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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
3476
Mullooly Asset Management
New Jersey
$805K +$837K +3,283 New
OWA
3477
Outlook Wealth Advisors
Texas
$805K -$27K -106 -3%
CFG
3478
Copley Financial Group
California
$804K +$34.7K +136 +4%
DBRC
3479
D.B. Root & Company
Pennsylvania
$804K +$14K +55 +2%
IWA
3480
IVC Wealth Advisors
Pennsylvania
$803K -$64.2K -252 -7%
CP
3481
Creekside Partners
California
$800K – – –
PWMA
3482
Pension & Wealth Management Advisors
Massachusetts
$797K -$25K -98 -3%
PG
3483
Prostatis Group
Maryland
$797K -$110K -433 -12%
HIA
3484
HTG Investment Advisors
Connecticut
$797K -$19.1K -75 -2%
HNWA
3485
Henrickson Nauta Wealth Advisors
Michigan
$796K +$17.6K +69 +2%
VFG
3486
Victory Financial Group
Texas
$795K +$124K +487 +18%
WFPG
3487
Waller Financial Planning Group
Ohio
$795K +$99.4K +390 +14%
CTWM
3488
Cherry Tree Wealth Management
Minnesota
$795K +$18.6K +73 +2%
AZ
3489
Alpha Zero
Florida
$795K +$461K +1,810 +126%
RSWA
3490
Robinson Smith Wealth Advisors
Maine
$792K +$91.8K +360 +13%
ACC
3491
Acorn Creek Capital
Colorado
$790K -$14.8K -58 -2%
RA
3492
Ruggaard & Associates
Ohio
$789K -$148K -581 -15%
OIS
3493
OneAscent Investment Solutions
Alabama
$789K +$820K +3,218 New
EFG
3494
Ehrlich Financial Group
California
$788K -$19.1K -75 -2%
PPC
3495
Pennington Partners & Co
Maryland
$787K -$347K -1,363 -30%
WFM
3496
Wolff Financial Management
Michigan
$787K – – –
EC
3497
EdgeRock Capital
Colorado
$786K -$25.7K -101 -3%
HI
3498
Harrington Investments
California
$784K -$1.78K -7 -0.2%
LFG
3499
Lockerman Financial Group
California
$783K -$13.3K -52 -2%
MWP
3500
Meridian Wealth Partners
Pennsylvania
$782K -$49.5K -194 -6%
138 139
140
141 142