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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
3601
VSM Wealth Advisory
Maryland
$708K -$50.7K -199 -6%
MMHP
3602
Murphy Middleton Hinkle & Parker
Georgia
$707K – – –
PCM
3603
Perritt Capital Management
Illinois
$705K -$22.7K -89 -3%
BBA
3604
Braun-Bostich & Associates
Pennsylvania
$704K -$510 -2 -0.1%
HA
3605
HC Advisors
Georgia
$704K -$59.7K -234 -8%
CRIG
3606
Charter Research & Investment Group
Connecticut
$703K – – –
OFO
3607
OneAscent Family Office
Alabama
$703K -$38.8K -152 -5%
KPWG
3608
KFA Private Wealth Group
Virginia
$698K +$188K +737 +35%
DAM
3609
Diamant Asset Management
Connecticut
$697K -$512K -2,008 -41%
AFG
3610
Arkansas Financial Group
Arkansas
$697K -$35.4K -139 -4%
SL
3611
Summitry LLC
California
$696K +$10.2K +40 +1%
CAM
3612
Claret Asset Management
Quebec, Canada
$696K -$742K -2,911 Closed
KCIC
3613
Kuhn & Co Investment Counsel
Illinois
$696K +$378K +1,482 +109%
CCA
3614
Coign Capital Advisors
Utah
$692K -$12.7K -50 -2%
AFP
3615
Alpha Financial Partners
Kentucky
$691K -$12K -47 -2%
AWP
3616
Abacus Wealth Partners
California
$689K +$3.06K +12 +0.4%
GSWA
3617
Good Steward Wealth Advisors
Tennessee
$689K +$716K +2,810 New
IWM
3618
Integris Wealth Management
California
$689K -$24.5K -96 -3%
PCM
3619
Payne Capital Management
New York
$687K -$90.2K -354 -11%
PAG
3620
Paladin Advisory Group
Iowa
$687K – – –
MPAM
3621
Murphy Pohlad Asset Management
Minnesota
$687K +$91.8K +360 +15%
BFM
3622
Boothbay Fund Management
New York
$685K +$212K +833 +43%
NIWA
3623
New Insight Wealth Advisors
California
$684K +$54.8K +215 +8%
WWM
3624
Westwood Wealth Management
California
$684K – – –
BCM
3625
Brown Capital Management
Maryland
$683K -$366K -1,434 -34%
143 144
145
146 147