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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
3501
Sequent Asset Management
Texas
$509K +$421 +2 +0.1%
CFS
3502
CGC Financial Services
Oregon
$508K – – –
WN
3503
Williams & Novak
California
$508K – – –
OAS
3504
Optivise Advisory Services
Tennessee
$508K +$38.1K +181 +8%
WHCI
3505
W.H. Cornerstone Investments
Massachusetts
$507K +$81.7K +388 +19%
KPP
3506
Kings Path Partners
Texas
$507K +$441K +2,093 +673%
DFG
3507
Dupree Financial Group
Kentucky
$507K +$48.4K +230 +11%
RA
3508
Riversedge Advisors
Delaware
$507K +$43.4K +206 +9%
WAM
3509
Walker Asset Management
Missouri
$506K -$12.2K -58 -2%
SFG
3510
SNS Financial Group
Minnesota
$506K -$78.8K -374 -13%
BWP
3511
Bernardo Wealth Planning
Pennsylvania
$505K -$32.4K -154 -6%
GPW
3512
Gentry Private Wealth
Kansas
$501K -$13.7K -65 -3%
ITFISA
3513
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$501K +$6.74K +32 +1%
PDM
3514
Penn Davis McFarland
Texas
$500K – – –
NC
3515
NovaPoint Capital
Georgia
$499K -$28.9K -137 -5%
XT
3516
XTX Topco
Cayman Islands
$498K -$524K -2,487 -51%
IWP
3517
Insight Wealth Partners
Texas
$498K +$82.4K +391 +20%
LFGO
3518
Legacy Financial Group (Oklahoma)
Oklahoma
$495K +$142K +673 +43%
GF
3519
Gimbal Financial
Indiana
$495K +$6.74K +32 +1%
SWM
3520
Selective Wealth Management
Virginia
$495K -$106K -502 -18%
AFS
3521
Axiom Financial Strategies
Indiana
$494K +$494K +2,345 New
PS
3522
Planned Solutions
California
$494K – – –
WBCM
3523
Wilson & Boucher Capital Management
California
$494K – – –
TS
3524
Tamar Securities
California
$494K -$6.53K -31 -1%
TC
3525
Tacita Capital
Ontario, Canada
$492K – – –
139 140
141
142 143