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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
3126
Detalus Advisors
Missouri
$257K +$68.9K +600 +32%
CCA
3127
Covey Capital Advisors
Georgia
$256K – – –
MAP
3128
Milestone Advisory Partners
North Carolina
$256K – – –
AL
3129
Arnhold LLC
New York
$256K +$2.29K +20 +0.8%
SBWIC
3130
Schaper Benz & Wise Investment Counsel
Wisconsin
$254K -$19.5K -170 -7%
WA
3131
Wealth Advisors
California
$254K – – –
AWS
3132
Arkfeld Wealth Strategies
Nebraska
$254K +$262K +2,283 New
MIAS
3133
Mason Investment Advisory Services
Virginia
$254K +$1.15K +10 +0.4%
EA
3134
Ellsworth Advisors
Ohio
$252K -$66.7K -581 -19%
PFA
3135
Pure Financial Advisors
California
$252K +$689 +6 +0.2%
TWM
3136
Trevian Wealth Management
Massachusetts
$252K +$12.9K +112 +5%
KC
3137
Kinloch Capital
Virginia
$252K +$45.9K +400 +20%
LC
3138
Lavaca Capital
Texas
$251K -$1.01M -8,804 -80%
GAMC
3139
Garner Asset Management Corp
Texas
$251K -$83.7K -729 -23%
EWA
3140
Encompass Wealth Advisors
Oregon
$250K +$20.1K +175 +8%
WF
3141
Whelan Financial
California
$249K +$274K +2,385 New
BFS
3142
Bickling Financial Services
Massachusetts
$248K +$2.18K +19 +0.8%
SNBOSCI
3143
Security National Bank of Sioux City Iowa
Iowa
$248K +$27.7K +241 +11%
MECA
3144
Miller Equity Capital Advisors
Texas
$248K +$273K +2,377 New
WFO
3145
Wealthgate Family Office
Colorado
$247K – – –
SF
3146
Symphony Financial
Texas
$246K -$26.7K -233 -9%
MA
3147
MKT Advisors
California
$246K -$22.7K -198 -8%
WQ
3148
Wealth Quarterback
New Jersey
$245K +$7.92K +69 +3%
TC
3149
Truvestments Capital
Florida
$244K -$9.76K -85 -4%
DP
3150
Denver PWM
Colorado
$244K +$3.67K +32 +1%
124 125
126
127 128