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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
JA
3876
JVL Associates
Michigan
$505K -$70.4K -276 -12%
RAS
3877
RPS Advisory Solutions
Kentucky
$505K -$7.39K -29 -1%
CM
3878
Columbus Macro
Pennsylvania
$504K -$24K -94 -4%
BWA
3879
Bestgate Wealth Advisors
Maryland
$503K – – –
KA
3880
Kercheville Advisors
Texas
$503K +$6.37K +25 +1%
DWP
3881
Destiny Wealth Partners
Florida
$502K -$3.82K -15 -0.7%
SSW
3882
Smith Shellnut Wilson
Mississippi
$502K +$9.18K +36 +2%
LGWM
3883
Litman Gregory Wealth Management
California
$502K – – –
IA
3884
Inspire Advisors
Idaho
$501K -$11K -43 -2%
TBWA
3885
Three Bridge Wealth Advisors
California
$500K – – –
RWMG
3886
Redwood Wealth Management Group
New Jersey
$500K +$14.8K +58 +3%
OAS
3887
Optivise Advisory Services
Tennessee
$500K -$6.88K -27 -1%
TWP
3888
Tower Wealth Partners
Pennsylvania
$499K -$11.7K -46 -2%
JCM
3889
J2 Capital Management
Michigan
$498K -$295K -1,158 -36%
BMCM
3890
Burns Matteson Capital Management
New York
$498K +$7.65K +30 +2%
BWCS
3891
Beirne Wealth Consulting Services
Connecticut
$497K – – –
CP
3892
Capital Planning
Washington
$497K -$84.4K -331 -14%
SCA
3893
Sage Capital Advisors
South Dakota
$497K +$21.9K +86 +4%
AWM
3894
Alterna Wealth Management
Texas
$496K -$29.8K -117 -5%
NRD
3895
Nebula Research & Development
New York
$496K +$515K +2,020 New
SSC
3896
Syverson Strege & Co
Iowa
$494K +$15K +59 +3%
EWA
3897
Encompass Wealth Advisors
Oregon
$494K +$510 +2 +0.1%
WWG
3898
West Wealth Group
California
$494K +$40.3K +158 +8%
CFS
3899
CGC Financial Services
Oregon
$493K -$102K -400 -17%
CL
3900
COWA LLC
Oklahoma
$493K -$115K -453 -18%
154 155
156
157 158