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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
3126
Newbridge Financial Services Group
Florida
$805K -$1.21M -6,689 -62%
GA
3127
Goldstein Advisors
Wisconsin
$805K +$15.9K +88 +2%
PSCM
3128
Per Stirling Capital Management
Texas
$805K +$19.8K +110 +3%
SNBOSD
3129
Security National Bank of So Dak
Iowa
$803K -$27.1K -150 -4%
OA
3130
Operose Advisors
Wisconsin
$802K +$374K +2,075 +107%
GC
3131
Garde Capital
Washington
$801K -$95.3K -528 -12%
ZF
3132
Zega Financial
Florida
$800K +$721K +3,996 New
LL
3133
LWMG LLC
Minnesota
$800K -$23.3K -129 -3%
KWM
3134
Kaydan Wealth Management
Michigan
$800K +$1.44K +8 +0.2%
HG
3135
Harbor Group
New Hampshire
$799K -$1.8K -10 -0.3%
SPWG
3136
Syntegra Private Wealth Group
Missouri
$798K +$89.3K +495 +14%
VFPW
3137
Vantage Financial Partners (Wisconsin)
Wisconsin
$798K +$719K +3,986 New
SAG
3138
Spotlight Asset Group
Illinois
$797K +$170K +944 +31%
IWA
3139
IVC Wealth Advisors
Pennsylvania
$791K -$1.26K -7 -0.2%
LWM
3140
Laidlaw Wealth Management
New York
$791K -$2.07M -11,473 -74%
TSS
3141
Thomas Story & Son
Indiana
$789K – – –
GG
3142
GenWealth Group
New Jersey
$786K +$4.33K +24 +0.6%
CAM
3143
Concorde Asset Management
Michigan
$786K +$118K +653 +20%
AOI
3144
Auto-Owners Insurance
Michigan
$784K – – –
EIM
3145
Essex Investment Management
Massachusetts
$784K -$47.8K -265 -6%
SAM
3146
S.A. Mason
Michigan
$783K +$26K +144 +4%
MRWM
3147
ML&R Wealth Management
Texas
$782K +$7.76K +43 +1%
ONST
3148
Old North State Trust
North Carolina
$781K +$704K +3,900 New
GSIAS
3149
Garden State Investment Advisory Services
New Jersey
$781K -$14.8K -82 -2%
HWM
3150
Howard Wealth Management
Connecticut
$781K +$74.9K +415 +12%
124 125
126
127 128