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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
3101
AmeriServ Wealth Advisors
Pennsylvania
$384K -$887 -7 -0.2%
BOSSRA
3102
B.O.S.S. Retirement Advisors
Utah
$383K +$362K +2,858 New
PP
3103
Patron Partners
Texas
$383K -$20.4K -161 -5%
RIA
3104
Richwood Investment Advisors
Ohio
$383K -$17.5K -138 -5%
BW
3105
Basepoint Wealth
Iowa
$382K +$111K +876 +44%
CAMV
3106
Concord Asset Management (Virginia)
Virginia
$382K +$361K +2,849 New
CRIG
3107
Charter Research & Investment Group
Connecticut
$382K – – –
MFGM
3108
Marshall Financial Group (Maryland)
Maryland
$382K -$30.7K -242 -8%
CWM
3109
Cranbrook Wealth Management
Michigan
$380K -$5.07K -40 -1%
PDM
3110
Penn Davis McFarland
Texas
$378K -$31.4K -248 -8%
MWA
3111
Motive Wealth Advisors
Michigan
$376K -$58.9K -465 -14%
SG
3112
Strid Group
Pennsylvania
$375K – – –
AI
3113
Atom Investors
Texas
$374K +$354K +2,792 New
FFL
3114
Financial Freedom LLC
Ohio
$373K +$353K +2,783 New
MMHP
3115
Murphy Middleton Hinkle & Parker
Georgia
$373K – – –
ACM
3116
Advance Capital Management
Michigan
$372K +$760 +6 +0.2%
AA
3117
Advisory Alpha
Michigan
$370K -$6.97K -55 -2%
TA
3118
TFB Advisors
Kansas
$369K +$349K +2,755 New
ETIA
3119
Epic Trust Investment Advisors
Washington
$369K -$140K -1,102 -29%
POIA
3120
Pin Oak Investment Advisors
Texas
$369K +$21K +166 +6%
BDFN
3121
Bond & Devick Financial Network
Minnesota
$369K – – –
WI
3122
Wedgewood Investors
Pennsylvania
$368K – – –
TS
3123
Tamar Securities
California
$367K -$7.73K -61 -2%
CWM
3124
CarsonAllaria Wealth Management
Illinois
$367K -$5.83K -46 -2%
HPCM
3125
Hunter Perkins Capital Management
Illinois
$366K -$101K -794 -23%
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