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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LB
2551
Legacy Bridge
Iowa
$2.88M +$8.33K +28 +0.3%
AA
2552
Altman Advisors
Illinois
$2.88M -$7.14K -24 -0.3%
MWA
2553
Medallion Wealth Advisors
Connecticut
$2.88M -$117K -395 -4%
NL
2554
Navalign LLC
California
$2.88M +$12.5K +42 +0.5%
TA
2555
TKG Advisors
Indiana
$2.87M +$14.6K +49 +0.5%
CPC
2556
CFC Planning Company
Indiana
$2.87M +$2.16M +7,275 +401%
LEA
2557
Legacy Edge Advisors
New York
$2.86M +$159K +535 +6%
ICM
2558
IMS Capital Management
Oregon
$2.86M -$184K -619 -6%
YWM
2559
Yukon Wealth Management
Kansas
$2.85M +$7.73K +26 +0.3%
WCM
2560
Washington Capital Management
Washington
$2.85M -$69.9K -235 -3%
FHC
2561
First Heartland Consultants
Missouri
$2.84M -$86.8K -292 -3%
LAIC
2562
Lederer & Associates Investment Counsel
California
$2.84M -$81.8K -275 -3%
PWM
2563
Prentice Wealth Management
New York
$2.84M -$94.6K -318 -3%
EA
2564
Ellsworth Advisors
Ohio
$2.84M +$314K +1,057 +13%
WSA
2565
Warm Springs Advisors
California
$2.83M – – –
CF
2566
Claris Financial
Virginia
$2.83M +$506K +1,702 +23%
TWP
2567
Total Wealth Planning
Ohio
$2.83M +$18.1K +61 +0.7%
LA
2568
LexAurum Advisors
Kansas
$2.82M +$149K +501 +6%
GPWM
2569
Grant Private Wealth Management
California
$2.82M +$1.59M +5,333 +147%
KFA
2570
Kapstone Financial Advisors
Ohio
$2.82M -$112K -376 -4%
SFM
2571
Signet Financial Management
New Jersey
$2.82M -$15.2K -51 -0.6%
KFSC
2572
Keystone Financial Services (Colorado)
Colorado
$2.81M +$78.8K +265 +3%
CH
2573
Cromwell Holdings
Wyoming
$2.81M – – –
SSWM
2574
Strait & Sound Wealth Management
California
$2.81M +$5.06K +17 +0.2%
PIA
2575
Perennial Investment Advisors
California
$2.8M -$348K -1,170 -12%
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