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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
1GI
5051
180 GPS Investments
$172K +$163K +526 New
MAM
5052
Meeder Asset Management
Ohio
$165K +$27K +87 +21%
BH
5053
Burk Holdings
Oklahoma
$162K -$932 -3 -0.6%
BFS
5054
Bare Financial Services
Pennsylvania
$162K +$32.3K +104 +27%
SWA
5055
Strategic Wealth Advisors
Arizona
$161K +$35.1K +113 +29%
SVWA
5056
Sarver Vrooman Wealth Advisors
Missouri
$154K -$1.55K -5 -1%
CCA
5057
Catalyst Capital Advisors
New York
$153K -$2.17K -7 -1%
KI
5058
Keewaydin Investments
New York
$151K – – –
CMA
5059
Cedar Mountain Advisors
Oregon
$150K +$3.42K +11 +2%
FGC
5060
Financial Gravity Companies
Texas
$142K +$134K +433 New
MWA
5061
Miller Wealth Advisors
Colorado
$141K – – –
ICM
5062
Islay Capital Management
Texas
$139K +$311 +1 +0.2%
DPW
5063
DiNuzzo Private Wealth
Pennsylvania
$138K – – –
OCM
5064
Osbon Capital Management
Massachusetts
$134K – – –
KG
5065
Kilter Group
New York
$131K -$4.04K -13 -3%
AF
5066
Abound Financial
California
$129K – – –
PP
5067
Paladin Partners
Wisconsin
$126K – – –
VERPA
5068
Virginia Estate & Retirement Planning Advisors
Virginia
$125K – – –
RF
5069
Robinswood Financial
Washington
$124K +$311 +1 +0.3%
PP
5070
Pingora Partners
Wyoming
$123K – – –
CWP
5071
Clark Wealth Partners
Illinois
$120K +$24.8K +80 +28%
NAC
5072
NI Acquisitions Company
Pennsylvania
$119K +$48.4K +156 New
RF
5073
Robbins Farley
New Hampshire
$114K +$932 +3 +0.9%
VEA
5074
Virtus ETF Advisers
New York
$113K +$6.83K +22 +7%
SFCL
5075
Strengthening Families & Communities LLC
Massachusetts
$112K +$7.45K +24 +8%
201 202
203
204 205