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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TVAMP
2226
Tennessee Valley Asset Management Partners
Tennessee
$549K +$22.2K +183 +3%
SFM
2227
Systematic Financial Management
New Jersey
$547K +$69.9K +575 +10%
SIA
2228
Soltis Investment Advisors
Utah
$547K +$114K +936 +18%
LWA
2229
Lineweaver Wealth Advisors
Ohio
$544K +$175K +1,441 +30%
HWMG
2230
Hurlow Wealth Management Group
Indiana
$543K -$25.5K -210 -3%
SC
2231
Steph & Co
Wisconsin
$543K -$7.29K -60 -1%
P
2232
&Partners
Tennessee
$542K +$31.1K +256 +4%
ONST
2233
Old North State Trust
North Carolina
$540K +$58.6K +482 +9%
BIA
2234
BHK Investment Advisors
Alabama
$538K +$112K +922 +18%
FBT
2235
First Bank & Trust
South Dakota
$535K -$20K -165 -3%
MCIA
2236
Mountain Capital Investment Advisors
Colorado
$535K +$209K +1,718 +49%
ACP
2237
Aveo Capital Partners
Colorado
$530K +$341K +2,806 +91%
GI
2238
Glovista Investments
New Jersey
$526K +$710K +5,844 New
RHDIC
2239
R.H. Dinel Investment Counsel
California
$524K -$30.4K -250 -4%
CFS
2240
CRA Financial Services
New Jersey
$523K +$62.9K +518 +10%
NFG
2241
Nadler Financial Group
Illinois
$523K +$84.9K +699 +14%
TF
2242
TLWM Financial
Texas
$520K +$23.7K +195 +4%
IAP
2243
Indie Asset Partners
Indiana
$520K +$105K +863 +18%
ANTB
2244
AMG National Trust Bank
Colorado
$516K +$104K +859 +18%
VAG
2245
VisionPoint Advisory Group
Texas
$515K -$138K -1,132 -17%
RPG
2246
Resource Planning Group
Georgia
$514K +$2.92K +24 +0.4%
MS
2247
Maven Securities
Jersey
$514K +$694K +5,712 New
CBT
2248
Central Bank & Trust
Kentucky
$513K -$162K -1,335 -19%
HCM
2249
Horiko Capital Management
New York
$513K – – –
SFS
2250
Summit Financial Strategies
Ohio
$513K +$114K +935 +20%
88 89
90
91 92