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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
5026
Osbon Capital Management
Massachusetts
$134K – – –
KG
5027
Kilter Group
New York
$131K -$4.04K -13 -3%
AF
5028
Abound Financial
California
$129K – – –
PP
5029
Paladin Partners
Wisconsin
$126K – – –
VERPA
5030
Virginia Estate & Retirement Planning Advisors
Virginia
$125K – – –
RF
5031
Robinswood Financial
Washington
$124K +$311 +1 +0.3%
PP
5032
Pingora Partners
Wyoming
$123K – – –
CWP
5033
Clark Wealth Partners
Illinois
$120K +$24.8K +80 +28%
NAC
5034
NI Acquisitions Company
Pennsylvania
$119K +$48.4K +156 New
RF
5035
Robbins Farley
New Hampshire
$114K +$932 +3 +0.9%
VEA
5036
Virtus ETF Advisers
New York
$113K +$6.83K +22 +7%
SFCL
5037
Strengthening Families & Communities LLC
Massachusetts
$112K +$7.45K +24 +8%
MGI
5038
Miller Global Investments
Texas
$109K +$38.2K +123 +58%
NL
5039
NorthAvenue LLC
Ohio
$109K – – –
OAG
5040
Oakmont Advisory Group
New Mexico
$107K +$102K +327 New
MCA
5041
Midwest Capital Advisors
Michigan
$107K – – –
MSG
5042
Main Street Group
Virginia
$105K -$16.5K -53 -14%
MBFW
5043
Morton Brown Family Wealth
Pennsylvania
$105K +$7.76K +25 +8%
GXJ
5044
Global X Japan
Japan
$103K +$7.76K +25 +9%
RWS
5045
Retirement Wealth Solutions
Wisconsin
$102K – – –
GJIA
5046
Glass Jacobson Investment Advisors
Maryland
$100K -$217K -700 -70%
APW
5047
Acima Private Wealth
Virginia
$96.9K – – –
KFP
5048
Kroeger Financial Partners
California
$95.6K +$90.7K +292 New
KPP
5049
Kings Path Partners
Texas
$93.6K +$3.1K +10 +4%
SA
5050
Seneschal Advisors
Washington
$91.9K – – –
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202
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