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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
YWS
2976
Yarger Wealth Strategies
Ohio
$501K +$3.29K +24 +0.6%
SWP
2977
Semus Wealth Partners
Florida
$501K +$29.2K +213 +6%
SICM
2978
Sustainable Insight Capital Management
New York
$498K +$110K +800 +26%
PCMM
2979
Piedmont Capital Management (Montana)
Montana
$498K +$44.4K +324 +9%
IWA
2980
IVC Wealth Advisors
Pennsylvania
$496K +$9.59K +70 +2%
NED
2981
Nancy E. Dempze
$496K – – –
LCM
2982
LCM Capital Management
Illinois
$495K -$3.15K -23 -0.6%
DW
2983
Domani Wealth
Pennsylvania
$494K +$14.5K +106 +3%
WAM
2984
Wallington Asset Management
Indiana
$493K – – –
CWMU
2985
Caliber Wealth Management (Utah)
Utah
$492K -$1.61M -11,770 -76%
THL
2986
Tillman Hartley LLC
Colorado
$492K – – –
LFA
2987
Laraway Financial Advisors
Minnesota
$492K -$41.1K -300 -7%
SAM
2988
S.A. Mason
Michigan
$489K -$21.2K -155 -4%
SPI
2989
Santori & Peters Inc
Pennsylvania
$488K +$1.78K +13 +0.3%
MWM
2990
Merriman Wealth Management
Washington
$487K -$6.99K -51 -1%
CFA
2991
Cahill Financial Advisors
Minnesota
$484K -$386K -2,819 -43%
HC
2992
Hourglass Capital
Texas
$484K – – –
IIA
2993
IPG Investment Advisors
California
$484K -$617K -4,500 -55%
FAG
2994
Financial Advisory Group
Texas
$483K +$86.3K +630 +20%
NA
2995
Nottingham Advisors
New York
$482K -$42.3K -309 -8%
OFS
2996
OneAscent Financial Services
Alabama
$482K +$253K +1,850 +100%
HPWM
2997
High Pines Wealth Management
Massachusetts
$482K +$1.23K +9 +0.2%
HS
2998
Horan Securities
United States
$482K +$20.4K +149 +4%
KBFS
2999
Kohmann Bosshard Financial Services
Ohio
$481K – – –
SA
3000
Shilanski & Associates
Alaska
$480K +$287K +2,092 +125%
118 119
120
121 122