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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
2651
Narus Financial Partners
Utah
$799K -$8.91K -65 -1%
BFG
2652
Berger Financial Group
Minnesota
$798K -$30.7K -224 -4%
PWAC
2653
Private Wealth Advisors (California)
California
$798K -$17.1K -125 -2%
LFA
2654
LGT Financial Advisors
Texas
$797K +$333K +2,427 +66%
ME
2655
McIlrath & Eck
Washington
$795K +$16.9K +123 +2%
SWM
2656
Shakespeare Wealth Management
Wisconsin
$794K – – –
LCWP
2657
Legacy Capital Wealth Partners
Arkansas
$794K +$835K +6,092 New
SAM
2658
Summit Asset Management
Tennessee
$793K +$68.5K +500 +9%
SFM
2659
Systematic Financial Management
New Jersey
$792K – – –
LJHT
2660
Laurie J. Hall Trustee
$790K -$95.9K -700 -10%
BAM
2661
BOS Asset Management
Illinois
$789K +$23.2K +169 +3%
BFA
2662
BMS Financial Advisors
South Dakota
$788K +$5.75K +42 +0.7%
BAM
2663
Beaumont Asset Management
Texas
$784K -$9.45K -69 -1%
KFA
2664
Krane Funds Advisors
New York
$784K -$34.7K -253 -4%
BCM
2665
Barden Capital Management
Texas
$784K +$824K +6,015 New
BWM
2666
Birchcreek Wealth Management
Ohio
$783K +$70.8K +517 +9%
PFA
2667
Pathway Financial Advisors
Vermont
$783K – – –
CA
2668
Centerpoint Advisors
Massachusetts
$783K +$16.9K +123 +2%
RPWA
2669
Regent Peak Wealth Advisors
Georgia
$779K -$89.9K -656 -10%
DEM
2670
Disciplined Equity Management
Florida
$778K -$5.48K -40 -0.7%
VCM
2671
Viewpoint Capital Management
Washington
$777K -$41.1K -300 -5%
PIA
2672
Pinion Investment Advisors
Kansas
$777K +$274 +2 +0%
GA
2673
Geller Advisors
New York
$777K +$211K +1,538 +35%
GFL
2674
Granite FO LLC
New Hampshire
$776K +$752K +5,491 +4,614%
SCM
2675
SKBA Capital Management
California
$773K – – –
105 106
107
108 109