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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
3526
LongView Wealth Management
Georgia
$893K -$69.9K -274 -8%
WAM
3527
WealthTrust Asset Management
Florida
$892K -$155K -608 -17%
MPW
3528
Magnolia Private Wealth
Pennsylvania
$891K -$6.89K -27 -0.9%
OIS
3529
OneAscent Investment Solutions
Alabama
$891K -$37.3K -146 -5%
HFM
3530
Harvest Fund Management
China
$891K – – –
NPPM
3531
North Point Portfolio Managers
Ohio
$890K – – –
RMC
3532
Ring Mountain Capital
California
$889K +$11.5K +45 +1%
DO
3533
denkapparat Operations
Germany
$889K – – –
ACM
3534
Absolute Capital Management
Pennsylvania
$889K +$2.3K +9 +0.3%
IAG
3535
Investmark Advisory Group
Connecticut
$887K +$2.04K +8 +0.3%
BWM
3536
BCS Wealth Management
Tennessee
$886K +$200K +783 +34%
AWA
3537
Aletheian Wealth Advisors
Washington
$885K -$33.4K -131 -4%
PPC
3538
Pennington Partners & Co
Maryland
$884K -$41.1K -161 -5%
AA
3539
Alpha Advisors
Virginia
$883K +$29.1K +114 +4%
TPW
3540
Tiller Private Wealth
Pennsylvania
$881K – – –
HFS
3541
Hughes Financial Services
Virginia
$879K +$3.57K +14 +0.5%
SL
3542
Summitry LLC
California
$878K +$48.5K +190 +7%
PCMC
3543
Paragon Capital Management (Colorado)
Colorado
$878K -$15.3K -60 -2%
AFA
3544
Allium Financial Advisors
Oregon
$878K -$7.66K -30 -1%
AWM
3545
Allen Wealth Management
North Carolina
$874K -$25.5K -100 -3%
IP
3546
Isthmus Partners
Wisconsin
$873K +$152K +596 +25%
EFG
3547
Elios Financial Group
Ohio
$873K +$766 +3 +0.1%
GAA
3548
Global Assets Advisory
Florida
$872K +$207K +810 +37%
DWM
3549
DecisionMap Wealth Management
Virginia
$872K +$12.8K +50 +2%
PIC
3550
Portland Investment Counsel
Ontario, Canada
$870K -$830K -3,251 -52%
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