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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
3276
Blalock Williams
Alabama
$1.02M +$987K +4,236 New
BCM
3277
Brown Capital Management
Maryland
$1.01M -$55.2K -237 -5%
ONST
3278
Old North State Trust
North Carolina
$1.01M +$47K +202 +5%
RHDIC
3279
R.H. Dinel Investment Counsel
California
$1.01M – – –
TIM
3280
Tevis Investment Management
Texas
$1.01M -$101K -433 -9%
FNC
3281
First National Corp
Massachusetts
$1.01M +$3.26K +14 +0.3%
CFO
3282
Collective Family Office
Pennsylvania
$1.01M -$10K -43 -1%
RIS
3283
Retirement Income Solutions
Michigan
$1.01M -$48.7K -209 -5%
PPWM
3284
Paragon Private Wealth Management
Kentucky
$1M +$202K +868 +26%
CWP
3285
Curated Wealth Partners
California
$1M -$22.6K -97 -2%
GF
3286
GGM Financials
Ohio
$1M +$4.42K +19 +0.5%
SAM
3287
S.A. Mason
Michigan
$998K -$1.17K -5 -0.1%
BFF
3288
Byrne Financial Freedom
Massachusetts
$997K +$969K +4,161 New
HFS
3289
Hopwood Financial Services
Virginia
$997K +$969K +4,161 New
LC
3290
Landaas & Company
Wisconsin
$997K +$932 +4 +0.1%
SC
3291
Summa Corp
Texas
$991K – – –
NIA
3292
NBZ Investment Advisors
Tennessee
$990K +$961K +4,128 New
MWS
3293
MFA Wealth Services
California
$988K +$960K +4,123 New
TFCP
3294
Twin Focus Capital Partners
Massachusetts
$988K -$76.9K -330 -7%
ACM
3295
Ardent Capital Management
Ohio
$988K -$419K -1,800 -30%
WA1
3296
Wimmer Associates 1
California
$986K +$9.32K +40 +1%
HA
3297
Helium Advisors
Washington
$984K +$956K +4,106 New
FC
3298
FCA Corp
Texas
$984K +$1.17K +5 +0.1%
ACA
3299
Affinity Capital Advisors
California
$984K +$30K +129 +3%
CWG
3300
Crown Wealth Group
North Carolina
$982K -$8.15K -35 -0.8%
130 131
132
133 134