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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LRIC
3426
Long Road Investment Counsel
Michigan
$1.08M – – –
EWP
3427
Elevation Wealth Partners
California
$1.08M +$46.7K +157 +5%
FWP
3428
Firethorn Wealth Partners
Georgia
$1.08M +$24.4K +82 +2%
RWA
3429
Rooted Wealth Advisors
Illinois
$1.08M +$163K +548 +19%
BAM
3430
Bellevue Asset Management
Washington
$1.08M +$2.97K +10 +0.3%
CA
3431
Clune & Associates
Illinois
$1.08M +$75.8K +255 +8%
BWA
3432
BlueSky Wealth Advisors
North Carolina
$1.08M -$12.5K -42 -1%
OWM
3433
OneAscent Wealth Management
Alabama
$1.08M +$11.9K +40 +1%
QPW
3434
Quantum Private Wealth
Florida
$1.08M – – –
BFA
3435
Buttonwood Financial Advisors
Maryland
$1.08M -$11.6K -39 -1%
MWA
3436
Motive Wealth Advisors
Michigan
$1.07M -$30.9K -104 -3%
PA
3437
Persium Advisors
Georgia
$1.07M -$18.7K -63 -2%
LA
3438
Lifeworks Advisors
Michigan
$1.07M -$17K -57 -2%
CCM
3439
Charter Capital Management
Wisconsin
$1.07M +$9.52K +32 +0.9%
BI
3440
Beckerman Institutional
New Jersey
$1.07M +$297K +999 +42%
NWMG
3441
National Wealth Management Group
Ohio
$1.07M -$132K -445 -12%
JF
3442
Joule Financial
Kentucky
$1.07M -$56.5K -190 -5%
NWM
3443
Nova Wealth Management
Florida
$1.07M -$136K -458 -12%
NFTC
3444
North Forty Two & Co
Oregon
$1.07M -$7.43K -25 -0.7%
TCOO
3445
Trust Company of Oklahoma
Oklahoma
$1.07M +$74.4K +250 +8%
DSAM
3446
Dock Street Asset Management
Florida
$1.07M -$35.4K -119 -3%
TI
3447
Truxt Investmentos
Brazil
$1.07M +$1M +3,379 New
ACA
3448
Ackerman Capital Advisors
Texas
$1.07M – – –
TFG
3449
Tilson Financial Group
New Jersey
$1.06M +$649K +2,181 +183%
SP
3450
SIH Partners
Delaware
$1.06M +$1M +3,374 New
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138
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