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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
3651
Magnolia Private Wealth
Pennsylvania
$971K +$110K +364 +12%
BFG
3652
Beto Financial Group
Idaho
$969K -$49.2K -162 -5%
TFA
3653
Tranquilli Financial Advisor
New Jersey
$969K -$122K -403 -11%
NCM
3654
Next Capital Management
New York
$969K +$67.4K +222 +7%
MWA
3655
Motive Wealth Advisors
Michigan
$967K -$11.5K -38 -1%
CWM
3656
Concentrum Wealth Management
California
$965K +$607K +1,999 +156%
VW
3657
Vance Wealth
California
$965K +$53.4K +176 +6%
EBSAM
3658
Eubel Brady & Suttman Asset Management
Ohio
$965K -$37.6K -124 -4%
DWM
3659
DecisionMap Wealth Management
Virginia
$965K +$68.3K +225 +7%
AW
3660
Apricus Wealth
South Carolina
$964K -$50.1K -165 -5%
WAM
3661
WealthTrust Asset Management
Florida
$964K +$57.7K +190 +6%
WCG
3662
Weaver Consulting Group
California
$963K -$9.71K -32 -1%
CA
3663
Capital Advantage
California
$963K +$25.2K +83 +3%
SLA
3664
Silver Lake Advisory
Utah
$961K +$4.25K +14 +0.4%
TC
3665
Tacita Capital
Ontario, Canada
$960K +$11.8K +39 +1%
PCM
3666
Praxis Capital Management
Illinois
$960K +$4.55K +15 +0.5%
CA
3667
Clune & Associates
Illinois
$960K – – –
CMAI
3668
Capital Management Associates Inc
Minnesota
$959K +$172K +567 +21%
WFP
3669
Worthington Financial Partners
Ohio
$958K +$303K +1,000 +44%
PWS
3670
Pursuit Wealth Strategies
North Carolina
$957K +$23.1K +76 +2%
PWM
3671
Partners Wealth Management
California
$955K -$303 -1 -0%
IIM
3672
Illumine Investment Management
Washington
$953K – – –
EWP
3673
Elevation Wealth Partners
California
$950K +$15.2K +50 +2%
MAMU
3674
Myriad Asset Management US
Florida
$949K -$107K -352 -10%
ADBIC
3675
A.D. Beadell Investment Counsel
Wisconsin
$947K – – –
145 146
147
148 149