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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
5001
Miller Wealth Advisors
Colorado
$126K – – –
ICM
5002
Islay Capital Management
Texas
$125K -$12.1K -40 -9%
DPW
5003
DiNuzzo Private Wealth
Pennsylvania
$124K -$303 -1 -0.2%
PL
5004
Protective Life
Alabama
$123K +$127K +418 New
MAM
5005
Meeder Asset Management
Ohio
$123K -$44.3K -146 -26%
KG
5006
Kilter Group
New York
$121K +$14K +46 +13%
RTL
5007
Red Tortoise LLC
Georgia
$121K -$303 -1 -0.2%
OCM
5008
Osbon Capital Management
Massachusetts
$120K +$91K +300 +275%
AF
5009
Abound Financial
California
$116K +$303 +1 +0.3%
BFS
5010
Bare Financial Services
Pennsylvania
$115K +$8.8K +29 +8%
SWA
5011
Strategic Wealth Advisors
Arizona
$114K -$34.3K -113 -23%
PP
5012
Paladin Partners
Wisconsin
$113K – – –
FCG
5013
Financial Connections Group
California
$113K +$10.3K +34 +10%
FGAM
5014
Financial Gravity Asset Management
Texas
$112K +$6.07K +20 +6%
VERPA
5015
Virginia Estate & Retirement Planning Advisors
Virginia
$112K +$116K +381 New
RF
5016
Robinswood Financial
Washington
$111K +$303 +1 +0.3%
PP
5017
Pingora Partners
Wyoming
$110K – – –
MSG
5018
Main Street Group
Virginia
$110K +$114K +375 New
RF
5019
Robbins Farley
New Hampshire
$101K – – –
KCM
5020
Key Capital Management
Tennessee
$99.1K +$16.7K +55 +20%
SR
5021
Swiss Re
Switzerland
$98.2K – – –
NL
5022
NorthAvenue LLC
Ohio
$98K -$75.9K -250 -43%
MCA
5023
Midwest Capital Advisors
Michigan
$95.7K +$59.2K +195 +150%
VEA
5024
Virtus ETF Advisers
New York
$95.3K -$10.9K -36 -10%
SFCL
5025
Strengthening Families & Communities LLC
Massachusetts
$93.4K +$607 +2 +0.6%
199 200
201
202 203