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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
3101
Fortis Capital Advisors
Kansas
$674K -$14.7K -97 -2%
IWA
3102
IVC Wealth Advisors
Pennsylvania
$673K +$3.49K +23 +0.6%
AMCA
3103
Arthur M. Cohen & Associates
Illinois
$671K +$30.9K +204 +5%
MW
3104
Maia Wealth
Colorado
$670K +$597K +3,941 New
TSS
3105
Thomas Story & Son
Indiana
$670K – – –
GA
3106
Goldstein Advisors
Wisconsin
$668K +$1.06K +7 +0.2%
PCMC
3107
Planning Capital Management Corporation
Pennsylvania
$668K +$595K +3,924 New
SXL
3108
Summit X LLC
Missouri
$667K -$43.6K -288 -7%
AOI
3109
Auto-Owners Insurance
Michigan
$666K – – –
PSCM
3110
Per Stirling Capital Management
Texas
$665K +$43.3K +286 +8%
HWM
3111
Hassell Wealth Management
Louisiana
$663K – – –
GG
3112
GenWealth Group
New Jersey
$663K -$126K -831 -18%
AFG
3113
Arkansas Financial Group
Arkansas
$662K -$29.9K -197 -5%
IWP
3114
Invenio Wealth Partners
Florida
$662K +$152 +1 +0%
SAI
3115
Savvy Advisors Inc
New York
$661K +$589K +3,886 New
CI
3116
Cavalier Investments
Georgia
$660K +$12K +79 +2%
MWP
3117
Meridian Wealth Partners
Pennsylvania
$658K +$37.1K +245 +7%
WWM
3118
Whalen Wealth Management
Nevada
$657K +$585K +3,862 New
VCP
3119
Vista Capital Partners
Oregon
$657K +$125K +826 +27%
MRWM
3120
ML&R Wealth Management
Texas
$657K -$14.7K -97 -2%
FFA
3121
Florida Financial Advisors
Florida
$654K +$583K +3,844 New
PRI
3122
Prepared Retirement Institute
Pennsylvania
$649K +$578K +3,815 New
LCM
3123
LCM Capital Management
Illinois
$648K – – –
APC
3124
Aspire Private Capital
North Carolina
$647K +$506K +3,339 +715%
OAM
3125
Oberweis Asset Management
Illinois
$647K -$30.6K -202 -5%
123 124
125
126 127