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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ODIJL
3176
One Day In July LLC
Vermont
$812K +$361K +1,712 +80%
GG
3177
GenWealth Group
New Jersey
$811K -$14.3K -68 -2%
MWP
3178
Meridian Wealth Partners
Pennsylvania
$810K -$115K -546 -12%
PSCM
3179
Per Stirling Capital Management
Texas
$810K +$80.7K +383 +11%
NRI
3180
NFP Retirement Inc
California
$809K -$220K -1,044 -21%
RWM
3181
Reston Wealth Management
Virginia
$806K +$26.8K +127 +3%
RA
3182
Ruggaard & Associates
Ohio
$805K – – –
MAG
3183
M3 Advisory Group
Massachusetts
$804K +$14.7K +70 +2%
LCM
3184
LCM Capital Management
Illinois
$804K – – –
SAM
3185
Synergy Asset Management
Washington
$802K -$4.09M -19,423 -84%
BFWA
3186
Benchmark Financial Wealth Advisors
Florida
$797K +$168K +798 +27%
THL
3187
Tillman Hartley LLC
Colorado
$797K – – –
BWA
3188
BlueSky Wealth Advisors
North Carolina
$795K -$120K -568 -13%
MWM
3189
Maltin Wealth Management
New Jersey
$794K +$3.37K +16 +0.4%
GAA
3190
Global Assets Advisory
Florida
$794K +$808K +3,837 New
SNBOSD
3191
Security National Bank of So Dak
Iowa
$793K -$52.7K -250 -6%
HC
3192
Hourglass Capital
Texas
$788K – – –
TWM
3193
TCFG Wealth Management
California
$787K +$787K +3,734 New
ACM
3194
Advance Capital Management
Michigan
$787K +$54.1K +257 +7%
PGA
3195
Portland Global Advisors
Maine
$785K – – –
OWM
3196
OneAscent Wealth Management
Alabama
$785K +$72.9K +346 +10%
TIM
3197
Total Investment Management
Arizona
$784K -$23.4K -111 -3%
STA
3198
Smith Thornton Advisors
Alabama
$783K +$163K +775 +26%
OAM
3199
Oberweis Asset Management
Illinois
$782K -$20.6K -98 -3%
RW
3200
Rede Wealth
Virginia
$782K +$2.95K +14 +0.4%
126 127
128
129 130