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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
4326
Conrad Siegel Investment Advisors
Pennsylvania
$337K -$5.87K -23 -2%
STCOSD
4327
Sageworth Trust Company of South Dakota
South Dakota
$336K – – –
WFP
4328
Wrenne Financial Planning
Kentucky
$336K -$9.7K -38 -3%
MFG
4329
MTM Financial Group
Pennsylvania
$335K – – –
SWP
4330
Significant Wealth Partners
Illinois
$335K -$2.55K -10 -0.9%
MSWA
4331
Marshall & Sterling Wealth Advisors
New York
$334K -$2.81K -11 -0.9%
SCB
4332
Saudi Central Bank
Saudi Arabia
$333K +$10.7K +42 +4%
WFA
4333
Websterrogers Financial Advisors
South Carolina
$333K – – –
WPWM
4334
Western Pacific Wealth Management
Illinois
$332K -$43.4K -170 -13%
FCM
4335
Family Capital Management
Michigan
$332K -$23.2K -91 -7%
RI
4336
Rinkey Investments
California
$332K +$292K +1,144 New
JWM
4337
JDH Wealth Management
California
$331K +$3.06K +12 +1%
HI
4338
Human Investing
Oregon
$330K +$766 +3 +0.3%
DI
4339
Disciplined Investments
Oklahoma
$329K -$9.7K -38 -3%
OCFG
4340
O'Connor Financial Group
Illinois
$329K +$10.7K +42 +4%
CIA
4341
Caerus Investment Advisors
Texas
$328K – – –
LPFG
4342
Landing Point Financial Group
Ohio
$328K +$11.5K +45 +4%
CA
4343
Claris Advisors
Missouri
$327K -$335K -1,311 -54%
IAA
4344
Ironsides Asset Advisors
North Carolina
$327K +$24.2K +95 +9%
OWM
4345
Orgel Wealth Management
Wisconsin
$326K +$2.81K +11 +1%
LAM
4346
Lifestyle Asset Management
Texas
$324K +$25.5K +100 +10%
RL
4347
Retireful LLC
Michigan
$323K -$41.6K -163 -13%
AAM
4348
Auxier Asset Management
Oregon
$323K – – –
UWM
4349
USAdvisors Wealth Management
Minnesota
$323K -$29.1K -114 -9%
SCM
4350
Stonehearth Capital Management
Massachusetts
$323K – – –
172 173
174
175 176