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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
3001
OneAscent Wealth Management
Alabama
$534K +$505K +3,669 New
CI
3002
Cavalier Investments
Georgia
$533K +$30.3K +220 +6%
QPW
3003
Quantum Private Wealth
Florida
$532K -$537K -3,901 -52%
GCM
3004
Goldstream Capital Management
Hong Kong
$532K +$230K +1,675 +85%
IWA
3005
Inspirion Wealth Advisors
Illinois
$532K +$47.9K +348 +11%
HG
3006
Harbor Group
New Hampshire
$531K -$59.7K -434 -11%
LOIP
3007
Live Oak Investment Partners
Texas
$531K – – –
YWS
3008
Yarger Wealth Strategies
Ohio
$531K -$26.7K -194 -5%
TIA
3009
Tandem Investment Advisors
South Carolina
$530K +$125K +912 +33%
NWMG
3010
National Wealth Management Group
Ohio
$530K +$467K +3,397 New
IAG
3011
Investment Advisory Group
Massachusetts
$528K +$12.4K +90 +3%
CWM
3012
Cahaba Wealth Management
Georgia
$528K -$4.81K -35 -1%
CTWM
3013
Cherry Tree Wealth Management
Minnesota
$528K +$499K +3,627 New
IWP
3014
Invenio Wealth Partners
Florida
$528K +$499K +3,627 New
PGF
3015
Plan Group Financial
Oklahoma
$527K +$495K +3,600 New
TIM
3016
Total Investment Management
Arizona
$527K +$28.6K +208 +6%
VF
3017
Vawter Financial
Ohio
$526K +$181K +1,314 New
FAG
3018
Financial Advisory Group
Texas
$526K -$12.7K -92 -2%
PSCM
3019
Per Stirling Capital Management
Texas
$525K -$4.13K -30 -0.8%
BBA
3020
Braun-Bostich & Associates
Pennsylvania
$525K +$70.6K +513 +17%
DCM
3021
Dimension Capital Management
Florida
$524K +$44.1K +321 +10%
MWP
3022
Meridian Wealth Partners
Pennsylvania
$524K +$18.2K +132 +4%
KCM
3023
Kathmere Capital Management
Pennsylvania
$523K +$8.25K +60 +2%
AAG
3024
Armstrong Advisory Group
Massachusetts
$522K -$45.8K -333 -8%
AWAU
3025
Alliance Wealth Advisors (Utah)
Utah
$521K +$8.53K +62 +2%
119 120
121
122 123