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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
2451
Regent Peak Wealth Advisors
Georgia
$934K +$77.9K +496 +9%
WH
2452
Whitcomb & Hess
Ohio
$934K +$943K +6,007 New
RTS
2453
Round Table Services
New Jersey
$930K -$74.6K -475 -7%
DLHL
2454
Donald L. Hagan LLC
Florida
$929K +$50.4K +321 +6%
CP
2455
Castleview Partners
Texas
$929K +$939K +5,976 New
SLG
2456
Stanley-Laman Group
Pennsylvania
$920K +$193K +1,228 +26%
CCM
2457
Crew Capital Management
Ohio
$918K – – –
AWG
2458
Altus Wealth Group
Colorado
$917K -$471 -3 -0.1%
ASBI
2459
American State Bank (Iowa)
Iowa
$914K +$27.5K +175 +3%
MWM
2460
Maltin Wealth Management
New Jersey
$911K -$382K -2,430 -29%
BDF
2461
Black Diamond Financial
Maryland
$910K – – –
BAM
2462
Bellevue Asset Management
Washington
$908K +$157 +1 +0%
FPWM
2463
FSB Premier Wealth Management
Iowa
$905K +$29.5K +188 +3%
AAM
2464
AMI Asset Management
California
$903K +$154K +979 +20%
IFG
2465
Investors Financial Group
Minnesota
$902K +$19.9K +127 +2%
DWP
2466
Destiny Wealth Partners
Florida
$901K +$268K +1,708 +42%
SQA
2467
Simon Quick Advisors
New Jersey
$898K -$4.08K -26 -0.4%
WA
2468
WealthTrust Axiom
Pennsylvania
$897K -$95.6K -609 -10%
JHCP
2469
Jackson Hole Capital Partners
Oklahoma
$895K -$46K -293 -5%
RWA
2470
RGT Wealth Advisors
Texas
$894K -$24.3K -155 -3%
LC
2471
Landaas & Company
Wisconsin
$894K +$628 +4 +0.1%
TFM
2472
TFC Financial Management
Massachusetts
$887K -$26.1K -166 -3%
AMC
2473
Asset Management Corp
Illinois
$886K +$55.4K +353 +7%
LWP
2474
Legacy Wealth Planning
Nevada
$885K +$20.6K +131 +2%
ICP
2475
Interchange Capital Partners
Pennsylvania
$883K -$205K -1,308 -19%
97 98
99
100 101