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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
3351
Flagstone Financial Management
Nebraska
$928K – – –
THL
3352
Tillman Hartley LLC
Colorado
$927K – – –
BWA
3353
BlueSky Wealth Advisors
North Carolina
$924K – – –
T
3354
Transce3nd
Texas
$924K -$166K -651 -15%
HIW
3355
Holos Integrated Wealth
Pennsylvania
$923K – – –
HWM
3356
Howard Wealth Management
Connecticut
$923K -$13.3K -52 -1%
DEM
3357
Disciplined Equity Management
Florida
$923K -$178K -700 -16%
GCM
3358
Galibier Capital Management
Ontario, Canada
$922K -$382K -1,500 -29%
BDLIB
3359
Banque de Luxembourg Investments (BLI)
Luxembourg
$921K +$969K +3,800 New
MAG
3360
Mayfair Advisory Group
Alabama
$917K -$4.59K -18 -0.5%
MAG
3361
M3 Advisory Group
Massachusetts
$917K +$9.43K +37 +1%
CWA
3362
Consilio Wealth Advisors
Washington
$917K +$5.86K +23 +0.6%
KOC
3363
Koss-Olinger Consulting
Florida
$916K +$952K +3,734 New
HAS
3364
Holland Advisory Services
Florida
$912K +$510 +2 +0.1%
KA
3365
KDT Advisors
New York
$911K – – –
DWA
3366
Dougherty Wealth Advisers
Minnesota
$907K – – –
PSCM
3367
Per Stirling Capital Management
Texas
$907K +$3.82K +15 +0.4%
ACA
3368
American Capital Advisory
Idaho
$906K +$48.4K +190 +5%
VWM
3369
Vigilare Wealth Management
Arizona
$906K +$87.7K +344 +10%
WMA
3370
William Mack & Associates
Michigan
$905K +$255 +1 +0%
WAM
3371
WealthTrust Asset Management
Florida
$904K -$49.5K -194 -5%
RRA
3372
Round Rock Advisors
Connecticut
$903K -$188K -736 -17%
SPI
3373
Santori & Peters Inc
Pennsylvania
$901K +$2.29K +9 +0.2%
GW
3374
Griffith & Werner
Georgia
$900K -$12.7K -50 -1%
DPI
3375
Diversified Portfolios Inc
Michigan
$900K -$5.1K -20 -0.5%
133 134
135
136 137