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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
3026
Inspirion Wealth Advisors
Illinois
$327K +$369K +2,975 New
AWA
3027
AmeriServ Wealth Advisors
Pennsylvania
$326K -$32.2K -260 -8%
1W
3028
1776 Wealth
Georgia
$326K +$248 +2 +0.1%
SL
3029
Salomon & Ludwin
Virginia
$326K +$73.6K +594 +26%
ACM
3030
Aljian Capital Management
Nevada
$325K – – –
SAM
3031
Sequent Asset Management
Texas
$325K +$248 +2 +0.1%
LWMG
3032
Levy Wealth Management Group
Pennsylvania
$325K +$1.36K +11 +0.4%
CM
3033
Columbus Macro
Pennsylvania
$325K +$9.04K +73 +3%
FWP
3034
Firethorn Wealth Partners
Georgia
$324K -$103K -834 -23%
CWM
3035
Cranbrook Wealth Management
Michigan
$324K -$83.6K -675 -19%
RF
3036
Robbins Farley
New Hampshire
$324K +$357K +2,881 New
FSC
3037
Full Sail Capital
Oklahoma
$323K -$40K -323 -10%
DWM
3038
Darwin Wealth Management
Florida
$322K -$237K -1,915 -40%
AIA
3039
Angeles Investment Advisors
California
$321K – – –
CHA
3040
Cooper/Haims Advisors
New York
$321K +$8.3K +67 +2%
TDC
3041
Thompson Davis & Co
Virginia
$320K -$83.1K -671 -19%
SWIM
3042
Smallwood Wealth Investment Management
New Jersey
$320K +$352K +2,845 New
EWA
3043
Evolution Wealth Advisors
Florida
$318K – – –
TA
3044
Trellis Advisors
Washington
$317K +$12.3K +99 +4%
SG
3045
Strid Group
Pennsylvania
$315K – – –
TS
3046
Tamar Securities
California
$315K +$35.8K +289 +12%
MMHP
3047
Murphy Middleton Hinkle & Parker
Georgia
$313K – – –
AW
3048
Avion Wealth
Texas
$312K +$6.32K +51 +2%
CAM
3049
Claret Asset Management
Quebec, Canada
$311K -$68.4K -552 -17%
OWA
3050
Opal Wealth Advisors
New York
$311K +$20.4K +165 +6%
120 121
122
123 124