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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MGI
5076
Miller Global Investments
Texas
$109K +$38.2K +123 +58%
NL
5077
NorthAvenue LLC
Ohio
$109K – – –
OAG
5078
Oakmont Advisory Group
New Mexico
$107K +$102K +327 New
MCA
5079
Midwest Capital Advisors
Michigan
$107K – – –
MSG
5080
Main Street Group
Virginia
$105K -$16.5K -53 -14%
MBFW
5081
Morton Brown Family Wealth
Pennsylvania
$105K +$7.76K +25 +8%
GXJ
5082
Global X Japan
Japan
$103K +$7.76K +25 +9%
RWS
5083
Retirement Wealth Solutions
Wisconsin
$102K – – –
GJIA
5084
Glass Jacobson Investment Advisors
Maryland
$100K -$217K -700 -70%
APW
5085
Acima Private Wealth
Virginia
$96.9K – – –
KFP
5086
Kroeger Financial Partners
California
$95.6K +$90.7K +292 New
KPP
5087
Kings Path Partners
Texas
$93.6K +$3.1K +10 +4%
SA
5088
Seneschal Advisors
Washington
$91.9K – – –
MIM
5089
Meridiem Investment Management
United Kingdom
$91.7K – – –
NICM
5090
Neo Ivy Capital Management
New York
$88.7K +$84.2K +271 New
MAS
5091
MPWM Advisory Solutions
Georgia
$85K – – –
PCM
5092
Penserra Capital Management
California
$83K -$621 -2 -0.8%
UIA
5093
Ulland Investment Advisors
Minnesota
$83K – – –
GCM
5094
Gunpowder Capital Management
Maryland
$80.2K – – –
PJC
5095
Phillip James Consulting
Minnesota
$78.6K – – –
DCM
5096
Disciplina Capital Management
Tennessee
$78K +$311 +1 +0.4%
BF
5097
Brooklyn FI
New York
$77.7K +$69.3K +223 New
MWA
5098
Medallion Wealth Advisors
Connecticut
$77.6K -$2.87M -9,254 -98%
HIA
5099
HFM Investment Advisors
New Jersey
$75.9K +$13K +42 +22%
ICCON
5100
Investment Counsel Company of Nevada
Nevada
$69.2K +$15.8K +51 +32%
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