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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIGI
3076
Susquehanna International Group (Ireland)
Ireland
$923K +$922K +4,376 New
WA
3077
Wealthstream Advisors
New York
$922K -$10.5K -50 -1%
M1FG
3078
Mach-1 Financial Group
Arkansas
$921K +$102K +485 +12%
RPCONE
3079
Retirement Planning Company of New England
Rhode Island
$917K +$18.1K +86 +2%
SXL
3080
Summit X LLC
Missouri
$915K -$304K -1,442 -24%
CFAM
3081
Center For Asset Management
Florida
$913K +$6.95K +33 +0.8%
PHIC
3082
Pine Haven Investment Counsel
Massachusetts
$912K -$6.32K -30 -0.7%
WFA
3083
Wellspring Financial Advisors
Ohio
$912K +$137K +650 +18%
TA
3084
TCM Advisors
West Virginia
$912K – – –
CSWG
3085
Cardinal Strategic Wealth Guidance
Kentucky
$912K – – –
TF
3086
Trek Financial
Arizona
$911K -$111K -526 -11%
HWA
3087
Hillcrest Wealth Advisors
New Jersey
$909K – – –
BDA
3088
Borer Denton & Associates
Pennsylvania
$908K – – –
IRC
3089
Investors Research Corp
Georgia
$907K -$275K -1,305 -23%
DIA
3090
Davidson Investment Advisors
Montana
$907K +$21.1K +100 +2%
HAM
3091
Hedges Asset Management
Nevada
$907K -$169K -800 -16%
RGC
3092
Roberts, Glore & Co
Illinois
$907K -$8.64K -41 -0.9%
HWM
3093
Hassell Wealth Management
Louisiana
$906K +$15.4K +73 +2%
CCA
3094
Carrera Capital Advisors
Michigan
$906K +$85.5K +406 +10%
EWM
3095
Elevatus Welath Management
New York
$903K +$469K +2,226 +108%
CWP
3096
Curated Wealth Partners
California
$903K +$20.4K +97 +2%
NCM
3097
Next Capital Management
New York
$902K -$2.24M -10,640 -71%
CP
3098
Castleview Partners
Texas
$902K +$47.6K +226 +6%
FSC
3099
Full Sail Capital
Oklahoma
$901K -$207K -981 -19%
ML
3100
McAdam LLC
Pennsylvania
$898K +$67.4K +320 +8%
122 123
124
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