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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
2726
Financial Council
Maryland
$846K -$33K -220 -4%
PAG
2727
Powers Advisory Group
Illinois
$845K -$12.4K -83 -1%
PAA
2728
Peregrine Asset Advisers
Oregon
$845K +$873K +5,826 New
HFS
2729
Howard Financial Services
Texas
$845K +$124K +829 +17%
LAI
2730
Legal Advantage Investments
California
$844K – – –
OFS
2731
Oldfather Financial Services
Nebraska
$843K -$31.5K -210 -3%
OWA
2732
Opal Wealth Advisors
New York
$839K +$73.3K +489 +9%
CCM
2733
Carlson Capital Management
Minnesota
$836K +$39.1K +261 +5%
SWM
2734
Sendero Wealth Management
Texas
$834K – – –
5SA
2735
5th Street Advisors
Connecticut
$833K -$160K -1,069 -16%
BPFA
2736
Barnes Pettey Financial Advisors
Mississippi
$832K – – –
BCM
2737
Brown Capital Management
Maryland
$832K -$28.3K -189 -3%
PFT
2738
Providence First Trust
Arizona
$832K – – –
SCM
2739
SKBA Capital Management
California
$831K -$30K -200 -3%
STAS
2740
Strong Tower Advisory Services
Minnesota
$830K +$7.04K +47 +0.8%
WB
2741
West Bancorporation
Iowa
$828K +$14.2K +95 +2%
WLPWM
2742
Walled Lake Planning & Wealth Management
Illinois
$827K +$56.5K +377 +7%
FMI
2743
F/M Investments
District of Columbia
$826K +$24.9K +166 +3%
CWP
2744
Core Wealth Partners
California
$825K -$216K -1,444 -20%
DIM
2745
Delta Investment Management
California
$824K +$33.9K +226 +4%
EW
2746
Element Wealth
Mississippi
$823K +$450 +3 +0.1%
AWM
2747
Avaii Wealth Management
Wisconsin
$823K -$22.8K -152 -3%
OLA
2748
Oliver Luxxe Assets
New Jersey
$822K -$16.6K -111 -2%
WH
2749
Whitcomb & Hess
Ohio
$820K -$6.6K -44 -0.8%
GPWA
2750
Great Point Wealth Advisors
Massachusetts
$818K -$2.7K -18 -0.3%
108 109
110
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