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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
2526
LBMC Investment Advisors
Tennessee
$1.09M – – –
RW
2527
REDW Wealth
New Mexico
$1.09M +$45.5K +331 +5%
EFL
2528
ERn Financial LLC
Wisconsin
$1.08M +$30.7K +223 +3%
AAP
2529
Arax Advisory Partners
Colorado
$1.08M +$57.8K +420 +6%
LWM
2530
Lionsbridge Wealth Management
Florida
$1.08M -$38K -276 -4%
PIMJS
2531
PKO Investment Management Joint-Stock
Poland
$1.08M +$1.02M +7,403 New
BHBT
2532
Burke & Herbert Bank & Trust
Virginia
$1.08M -$85.7K -623 -8%
CWA
2533
CM Wealth Advisors
Ohio
$1.07M +$395K +2,870 +72%
RVPG
2534
Relative Value Partners Group
$1.07M +$38.4K +279 +4%
COCM
2535
Charter Oak Capital Management
New Hampshire
$1.07M +$30.7K +223 +3%
PWP
2536
Phillips Wealth Planners
Mississippi
$1.07M +$151K +1,096 +17%
CCA
2537
Column Capital Advisors
Indiana
$1.07M -$311K -2,263 -23%
ACM
2538
AlphaStar Capital Management
North Carolina
$1.07M +$28.3K +206 +3%
DG
2539
DMC Group
Alabama
$1.07M +$72.1K +524 +8%
FPWM
2540
FSB Premier Wealth Management
Iowa
$1.07M -$34.1K -248 -3%
IIM
2541
Ironwood Investment Management
Massachusetts
$1.07M – – –
SIG
2542
Spinnaker Investment Group
California
$1.07M -$69K -502 -6%
GWM
2543
Gray Wealth Management
Maine
$1.06M -$6.19K -45 -0.6%
GSWM
2544
Greenup Street Wealth Management
Michigan
$1.06M -$10.5K -76 -1%
PIA
2545
Pinion Investment Advisors
Kansas
$1.06M +$183K +1,334 +22%
PIA
2546
Powell Investment Advisors
Florida
$1.06M – – –
PSFG
2547
Prairie Sky Financial Group
Illinois
$1.05M +$995K +7,232 New
KIG
2548
Kessler Investment Group
Indiana
$1.05M -$98.2K -714 -9%
HI
2549
Hoey Investments
Pennsylvania
$1.05M +$225K +1,634 +29%
SSWM
2550
Strait & Sound Wealth Management
California
$1.05M -$59K -429 -6%
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