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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
2626
CWS Financial Advisors
Michigan
$955K +$300 +2 +0%
JWA
2627
JFS Wealth Advisors
Pennsylvania
$953K +$300 +2 +0%
FFA
2628
Fi3 Financial Advisors
Indiana
$951K +$107K +713 +12%
RG
2629
Renaissance Group
Kentucky
$950K -$10.3K -69 -1%
EIA
2630
Edgemoor Investment Advisors
Maryland
$947K +$150 +1 +0%
WCA
2631
Waypoint Capital Advisors
Minnesota
$943K -$16.8K -112 -2%
QWM
2632
QP Wealth Management
New Jersey
$942K -$164K -1,091 -14%
P
2633
&Partners
Tennessee
$940K +$46.5K +310 +5%
LGA
2634
Lebenthal Global Advisors
New York
$939K +$66.4K +443 +7%
SFG
2635
Steward Financial Group
Texas
$937K -$1.06M -7,092 -52%
NJBEST
2636
New Jersey Better Educational Savings Trust
New Jersey
$937K – – –
BC
2637
Barrett & Company
Rhode Island
$936K -$26.4K -176 -3%
LAS
2638
LWM Advisory Services
Florida
$933K +$8.39K +56 +0.9%
TFM
2639
TFC Financial Management
Massachusetts
$931K -$2.1K -14 -0.2%
GCM
2640
Galibier Capital Management
Ontario, Canada
$930K – – –
BHBT
2641
Burke & Herbert Bank & Trust
Virginia
$929K -$148K -989 -13%
TVAMP
2642
Tennessee Valley Asset Management Partners
Tennessee
$928K -$8.24K -55 -0.9%
OFS
2643
OneAscent Financial Services
Alabama
$926K +$11.2K +75 +1%
BBP
2644
Banco BTG Pactual
Brazil
$925K +$956K +6,380 New
RP
2645
Riverbridge Partners
Minnesota
$925K – – –
GFPC
2646
Global Financial Private Client
Florida
$924K -$1.35K -9 -0.1%
MCM
2647
Monument Capital Management
Virginia
$922K +$372K +2,482 +64%
MAM
2648
McLean Asset Management
Virginia
$919K +$2.85K +19 +0.3%
SL
2649
Sentry LLC
Tennessee
$919K – – –
BSSFA
2650
Baron Silver Stevens Financial Advisors
Florida
$918K +$75.7K +505 +9%
104 105
106
107 108