$515K +$328 +2 +0.1%
DJYG
2977
David J. Yvars Group
Florida
$515K +$2.46K +15 +0.5%
TI
2978
Truehand Inc
New Hampshire
$514K -$135K -820 -20%
PTC
2979
Provident Trust Company
Wisconsin
$512K – – –
WFM
2980
Wolff Financial Management
Michigan
$512K +$2.79K +17 +0.5%
WF
2981
Wayfinding Financial
Washington
$512K +$579K +3,526 New
WW
2982
Westshore Wealth
California
$511K +$43.2K +263 +9%
PI
2983
Parkside Investments
Illinois
$509K +$1.48K +9 +0.3%
AWM
2984
Atticus Wealth Management
Florida
$508K +$142K +863 +37%
NICM
2985
Neo Ivy Capital Management
New York
$508K +$527K +3,211 New
PHIC
2986
Pine Haven Investment Counsel
Massachusetts
$508K +$527K +3,211 New
VFP
2987
Verus Financial Partners
Virginia
$507K -$39.6K -241 -7%
AWM
2988
Aevitas Wealth Management
Massachusetts
$506K +$14.1K +86 +3%
LP
2989
LGL Partners
Pennsylvania
$506K +$525K +3,197 New
SWG
2990
Summit Wealth Group
Vermont
$505K -$61.6K -375 -11%
TF
2991
TRH Financial
Iowa
$504K +$9.2K +56 +2%
ACP
2992
Aveo Capital Partners
Colorado
$503K -$7.39K -45 -1%
LRIA
2993
Leonard Rickey Investment Advisors
Washington
$502K -$985 -6 -0.2%
AWAP
2994
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$501K -$10.2K -62 -2%
ZF
2995
Zhang Financial
Michigan
$500K +$35.6K +217 +7%
AWA
2996
AmeriServ Wealth Advisors
Pennsylvania
$499K – – –
WIA
2997
World Investment Advisors
California
$499K +$122K +744 +30%
SAS
2998
Sanford Advisory Services
Michigan
$496K -$22.8K -139 -4%
DA
2999
DSC Advisors
Illinois
$495K -$55.5K -338 -10%
HC
3000
Hourglass Capital
Texas
$495K +$20.5K +125 +4%
118 119
120
121 122