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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1926
Parkside Financial Bank & Trust
Missouri
$2.26M -$922K -5,869 -29%
GG
1927
Gleason Group
Kentucky
$2.26M +$13.2K +84 +0.6%
SWM
1928
Sugarloaf Wealth Management
Georgia
$2.26M +$166K +1,057 +8%
PBO
1929
Peoples Bank (Ohio)
Ohio
$2.26M +$158K +1,003 +7%
PWPS
1930
Pinnacle Wealth Planning Services
Ohio
$2.25M -$3.14K -20 -0.1%
SG
1931
Stonnington Group
California
$2.25M +$62.8K +400 +3%
MAM
1932
Mastrapasqua Asset Management
Tennessee
$2.25M +$217K +1,381 +11%
WPW
1933
Warther Private Wealth
Ohio
$2.25M +$2.25M +14,312 New
PRC
1934
Pearl River Capital
Michigan
$2.24M +$2.26M +14,398 New
GI
1935
GS Investments
Minnesota
$2.23M +$782K +4,980 +53%
HFG
1936
Heron Financial Group
New York
$2.23M +$3.14K +20 +0.1%
PFM
1937
Phillips Financial Management
Indiana
$2.23M +$151K +961 +7%
BWL
1938
Bogart Wealth LLC
Virginia
$2.22M +$363K +2,309 +19%
AFS
1939
Axiom Financial Strategies
Indiana
$2.22M +$923K +5,877 +70%
SWA
1940
SFMG Wealth Advisors
Texas
$2.22M +$28.3K +180 +1%
MWM
1941
Mattern Wealth Management
Kansas
$2.22M +$157K +1,001 +7%
CL
1942
Choreo LLC
Illinois
$2.22M +$454K +2,892 +25%
WWM
1943
Wolff Wiese Magana
California
$2.21M -$26.2K -167 -1%
IF
1944
Ironwood Financial
Arizona
$2.21M +$4.24K +27 +0.2%
WAM
1945
Weatherly Asset Management
California
$2.21M – – –
PWM
1946
Palumbo Wealth Management
New York
$2.2M +$29.4K +187 +1%
NWA
1947
New World Advisors
Massachusetts
$2.2M +$1.97M +12,542 +778%
MFW
1948
Meristem Family Wealth
Minnesota
$2.19M +$639K +4,068 +41%
LFF
1949
Level Four Financial
Texas
$2.19M +$305K +1,939 +16%
WPC
1950
White Pine Capital
Minnesota
$2.18M +$88.7K +565 +4%
76 77
78
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