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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
4751
Reliant Investment Management
Tennessee
$290K – – –
KFG
4752
Kropog Financial Group
Louisiana
$290K -$28.3K -91 -9%
MKW
4753
Mullaney, Keating & Wright
Connecticut
$289K – – –
STFP
4754
Signal Tree Financial Partners
Ohio
$289K – – –
KCM
4755
Kennedy Capital Management
Missouri
$287K -$16.8K -54 -6%
PFA
4756
Providence Financial Advisors
Kansas
$286K -$1.55K -5 -0.6%
GCS
4757
Gordian Capital (Singapore)
Singapore
$286K – – –
FW
4758
Fairway Wealth
Ohio
$286K +$17.1K +55 +7%
GCM
4759
Generation Capital Management
New York
$285K – – –
MPIA
4760
Milestones Private Investment Advisors
New York
$284K – – –
EWA
4761
Exit Wealth Advisors
Georgia
$284K -$13K -42 -5%
VWM
4762
Vigil Wealth Management
Florida
$283K +$8.38K +27 +3%
LAM
4763
Lummis Asset Management
Texas
$283K – – –
1NWS
4764
1 North Wealth Services
Maryland
$283K +$19.9K +64 +8%
MCA
4765
Maryland Capital Advisors
Maryland
$282K +$268K +863 New
GC
4766
GFG Capital
Florida
$282K -$9.94K -32 -4%
SWM
4767
StoneCrest Wealth Management
Arizona
$282K – – –
KOC
4768
Koss-Olinger Consulting
Florida
$282K -$39.8K -128 -13%
GHI
4769
Gross & Hartman Investments
Pennsylvania
$281K – – –
FLP
4770
Financial Life Planners
Arizona
$281K +$1.24K +4 +0.5%
BFA
4771
Brown Financial Advisory
Alabama
$281K -$116K -372 -30%
CWD
4772
Clarity Wealth Development
Oregon
$281K +$266K +858 New
FS
4773
Ferguson Shapiro
Georgia
$281K -$23.6K -76 -8%
BCWM
4774
Ball & Co Wealth Management
Tennessee
$280K +$1.24K +4 +0.5%
BWA
4775
Boulder Wealth Advisors
Colorado
$279K +$10.6K +34 +4%
189 190
191
192 193