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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PDM
3676
Penn Davis McFarland
Texas
$618K +$48.2K +207 +9%
IIA
3677
ICW Investment Advisors
Arizona
$618K +$466 +2 +0.1%
NIWA
3678
New Insight Wealth Advisors
California
$617K -$6.06K -26 -1%
GGI
3679
Godsey & Gibb Inc
Virginia
$616K -$39.6K -170 -6%
PHWM
3680
Pine Harbor Wealth Management
Maryland
$614K +$1.63K +7 +0.3%
SFPG
3681
Stonebridge Financial Planning Group
Florida
$613K +$134K +577 +29%
SWM
3682
Silverlake Wealth Management
Vermont
$612K -$151K -647 -20%
FFG
3683
Fortress Financial Group
Minnesota
$612K +$594K +2,552 New
API
3684
Asset Planning Inc
California
$611K +$594K +2,550 New
BAS
3685
Breakthru Advisory Services
Wisconsin
$610K +$593K +2,545 New
PGWM
3686
Pitti Group Wealth Management
New York
$609K -$68.9K -296 -10%
DFG
3687
Dupree Financial Group
Kentucky
$609K +$31.7K +136 +6%
RFA
3688
Reyes Financial Architecture
California
$608K +$591K +2,538 New
IDBONY
3689
Israel Discount Bank of New York
New York
$608K -$16.8K -72 -3%
BAMG
3690
Brand Asset Management Group
Missouri
$607K +$8.85K +38 +2%
AFIA
3691
America First Investment Advisors
Nebraska
$606K – – –
AIS
3692
Accredited Investor Services
Minnesota
$605K +$587K +2,522 New
4A
3693
4Wealth Advisors
Illinois
$603K +$586K +2,514 New
TC
3694
Tacita Capital
Ontario, Canada
$601K +$40.8K +175 +8%
SSG
3695
Summit Securities Group
New York
$599K +$46.6K +200 +9%
UH
3696
Unigestion Holding
Switzerland
$599K +$582K +2,500 New
BWS
3697
Broadway Wealth Solutions
Texas
$598K +$581K +2,496 New
WCM
3698
Wallace Capital Management
Texas
$598K +$61K +262 +12%
HC
3699
Hamilton Capital
Ohio
$598K +$12.1K +52 +2%
HWP
3700
Heritage Wealth Partners
Ohio
$598K -$355K -1,524 -38%
146 147
148
149 150