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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
3376
BluePath Capital Management
Georgia
$899K -$722K -2,832 -44%
NC
3377
North Capital
Utah
$899K +$935K +3,666 New
SWP
3378
Semus Wealth Partners
Florida
$899K – – –
TCM
3379
TruNorth Capital Management
Michigan
$898K +$726K +2,847 +351%
1W
3380
1776 Wealth
Georgia
$896K +$510 +2 +0.1%
NI
3381
NCP Inc
California
$893K – – –
EMAM
3382
Encompass More Asset Management
California
$893K +$126K +493 +16%
AC
3383
ASB Consultores
Florida
$893K -$1.06M -4,171 -53%
SIM
3384
SSI Investment Management
California
$893K -$510 -2 -0.1%
FWI
3385
Facet Wealth Inc
Maryland
$892K +$116K +455 +15%
VBA
3386
von Borstel & Associates
Oregon
$891K -$8.41K -33 -0.9%
MC
3387
McCarthy & Cox
Ohio
$891K -$26K -102 -3%
VCP
3388
Vista Capital Partners
Oregon
$889K +$55.8K +219 +6%
JF
3389
Joule Financial
Kentucky
$889K +$6.37K +25 +0.7%
GFWA
3390
Grey Fox Wealth Advisors
Delaware
$888K +$25.2K +99 +3%
FWA
3391
Flagship Wealth Advisors
Massachusetts
$886K – – –
GC
3392
GFG Capital
Florida
$883K -$43.6K -171 -5%
MFG
3393
Mission Financial Group
Nevada
$882K +$765K +2,999 New
MCA
3394
Millennium Capital Advisors
Arkansas
$882K – – –
SI
3395
Stonekeep Investments
New Mexico
$881K +$4.33K +17 +0.5%
GCP
3396
GSA Capital Partners
United Kingdom
$879K -$1.04M -4,082 -53%
IWP
3397
Invenio Wealth Partners
Florida
$879K +$41.6K +163 +5%
MCM
3398
Magnolia Capital Management
New York
$877K – – –
TWM
3399
TCFG Wealth Management
California
$877K -$6.37K -25 -0.7%
CCP
3400
Carmel Capital Partners
California
$874K +$4.08K +16 +0.5%
134 135
136
137 138