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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SNBOSD
3126
Security National Bank of So Dak
Iowa
$811K – – –
HG
3127
Harbor Group
New Hampshire
$807K -$196 -1 -0%
LL
3128
LWMG LLC
Minnesota
$806K -$1.96K -10 -0.3%
ACA
3129
American Capital Advisory
Idaho
$805K +$131K +668 +16%
SGWM
3130
Sterling Group Wealth Management
California
$805K +$778K +3,978 New
VFPW
3131
Vantage Financial Partners (Wisconsin)
Wisconsin
$800K -$6.06K -31 -0.8%
WWM
3132
Waterway Wealth Management
Texas
$800K +$159K +811 +26%
IIM
3133
Ironwood Investment Management
Massachusetts
$800K -$1.13M -5,800 -59%
TSS
3134
Thomas Story & Son
Indiana
$797K – – –
ML
3135
McAdam LLC
Pennsylvania
$797K +$89.1K +456 +13%
TSWM
3136
Tyler-Stone Wealth Management
Ohio
$796K -$33.6K -172 -4%
IWA
3137
IVC Wealth Advisors
Pennsylvania
$796K -$2.93K -15 -0.4%
AMCA
3138
Arthur M. Cohen & Associates
Illinois
$795K -$19.4K -99 -2%
LFS
3139
Legacy Financial Strategies
Kansas
$793K +$103K +525 +16%
AOI
3140
Auto-Owners Insurance
Michigan
$792K – – –
GG
3141
GenWealth Group
New Jersey
$791K -$1.96K -10 -0.3%
EIM
3142
Essex Investment Management
Massachusetts
$791K – – –
ONST
3143
Old North State Trust
North Carolina
$789K – – –
TFGT
3144
TS Financial Group (TSFG)
Illinois
$789K +$14.7K +75 +2%
M1FG
3145
Mach-1 Financial Group
Arkansas
$787K +$37.9K +194 +5%
CCA
3146
Carrera Capital Advisors
Michigan
$787K +$761K +3,891 New
CIA
3147
Cape Investment Advisory
Georgia
$782K -$89.7K -459 -11%
DFCM
3148
Dark Forest Capital Management
Puerto Rico
$780K +$753K +3,854 New
SI
3149
Seeds Investor
New York
$779K +$82.3K +421 +12%
SWP
3150
Semus Wealth Partners
Florida
$777K +$12.5K +64 +2%
124 125
126
127 128