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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
4651
Stelac Advisory Services
New York
$187K -$432K -1,454 -71%
HHMI
4652
Howard Hughes Medical Institute
Maryland
$186K -$4.16K -14 -2%
MAM
4653
Meeder Asset Management
Ohio
$184K -$338K -1,138 -66%
SVWA
4654
Sarver Vrooman Wealth Advisors
Missouri
$183K – – –
SFO
4655
Standard Family Office
South Dakota
$182K – – –
FNWA
4656
Financial Network Wealth Advisors
Utah
$181K -$5.06K -17 -3%
T
4657
TOBAM
France
$181K – – –
SAM
4658
Sherman Asset Management
California
$180K – – –
APW
4659
Acima Private Wealth
Virginia
$179K – – –
CWM
4660
Copia Wealth Management
Oregon
$179K +$67.5K +227 +67%
WFA
4661
West Financial Advisors
Iowa
$179K – – –
HHGA
4662
Halbert Hargrove Global Advisors
California
$174K +$76.7K +258 +88%
HCM
4663
Horrell Capital Management
Arkansas
$173K – – –
TWD
4664
True Wealth Design
Ohio
$166K +$32.7K +110 +27%
AAG
4665
Accordant Advisory Group
Maryland
$158K – – –
MFT
4666
Moisand Fitzgerald Tamayo
Florida
$156K – – –
DCM
4667
Davis Capital Management
Florida
$156K +$147K +494 New
VWWMG
4668
Vermillion & White Wealth Management Group
Pennsylvania
$147K +$69.3K +233 +100%
ICM
4669
Islay Capital Management
Texas
$147K -$657K -2,210 -83%
FGAM
4670
Financial Gravity Asset Management
Texas
$145K +$137K +459 New
MWA
4671
Miller Wealth Advisors
Colorado
$136K – – –
PPA
4672
Painted Porch Advisors
California
$136K – – –
MSG
4673
Main Street Group
Virginia
$135K – – –
IWM
4674
Inlight Wealth Management
Georgia
$135K – – –
RTL
4675
Red Tortoise LLC
Georgia
$130K – – –
185 186
187
188 189