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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
3751
Ring Mountain Capital
California
$962K +$2.79K +9 +0.3%
PIM
3752
Profit Investment Management
Maryland
$962K – – –
BCMLT
3753
Beacon Capital Management LLC (Tennessee)
Tennessee
$961K -$35.3K -114 -4%
AWM
3754
Allen Wealth Management
North Carolina
$960K +$32.2K +104 +4%
VPP
3755
Vertex Planning Partners
Illinois
$959K +$157K +506 +20%
WFA
3756
WMG Financial Advisors
Tennessee
$959K +$2.79K +9 +0.3%
FA
3757
FSA Advisors
Michigan
$956K -$204K -659 -18%
BDFN
3758
Bond & Devick Financial Network
Minnesota
$956K +$5.26K +17 +0.6%
CCP
3759
Carmel Capital Partners
California
$955K +$373K +1,206 +69%
SWG
3760
Summit Wealth Group
Vermont
$953K +$64.1K +207 +8%
PPC
3761
Pennington Partners & Co
Maryland
$953K -$39.9K -129 -4%
PCMC
3762
Paragon Capital Management (Colorado)
Colorado
$952K -$27.2K -88 -3%
LRWM
3763
Lord & Richards Wealth Management
Colorado
$951K -$843K -2,724 -48%
SG
3764
Strid Group
Pennsylvania
$951K +$19.2K +62 +2%
GAA
3765
Global Assets Advisory
Florida
$951K -$17.3K -56 -2%
PHWM
3766
Pine Harbor Wealth Management
Maryland
$950K +$26.3K +85 +3%
CA
3767
CapWealth Advisors
Tennessee
$948K +$6.81K +22 +0.8%
KCIC
3768
Kuhn & Co Investment Counsel
Illinois
$947K +$403K +1,303 +80%
MPW
3769
Magnolia Private Wealth
Pennsylvania
$946K -$57.6K -186 -6%
HA
3770
Hyposwiss Advisors
$945K +$908K +2,934 New
HIS
3771
Harvest Investment Services
Illinois
$944K -$180K -580 -17%
FFL
3772
Financial Freedom LLC
Ohio
$943K +$1.24K +4 +0.1%
CIM
3773
Capital Investment Management
Missouri
$943K +$906K +2,926 New
PAG
3774
Paladin Advisory Group
Iowa
$942K +$43.7K +141 +5%
HIW
3775
Holos Integrated Wealth
Pennsylvania
$942K +$28.8K +93 +3%
149 150
151
152 153