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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EGWAG
3251
Elwood & Goetz Wealth Advisory Group
Georgia
$1.31M +$306K +1,028 +33%
RIS
3252
Retirement Income Solutions
Michigan
$1.3M +$9.52K +32 +0.8%
IAG
3253
Investment Advisory Group
Massachusetts
$1.3M +$3.57K +12 +0.3%
CMAI
3254
Capital Management Associates Inc
Minnesota
$1.3M +$297 +1 +0%
RA
3255
Riversedge Advisors
Delaware
$1.3M +$288K +970 +31%
KWM
3256
Kaydan Wealth Management
Michigan
$1.3M +$4.16K +14 +0.3%
BSTWA
3257
Blake Schutter Theil Wealth Advisors
Ohio
$1.3M -$94K -316 -7%
CSWG
3258
Cardinal Strategic Wealth Guidance
Kentucky
$1.3M – – –
NFP
3259
Narus Financial Partners
Utah
$1.3M +$13.1K +44 +1%
BOM
3260
Bank of Marin
California
$1.29M +$53.8K +181 +5%
CC
3261
Carlson Capital
Texas
$1.29M +$1.22M +4,100 New
DWS
3262
Discipline Wealth Solutions
South Carolina
$1.29M – – –
DIA
3263
Davidson Investment Advisors
Montana
$1.29M – – –
RHDIC
3264
R.H. Dinel Investment Counsel
California
$1.29M -$37.2K -125 -3%
BW
3265
Balance Wealth
Ohio
$1.29M +$54.1K +182 +5%
MWS
3266
MFA Wealth Services
California
$1.29M +$12.5K +42 +1%
GCM
3267
Gibraltar Capital Management
Oklahoma
$1.29M -$44.6K -150 -4%
CWA
3268
CM Wealth Advisors
Ohio
$1.29M – – –
PA
3269
Probity Advisors
Texas
$1.29M -$110K -371 -8%
EWM
3270
Elite Wealth Management
Washington
$1.29M +$982K +3,302 +427%
TFGT
3271
TS Financial Group (TSFG)
Illinois
$1.28M +$31.5K +106 +3%
TIM
3272
Tikehau Investment Management
France
$1.28M – – –
DBRC
3273
D.B. Root & Company
Pennsylvania
$1.28M -$62.8K -211 -5%
TWM
3274
Tripletail Wealth Management
Florida
$1.28M +$118K +396 +11%
GWAG
3275
Garrett Wealth Advisory Group
Texas
$1.28M +$892 +3 +0.1%
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