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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NWMG
3701
Nicholson Wealth Management Group
South Carolina
$731K +$11.7K +46 +2%
PSA
3702
Plum Street Advisors
Louisiana
$731K +$22.7K +89 +4%
SAM
3703
Strive Asset Management
Ohio
$731K -$263K -1,032 -29%
RIP
3704
Reliant Investment Partners
North Carolina
$731K -$19.6K -77 -3%
BEW
3705
Burton Enright Welch
California
$729K +$131K +515 +26%
CWA
3706
Centerline Wealth Advisors
Kentucky
$729K -$10.5K -41 -2%
AI
3707
AXS Investments
New York
$727K -$136K -532 -18%
CTC
3708
Corundum Trust Company
South Dakota
$726K -$255 -1 -0%
CWM
3709
Cahaba Wealth Management
Georgia
$725K -$29.3K -115 -4%
CFS
3710
Coordinated Financial Services
Colorado
$723K +$11.2K +44 +2%
AL
3711
Arnhold LLC
New York
$722K – – –
RBC
3712
Roble Belko & Company
Pennsylvania
$722K +$40.3K +158 +7%
HFS
3713
Heritage Financial Services
Massachusetts
$722K -$23.5K -92 -4%
RIM
3714
Rockbridge Investment Management
New York
$721K -$5.61K -22 -0.9%
WWG
3715
West Wealth Group
California
$719K +$112K +440 +22%
WAM
3716
Walker Asset Management
Missouri
$718K +$3.57K +14 +0.6%
TA
3717
Tactive Advisors
Florida
$718K +$632K +2,477 New
WA
3718
Wealthstar Advisors
Texas
$718K -$39K -153 -6%
LWM
3719
Lionshead Wealth Management
New York
$716K +$7.91K +31 +1%
CCG
3720
Catalina Capital Group
California
$716K -$236K -926 -27%
CGH
3721
CMG Global Holdings
Texas
$716K -$18.1K -71 -3%
IGGA
3722
Iron Gate Global Advisors
Utah
$715K -$146K -572 -19%
SIMC
3723
Squire Investment Management Company
Utah
$715K +$2.55K +10 +0.4%
CCA
3724
Covey Capital Advisors
Georgia
$710K – – –
BCM
3725
Boreal Capital Management
Florida
$708K +$623K +2,441 New
147 148
149
150 151