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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EBA
2801
Eagle Bay Advisors
New York
$1.31M -$54.3K -258 -4%
RFA
2802
ROI Financial Advisors
Oregon
$1.31M +$124K +591 +10%
OPWM
2803
Oakwell Private Wealth Management
Texas
$1.31M -$25.3K -120 -2%
AWM
2804
Aviso Wealth Management
Washington
$1.31M +$237K +1,124 +22%
MTC
2805
McDaniel Terry & Co
Texas
$1.31M +$94.8K +450 +8%
KC
2806
Kingfisher Capital
North Carolina
$1.3M +$32.9K +156 +3%
SWM
2807
Shakespeare Wealth Management
Wisconsin
$1.29M -$18.7K -89 -1%
PFG
2808
Prosperity Financial Group
California
$1.29M +$75.6K +359 +6%
KCM
2809
Kathmere Capital Management
Pennsylvania
$1.29M +$47.4K +225 +4%
SL
2810
Sentry LLC
Tennessee
$1.29M -$7.37K -35 -0.6%
GS
2811
GTS Securities
Florida
$1.29M -$4.34M -20,581 -77%
PFA
2812
Pathway Financial Advisors
Vermont
$1.28M -$114K -540 -8%
PAG
2813
Powers Advisory Group
Illinois
$1.28M -$2.74K -13 -0.2%
SFM
2814
Systematic Financial Management
New Jersey
$1.28M – – –
BRG
2815
Bay Rivers Group
Virginia
$1.28M -$45.9K -218 -3%
IHL
2816
Investment House LLC
California
$1.27M -$31.6K -150 -2%
SFB
2817
STAR Financial Bank
Indiana
$1.27M -$219K -1,039 -15%
CPA
2818
Capital Planning Advisors
California
$1.27M +$45.5K +216 +4%
CHA
2819
Carmichael Hill & Associates
Maryland
$1.27M +$11K +52 +0.9%
CF
2820
Copperwynd Financial
Arizona
$1.27M +$114K +542 +10%
MFG
2821
Menard Financial Group
Texas
$1.26M -$6.74K -32 -0.5%
MWM
2822
McNaughton Wealth Management
California
$1.26M -$3.16K -15 -0.3%
EWS
2823
Evergreen Wealth Solutions
Pennsylvania
$1.26M -$314K -1,490 -20%
NC
2824
Napatree Capital
Rhode Island
$1.26M +$65.3K +310 +5%
CA
2825
Crumly & Associates
Illinois
$1.26M +$27.6K +131 +2%
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113
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