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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
3251
Lifeworks Advisors
Michigan
$359K +$75.9K +506 +26%
CSIA
3252
Charles Schwab Investment Advisory
California
$358K -$6.15K -41 -2%
MAM
3253
Marotta Asset Management
Virginia
$357K +$5.7K +38 +2%
CCA
3254
Covey Capital Advisors
Georgia
$355K – – –
MAP
3255
Milestone Advisory Partners
North Carolina
$355K – – –
PWM
3256
PRW Wealth Management
Massachusetts
$355K – – –
IAP
3257
Indie Asset Partners
Indiana
$354K +$5.1K +34 +1%
SFG
3258
SNS Financial Group
Minnesota
$354K -$31K -207 -8%
CHP
3259
Cable Hill Partners
Oregon
$353K +$28.3K +189 +8%
GB
3260
Goepper Burkhardt
South Carolina
$353K +$23.7K +158 +7%
LIM
3261
Lathrop Investment Management
Arkansas
$353K – – –
JC
3262
Jacobs & Co
California
$351K -$48K -320 -12%
FWMM
3263
Foundation Wealth Management (Missouri)
Missouri
$351K -$10.3K -69 -3%
WW
3264
Westshore Wealth
California
$350K +$12.4K +83 +4%
KIA
3265
Kraematon Investment Advisors
Massachusetts
$349K +$2.1K +14 +0.6%
GAMC
3266
Garner Asset Management Corp
Texas
$349K -$8.69K -58 -2%
AWM
3267
Atticus Wealth Management
Florida
$349K +$1.2K +8 +0.3%
SC
3268
Shay Capital
New York
$348K -$1.3M -8,650 -78%
SAM
3269
SP Asset Management
California
$348K +$1.05K +7 +0.3%
TC
3270
Truvestments Capital
Florida
$347K +$15.9K +106 +5%
AR
3271
Apeiron RIA
Texas
$347K +$2.25K +15 +0.6%
SC
3272
Sepio Capital
Utah
$346K +$58.8K +392 +20%
CWM
3273
Campbell Wealth Management
Virginia
$346K +$24.1K +161 +7%
SFS
3274
Solitude Financial Services
Virginia
$345K -$56.2K -375 -14%
MGAM
3275
McGowan Group Asset Management
Texas
$344K -$110K -737 -24%
129 130
131
132 133