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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KBFS
3051
Kohmann Bosshard Financial Services
Ohio
$900K +$12.1K +62 +1%
CUAMC
3052
China Universal Asset Management Company
China
$900K -$286K -1,465 -25%
RCM
3053
Requisite Capital Management
Texas
$899K +$462K +2,363 +114%
LAS
3054
LWM Advisory Services
Florida
$897K -$187K -955 -18%
TFM
3055
TFC Financial Management
Massachusetts
$897K -$87K -445 -9%
EL
3056
EWA LLC
Pennsylvania
$896K +$30.3K +155 +4%
WA
3057
Wealthstream Advisors
New York
$894K -$29.5K -151 -3%
FNC
3058
First National Corp
Massachusetts
$893K +$12.1K +62 +1%
TA
3059
TPG Advisors
Illinois
$893K +$864K +4,417 New
WWMSC
3060
Wagner Wealth Management (South Carolina)
South Carolina
$893K -$9.97K -51 -1%
APC
3061
Aspire Private Capital
North Carolina
$892K +$17.2K +88 +2%
RIS
3062
Retirement Income Solutions
Michigan
$891K -$24K -123 -3%
HIG
3063
Heritage Investment Group
Florida
$890K -$5.08K -26 -0.6%
AT
3064
Avalon Trust
New Mexico
$888K -$129K -659 -13%
WRPWM
3065
Werba Rubin Papier Wealth Management
California
$887K -$146K -749 -15%
MWP
3066
Meridian Wealth Partners
Pennsylvania
$887K +$47.1K +241 +6%
CFLC
3067
California First Leasing Corp
California
$886K – – –
DWG
3068
Darden Wealth Group
Michigan
$886K +$11.7K +60 +1%
PHIC
3069
Pine Haven Investment Counsel
Massachusetts
$881K – – –
HAS
3070
HBW Advisory Services
California
$881K +$17.8K +91 +2%
RGC
3071
Roberts, Glore & Co
Illinois
$878K -$63.3K -324 -7%
BWA
3072
BlueSky Wealth Advisors
North Carolina
$877K +$848K +4,336 New
CWG
3073
Crown Wealth Group
North Carolina
$875K -$41.1K -210 -5%
CSWG
3074
Cardinal Strategic Wealth Guidance
Kentucky
$875K +$42.4K +217 +5%
WCM
3075
Wedge Capital Management
North Carolina
$874K -$78.6K -402 -9%
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