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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
5026
Sherman Asset Management
California
$184K – – –
CWM
5027
Copia Wealth Management
Oregon
$183K – – –
MAM
5028
Meeder Asset Management
Ohio
$181K -$6.19K -20 -3%
HCM
5029
Horrell Capital Management
Arkansas
$176K – – –
MI
5030
Motiv8 Investments
Florida
$168K +$161K +520 New
SWA
5031
Strategic Wealth Advisors
Arizona
$161K +$155K +502 New
AW
5032
Ankerstar Wealth
Texas
$161K +$154K +498 New
MFT
5033
Moisand Fitzgerald Tamayo
Florida
$160K – – –
DCM
5034
Davis Capital Management
Florida
$159K – – –
LAS
5035
Lloyd Advisory Services
Georgia
$157K -$225K -727 -60%
IIM
5036
IFC & Insurance Marketing
California
$156K +$150K +485 New
SVWA
5037
Sarver Vrooman Wealth Advisors
Missouri
$153K -$32.2K -104 -18%
VWWMG
5038
Vermillion & White Wealth Management Group
Pennsylvania
$153K +$13.3K +43 +9%
SFAM
5039
Sawyer Falduto Asset Management
Illinois
$153K +$147K +474 New
CW
5040
Curio Wealth
Maryland
$151K +$24.5K +79 +21%
ICM
5041
Islay Capital Management
Texas
$150K – – –
KI
5042
Keewaydin Investments
New York
$149K +$143K +462 New
VCMGDR
5043
Vinland Capital Management Gestora de Recursos
Brazil
$139K -$51.7K -167 -28%
MWA
5044
Miller Wealth Advisors
Colorado
$139K – – –
IWM
5045
Inlight Wealth Management
Georgia
$138K – – –
DPW
5046
DiNuzzo Private Wealth
Pennsylvania
$137K +$5.57K +18 +4%
RTL
5047
Red Tortoise LLC
Georgia
$133K – – –
AF
5048
Abound Financial
California
$127K +$122K +394 New
PP
5049
Paladin Partners
Wisconsin
$124K +$119K +385 New
RF
5050
Robinswood Financial
Washington
$122K – – –
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