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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GP
1326
Girard Partners
Pennsylvania
$7.92M -$760K -3,889 -9%
SIA
1327
Soltis Investment Advisors
Utah
$7.9M +$64.5K +330 +0.9%
LSWM
1328
Lorne Steinberg Wealth Management
Canada
$7.9M +$1.96K +10 +0%
PPW
1329
Parcion Private Wealth
Washington
$7.9M -$251K -1,285 -3%
CF
1330
Centaurus Financial
California
$7.88M +$1.15M +5,900 +18%
SCM
1331
Summerhill Capital Management
Ontario, Canada
$7.87M -$215K -1,102 -3%
IFG
1332
Independent Financial Group
California
$7.87M -$184K -939 -2%
VST
1333
Van Strum & Towne
California
$7.84M -$49.9K -255 -0.7%
CCA
1334
Checchi Capital Advisers
California
$7.84M +$45.2K +231 +0.6%
CWM
1335
Chemistry Wealth Management
New York
$7.84M -$67.4K -345 -0.9%
LHC
1336
Little House Capital
Massachusetts
$7.81M +$867K +4,436 +13%
PWS
1337
Peloton Wealth Strategists
Indiana
$7.75M -$15.1K -77 -0.2%
QI
1338
Qtron Investments
Massachusetts
$7.75M – – –
PTC
1339
Philadelphia Trust Company
Pennsylvania
$7.74M +$38.9K +199 +0.5%
AAMA
1340
Advanced Asset Management Advisors
Ohio
$7.74M -$8.41K -43 -0.1%
EL
1341
Essex LLC
Illinois
$7.73M +$46.7K +239 +0.6%
DW30
1342
Drucker Wealth 3.0
New Jersey
$7.73M +$7.47M +38,226 New
RWA
1343
Roberts Wealth Advisors
California
$7.71M +$43.8K +224 +0.6%
CM
1344
Churchill Management
California
$7.7M +$1.39M +7,089 +23%
HAI
1345
Hennessy Advisors Inc
California
$7.69M -$430K -2,200 -5%
BB
1346
Berkshire Bank
Massachusetts
$7.67M -$350K -1,788 -5%
DIM
1347
DLK Investment Management
California
$7.67M -$36.6K -187 -0.5%
SFA
1348
Souders Financial Advisors
Ohio
$7.67M +$350K +1,792 +5%
LFA
1349
Legacy Financial Advisors
Kentucky
$7.59M -$430K -2,198 -6%
ACG
1350
Allen Capital Group
Nebraska
$7.58M -$184K -943 -2%
52 53
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