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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
3526
Capital CS Group
California
$737K +$716K +3,075 New
NPPM
3527
North Point Portfolio Managers
Ohio
$736K – – –
FFWM
3528
Future Financial Wealth Management
Ohio
$735K – – –
CSWM
3529
Cassady Schiller Wealth Management
Ohio
$735K +$44.5K +191 +7%
MSWMA
3530
Market Street Wealth Management Advisors
Indiana
$734K +$24.2K +104 +4%
PIM
3531
Pullen Investment Management
Florida
$733K +$33.5K +144 +5%
UWP
3532
Uniting Wealth Partners
Kansas
$733K +$712K +3,057 New
CHA
3533
Cooper/Haims Advisors
New York
$732K +$233 +1 +0%
FFG
3534
Fiduciary Financial Group
California
$732K -$1.63K -7 -0.2%
FPF
3535
First Pacific Financial
Washington
$732K +$235K +1,011 +50%
ACM
3536
Absolute Capital Management
Pennsylvania
$732K -$466 -2 -0.1%
AFWM
3537
AMJ Financial Wealth Management
Virginia
$730K -$56.8K -244 -7%
IAG
3538
Investmark Advisory Group
Connecticut
$730K -$246K -1,055 -26%
TPW
3539
Tiller Private Wealth
Pennsylvania
$728K +$20.7K +89 +3%
IGGA
3540
Iron Gate Global Advisors
Utah
$724K -$19.3K -83 -3%
OFO
3541
OneAscent Family Office
Alabama
$724K +$703K +3,020 New
NJBEST
3542
New Jersey Better Educational Savings Trust
New Jersey
$723K – – –
TCM
3543
Thoma Capital Management
Maryland
$721K +$701K +3,010 New
MA
3544
MKT Advisors
California
$720K +$4.42K +19 +0.7%
DCBT
3545
Dakota Community Bank & Trust
North Dakota
$720K -$14.9K -64 -2%
SWM
3546
SilverOak Wealth Management
Minnesota
$720K +$3.49K +15 +0.5%
LA
3547
Lane & Associates
New Jersey
$719K -$66.1K -284 -10%
AS
3548
Altshuler Shaham
Israel
$719K – – –
KAM
3549
Karani Asset Management
New York
$719K +$699K +3,000 New
BCMLT
3550
Beacon Capital Management LLC (Tennessee)
Tennessee
$719K +$17.2K +74 +3%
140 141
142
143 144