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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VEA
3526
Virtus ETF Advisers
New York
$897K +$218K +856 +38%
AF
3527
Atala Financial
California
$895K – – –
TC
3528
Tacita Capital
Ontario, Canada
$895K +$148K +580 +23%
LWM
3529
LongView Wealth Management
Georgia
$893K -$69.9K -274 -8%
WAM
3530
WealthTrust Asset Management
Florida
$892K -$155K -608 -17%
MPW
3531
Magnolia Private Wealth
Pennsylvania
$891K -$6.89K -27 -0.9%
OIS
3532
OneAscent Investment Solutions
Alabama
$891K -$37.3K -146 -5%
HFM
3533
Harvest Fund Management
China
$891K – – –
NPPM
3534
North Point Portfolio Managers
Ohio
$890K – – –
RMC
3535
Ring Mountain Capital
California
$889K +$11.5K +45 +1%
DO
3536
denkapparat Operations
Germany
$889K – – –
ACM
3537
Absolute Capital Management
Pennsylvania
$889K +$2.3K +9 +0.3%
IAG
3538
Investmark Advisory Group
Connecticut
$887K +$2.04K +8 +0.3%
BWM
3539
BCS Wealth Management
Tennessee
$886K +$200K +783 +34%
AWA
3540
Aletheian Wealth Advisors
Washington
$885K -$33.4K -131 -4%
PPC
3541
Pennington Partners & Co
Maryland
$884K -$41.1K -161 -5%
AA
3542
Alpha Advisors
Virginia
$883K +$29.1K +114 +4%
TPW
3543
Tiller Private Wealth
Pennsylvania
$881K – – –
HFS
3544
Hughes Financial Services
Virginia
$879K +$3.57K +14 +0.5%
SL
3545
Summitry LLC
California
$878K +$48.5K +190 +7%
PCMC
3546
Paragon Capital Management (Colorado)
Colorado
$878K -$15.3K -60 -2%
AFA
3547
Allium Financial Advisors
Oregon
$878K -$7.66K -30 -1%
AWM
3548
Allen Wealth Management
North Carolina
$874K -$25.5K -100 -3%
IP
3549
Isthmus Partners
Wisconsin
$873K +$152K +596 +25%
EFG
3550
Elios Financial Group
Ohio
$873K +$766 +3 +0.1%
140 141
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