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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SJIM
2326
St. Johns Investment Management
Florida
$4.02M +$123K +397 +3%
BWM
2327
Bernard Wealth Management
Michigan
$4.02M -$136K -439 -3%
PH
2328
Pinnacle Holdings
Oklahoma
$4.02M -$135K -434 -3%
CFM
2329
Compass Financial Management
Florida
$4.01M +$3.64M +11,737 New
SFS
2330
Security Financial Services
Indiana
$4.01M +$139K +448 +4%
QI
2331
QV Investors
Alberta, Canada
$4.01M -$124K -400 -3%
OPF
2332
Old Peak Finance
North Carolina
$4.01M +$2.37M +7,647 +167%
GA
2333
Greenspring Advisors
Maryland
$4.01M +$246K +792 +7%
WWM
2334
Wolff Wiese Magana
California
$4M -$47.2K -152 -1%
AFS
2335
Aft Forsyth & Sober
Florida
$4M – – –
FI
2336
Finivi Inc
Massachusetts
$4M +$26.1K +84 +0.7%
TS
2337
TradeWell Securities
Indiana
$3.99M -$10.9K -35 -0.3%
MLA
2338
MB, Levis & Associates
Pennsylvania
$3.99M -$5.28K -17 -0.1%
BMWS
2339
Brady Martz Wealth Solutions
North Dakota
$3.99M +$50.6K +163 +1%
PEA
2340
Park Edge Advisors
Ohio
$3.99M -$400K -1,287 -10%
CAWM
2341
Capital Advisors Wealth Management
Washington
$3.99M +$67.4K +217 +2%
VWS
2342
Virtus Wealth Solutions
New Jersey
$3.99M -$33.9K -109 -0.9%
SIA
2343
Sage Investment Advisers
New York
$3.97M +$13.4K +43 +0.4%
SFWA
2344
Summit Financial Wealth Advisors
Louisiana
$3.97M +$154K +495 +4%
IWS
2345
Insight Wealth Strategies
California
$3.97M +$128K +412 +4%
VAG
2346
VisionPoint Advisory Group
Texas
$3.97M +$87.6K +282 +2%
PPWM
2347
Paragon Private Wealth Management
Kentucky
$3.97M +$428K +1,378 +13%
ACA
2348
Atlas Capital Advisors
Wyoming
$3.95M -$99.1K -319 -3%
MCM
2349
Monument Capital Management
Virginia
$3.95M +$169K +543 +5%
RWM
2350
Revisor Wealth Management
Ohio
$3.94M +$255K +821 +7%
92 93
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