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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
3426
Sierra Capital
Florida
$1.01M – – –
PA
3427
Persium Advisors
Georgia
$1M +$30.4K +119 +4%
AWM
3428
Abound Wealth Management
Tennessee
$1M +$41.3K +162 +5%
LA
3429
Lifeworks Advisors
Michigan
$1M -$194K -759 -18%
BWA
3430
BlueSky Wealth Advisors
North Carolina
$1M -$79.1K -310 -8%
MC
3431
McCarthy & Cox
Ohio
$1M -$46.2K -181 -5%
TWM
3432
Tanager Wealth Management
United Kingdom
$1M -$91.6K -359 -9%
CNBOF
3433
City National Bank of Florida
Florida
$1M +$75K +294 +9%
OAM
3434
Oberweis Asset Management
Illinois
$1M -$17.4K -68 -2%
BFA
3435
Buttonwood Financial Advisors
Maryland
$999K -$238K -931 -21%
IIM
3436
Illumine Investment Management
Washington
$998K – – –
GCL
3437
Gouws Capital LLC
North Carolina
$995K – – –
LRIC
3438
Long Road Investment Counsel
Michigan
$995K – – –
CFO
3439
Collective Family Office
Pennsylvania
$995K -$127K -498 -13%
BAM
3440
Bellevue Asset Management
Washington
$991K +$2.81K +11 +0.3%
NFTC
3441
North Forty Two & Co
Oregon
$990K -$21.2K -83 -2%
EC
3442
EdgeRock Capital
Colorado
$990K +$52.6K +206 +6%
QPW
3443
Quantum Private Wealth
Florida
$989K – – –
ADBIC
3444
A.D. Beadell Investment Counsel
Wisconsin
$984K +$23.5K +92 +3%
VW
3445
Vance Wealth
California
$983K +$9.95K +39 +1%
CIA
3446
Cape Investment Advisory
Georgia
$980K -$131K -512 -13%
ACA
3447
Ackerman Capital Advisors
Texas
$979K +$18.1K +71 +2%
OWM
3448
OneAscent Wealth Management
Alabama
$978K +$51.5K +202 +6%
LFA
3449
Laraway Financial Advisors
Minnesota
$978K – – –
CCM
3450
Charter Capital Management
Wisconsin
$977K +$860K +3,369 New
136 137
138
139 140