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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
3276
Builder Investment Group
Georgia
$344K -$7.5K -50 -2%
SWG
3277
Summit Wealth Group
Vermont
$343K – – –
BWA
3278
Beam Wealth Advisors
Louisiana
$342K +$8.99K +60 +3%
GFL
3279
Granite FO LLC
New Hampshire
$342K +$37.5K +250 +12%
WFO
3280
Wealthgate Family Office
Colorado
$342K – – –
PDM
3281
Penn Davis McFarland
Texas
$341K – – –
HFS
3282
Heritage Financial Services
Massachusetts
$341K +$92.2K +615 +35%
MAM
3283
Milestone Asset Management
Pennsylvania
$341K +$22.9K +153 +7%
TC
3284
TAGStone Capital
North Carolina
$340K +$17.5K +117 +5%
PS
3285
Planned Solutions
California
$340K -$4.5K -30 -1%
T
3286
TRUADVICE
Florida
$340K -$20.7K -138 -6%
WBCM
3287
Wilson & Boucher Capital Management
California
$339K – – –
FEM
3288
Fulcrum Equity Management
Texas
$339K +$351K +2,340 New
NWA
3289
Navis Wealth Advisors
New York
$337K +$300 +2 +0.1%
TFO
3290
Tarbox Family Office
California
$337K – – –
DWM
3291
Darwin Wealth Management
Florida
$337K -$750 -5 -0.2%
TC
3292
Tacita Capital
Ontario, Canada
$336K – – –
FWM
3293
Forefront Wealth Management
Pennsylvania
$334K +$300 +2 +0.1%
VW
3294
Vance Wealth
California
$334K – – –
VAS
3295
Vestmark Advisory Solutions
Massachusetts
$333K -$15M -99,733 -98%
WFA
3296
Websterrogers Financial Advisors
South Carolina
$333K +$2.1K +14 +0.6%
KFS
3297
Kurt F. Somerville
$333K +$39.6K +264 +13%
CMBA
3298
C.M. Bidwell & Associates
Hawaii
$332K -$4.8K -32 -1%
BBWP
3299
Beacon Bridge Wealth Partners
Pennsylvania
$332K – – –
SNBOSCI
3300
Security National Bank of Sioux City Iowa
Iowa
$330K – – –
130 131
132
133 134