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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
3151
Finivi Inc
Massachusetts
$777K +$22.2K +123 +3%
WAM
3152
WNY Asset Management
New York
$773K +$40.1K +222 +6%
TWP
3153
Triad Wealth Partners
Kansas
$772K +$695K +3,852 New
HWM
3154
Hassell Wealth Management
Louisiana
$771K +$44.8K +248 +7%
TIM
3155
Total Investment Management
Arizona
$769K +$27.2K +151 +4%
TFGT
3156
TS Financial Group (TSFG)
Illinois
$766K +$31K +172 +5%
RA
3157
Ruggaard & Associates
Ohio
$765K +$16.2K +90 +2%
LCM
3158
LCM Capital Management
Illinois
$763K +$180 +1 +0%
OAM
3159
Oberweis Asset Management
Illinois
$762K +$361 +2 +0.1%
NA
3160
Nottingham Advisors
New York
$761K -$87K -482 -11%
SPI
3161
Santori & Peters Inc
Pennsylvania
$761K +$1.99K +11 +0.3%
HI
3162
Humankind Investments
New York
$758K -$52.9K -293 -7%
NG
3163
Northstar Group
New York
$758K +$60.1K +333 +10%
AAM
3164
Ascension Asset Management
New York
$757K +$682K +3,780 New
IAG
3165
Investment Advisory Group
Massachusetts
$757K +$17.5K +97 +3%
SWP
3166
Semus Wealth Partners
Florida
$757K +$722 +4 +0.1%
THL
3167
Tillman Hartley LLC
Colorado
$757K – – –
WAM
3168
WealthTrust Asset Management
Florida
$756K -$392K -2,175 -37%
CCA
3169
Cottonwood Capital Advisors
Utah
$751K -$30.3K -168 -4%
MWM
3170
Maltin Wealth Management
New Jersey
$751K +$8.48K +47 +1%
QPW
3171
Quantum Private Wealth
Florida
$747K +$13.7K +76 +2%
PGA
3172
Portland Global Advisors
Maine
$746K -$58.1K -322 -8%
AFG
3173
Arkansas Financial Group
Arkansas
$746K -$30.3K -168 -4%
CFO
3174
Collective Family Office
Pennsylvania
$744K +$59K +327 +10%
MF
3175
Meridian Financial
Massachusetts
$743K – – –
125 126
127
128 129