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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
3026
Rovin Capital
Arizona
$327K +$1.49K +12 +0.4%
IWA
3027
Inspirion Wealth Advisors
Illinois
$327K +$369K +2,975 New
AWA
3028
AmeriServ Wealth Advisors
Pennsylvania
$326K -$32.2K -260 -8%
1W
3029
1776 Wealth
Georgia
$326K +$248 +2 +0.1%
SL
3030
Salomon & Ludwin
Virginia
$326K +$73.6K +594 +26%
ACM
3031
Aljian Capital Management
Nevada
$325K – – –
SAM
3032
Sequent Asset Management
Texas
$325K +$248 +2 +0.1%
LWMG
3033
Levy Wealth Management Group
Pennsylvania
$325K +$1.36K +11 +0.4%
CM
3034
Columbus Macro
Pennsylvania
$325K +$9.04K +73 +3%
FWP
3035
Firethorn Wealth Partners
Georgia
$324K -$103K -834 -23%
CWM
3036
Cranbrook Wealth Management
Michigan
$324K -$83.6K -675 -19%
RF
3037
Robbins Farley
New Hampshire
$324K +$357K +2,881 New
FSC
3038
Full Sail Capital
Oklahoma
$323K -$40K -323 -10%
DWM
3039
Darwin Wealth Management
Florida
$322K -$237K -1,915 -40%
AIA
3040
Angeles Investment Advisors
California
$321K – – –
CHA
3041
Cooper/Haims Advisors
New York
$321K +$8.3K +67 +2%
TDC
3042
Thompson Davis & Co
Virginia
$320K -$83.1K -671 -19%
SWIM
3043
Smallwood Wealth Investment Management
New Jersey
$320K +$352K +2,845 New
EWA
3044
Evolution Wealth Advisors
Florida
$318K – – –
TA
3045
Trellis Advisors
Washington
$317K +$12.3K +99 +4%
SG
3046
Strid Group
Pennsylvania
$315K – – –
TS
3047
Tamar Securities
California
$315K +$35.8K +289 +12%
MMHP
3048
Murphy Middleton Hinkle & Parker
Georgia
$313K – – –
AW
3049
Avion Wealth
Texas
$312K +$6.32K +51 +2%
CAM
3050
Claret Asset Management
Quebec, Canada
$311K -$68.4K -552 -17%
120 121
122
123 124