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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PSCM
3176
Per Stirling Capital Management
Texas
$810K +$80.7K +383 +11%
NRI
3177
NFP Retirement Inc
California
$809K -$220K -1,044 -21%
RWM
3178
Reston Wealth Management
Virginia
$806K +$26.8K +127 +3%
RA
3179
Ruggaard & Associates
Ohio
$805K – – –
MAG
3180
M3 Advisory Group
Massachusetts
$804K +$14.7K +70 +2%
LCM
3181
LCM Capital Management
Illinois
$804K – – –
SAM
3182
Synergy Asset Management
Washington
$802K -$4.09M -19,423 -84%
BFWA
3183
Benchmark Financial Wealth Advisors
Florida
$797K +$168K +798 +27%
THL
3184
Tillman Hartley LLC
Colorado
$797K – – –
BWA
3185
BlueSky Wealth Advisors
North Carolina
$795K -$120K -568 -13%
MWM
3186
Maltin Wealth Management
New Jersey
$794K +$3.37K +16 +0.4%
GAA
3187
Global Assets Advisory
Florida
$794K +$808K +3,837 New
SNBOSD
3188
Security National Bank of So Dak
Iowa
$793K -$52.7K -250 -6%
HC
3189
Hourglass Capital
Texas
$788K – – –
TWM
3190
TCFG Wealth Management
California
$787K +$787K +3,734 New
ACM
3191
Advance Capital Management
Michigan
$787K +$54.1K +257 +7%
PGA
3192
Portland Global Advisors
Maine
$785K – – –
OWM
3193
OneAscent Wealth Management
Alabama
$785K +$72.9K +346 +10%
TIM
3194
Total Investment Management
Arizona
$784K -$23.4K -111 -3%
STA
3195
Smith Thornton Advisors
Alabama
$783K +$163K +775 +26%
OAM
3196
Oberweis Asset Management
Illinois
$782K -$20.6K -98 -3%
RW
3197
Rede Wealth
Virginia
$782K +$2.95K +14 +0.4%
DWA
3198
Dougherty Wealth Advisers
Minnesota
$780K -$10.5K -50 -1%
DWS
3199
Discipline Wealth Solutions
South Carolina
$780K +$779K +3,699 New
DPI
3200
Diversified Portfolios Inc
Michigan
$779K -$843 -4 -0.1%
126 127
128
129 130