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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
3726
TAGStone Capital
North Carolina
$986K +$32.5K +105 +4%
ANBOT
3727
American National Bank of Texas
Texas
$986K +$37.8K +122 +4%
JLBC
3728
J.L. Bainbridge & Co
Florida
$986K +$15.5K +50 +2%
SPW
3729
Sonoma Private Wealth
California
$984K – – –
DWM
3730
DecisionMap Wealth Management
Virginia
$984K +$8.36K +27 +0.9%
POIA
3731
Pin Oak Investment Advisors
Texas
$984K +$7.43K +24 +0.8%
OAM
3732
Oberweis Asset Management
Illinois
$983K -$21.4K -69 -2%
SAM
3733
Shikiar Asset Management
New York
$982K – – –
GFG
3734
Greenberg Financial Group
Arizona
$981K +$942K +3,043 New
TPW
3735
Tiller Private Wealth
Pennsylvania
$980K -$1.24K -4 -0.1%
GFWA
3736
Grey Fox Wealth Advisors
Delaware
$979K -$171K -551 -15%
WSWA
3737
Warren Street Wealth Advisors
California
$979K -$271K -875 -22%
OIS
3738
OneAscent Investment Solutions
Alabama
$979K – – –
BEW
3739
Burton Enright Welch
California
$977K +$50.8K +164 +6%
WIA
3740
Wealthedge Investment Advisors
New York
$973K -$2.48K -8 -0.3%
MWM
3741
Maimon Wealth Management
Israel
$972K +$934K +3,016 New
PIC
3742
Portland Investment Counsel
Ontario, Canada
$970K – – –
MWM
3743
Maripau Wealth Management
Indiana
$970K +$43.3K +140 +5%
FCM
3744
Fortis Capital Management
Washington
$969K +$69K +223 +8%
ACM
3745
Alessandra Capital Management
California
$968K +$930K +3,005 New
LWM
3746
LongView Wealth Management
Georgia
$968K -$25.1K -81 -3%
PA
3747
Planning Alternatives
Michigan
$967K +$41.5K +134 +5%
FM
3748
Freemont Management
Switzerland
$967K +$619K +2,000 +200%
HWA
3749
Hillcrest Wealth Advisors
New Jersey
$965K – – –
SWM
3750
Stronghold Wealth Management
Florida
$965K +$927K +2,994 New
148 149
150
151 152