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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2576
Savoie Capital
Illinois
$2.65M – – –
LB
2577
Legacy Bridge
Iowa
$2.64M – – –
CSPIA
2578
Cary Street Partners Investment Advisory
Virginia
$2.64M +$134K +526 +6%
ISWM
2579
Independent Solutions Wealth Management
New York
$2.63M +$183K +719 +9%
NL
2580
Navalign LLC
California
$2.63M -$121K -475 -5%
KA
2581
Kercheville Advisors
Texas
$2.63M +$1.79M +7,015 +342%
MCM
2582
Mendel Capital Management
Arkansas
$2.63M -$35.7K -140 -2%
COCM
2583
Charter Oak Capital Management
New Hampshire
$2.63M +$79.1K +310 +4%
TA
2584
TKG Advisors
Indiana
$2.62M -$19.6K -77 -0.8%
IF
2585
IRON Financial
Illinois
$2.62M +$16.6K +65 +0.7%
AP
2586
Atwood & Palmer
Missouri
$2.62M +$24K +94 +1%
KWS
2587
Keystone Wealth Services
California
$2.62M +$373K +1,463 +19%
YWM
2588
Yukon Wealth Management
Kansas
$2.62M +$22.7K +89 +1%
B
2589
Birchbrook
Maine
$2.61M -$38.5K -151 -2%
BAM
2590
Bayview Asset Management
Florida
$2.61M -$14.5K -57 -0.6%
FM
2591
Freemont Management
Switzerland
$2.61M +$536K +2,100 +30%
VCM
2592
Virtue Capital Management
Tennessee
$2.61M -$514K -2,014 -18%
SFM
2593
Signet Financial Management
New Jersey
$2.6M +$40.6K +159 +2%
WSA
2594
Warm Springs Advisors
California
$2.6M -$40.3K -158 -2%
W
2595
Wealthquest
Ohio
$2.59M +$33.7K +132 +2%
FMN
2596
Financial Management Network
California
$2.59M +$292K +1,145 +15%
BSI
2597
Bennett Selby Investments
Maine
$2.59M – – –
CH
2598
Cromwell Holdings
Wyoming
$2.58M – – –
GDP
2599
Great Diamond Partners
Maine
$2.58M +$1.41M +5,512 +163%
KLWA
2600
Kelly Lawrence W & Associates
California
$2.58M -$31.9K -125 -1%
102 103
104
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