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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2876
Arcataur Capital Management
Wisconsin
$919K -$5.3K -35 -0.6%
MIC
2877
Meridian Investment Counsel
California
$915K -$246K -1,621 -23%
VWM
2878
Vivid Wealth Management
Iowa
$914K +$815K +5,376 New
CF
2879
Copperwynd Financial
Arizona
$913K +$15.2K +100 +2%
AWM
2880
Aviso Wealth Management
Washington
$909K +$810K +5,344 New
GWP
2881
Gateway Wealth Partners
Wisconsin
$907K -$548K -3,615 -40%
SFG
2882
Sunburst Financial Group
Alabama
$907K +$131K +864 +19%
OPWM
2883
Oakwell Private Wealth Management
Texas
$907K +$127K +837 +19%
RGC
2884
Roberts, Glore & Co
Illinois
$907K -$4.55K -30 -0.6%
SWP
2885
Summit Wealth Partners
Florida
$905K -$288K -1,901 -26%
NC
2886
Napatree Capital
Rhode Island
$905K +$806K +5,318 New
FG
2887
Foster Group
Iowa
$904K – – –
KIA
2888
KLR Investment Advisors
Rhode Island
$902K -$15.6K -103 -2%
DA
2889
Drake & Associates
Wisconsin
$900K -$31.4K -207 -4%
NFA
2890
Northwest Financial Advisors
Virginia
$899K +$801K +5,286 New
NFP
2891
Narus Financial Partners
Utah
$898K +$18.9K +125 +2%
TFA
2892
Tranquilli Financial Advisor
New Jersey
$898K -$41.1K -271 -5%
SFG
2893
Seamount Financial Group
Colorado
$897K +$799K +5,271 New
E3F
2894
Eight 31 Financial
Texas
$896K +$799K +5,270 New
CCB
2895
Cutter & Co Brokerage
Missouri
$896K -$28.3K -187 -3%
TCM
2896
Tributary Capital Management
Nebraska
$895K +$34.1K +225 +4%
WH
2897
Willner & Heller
California
$895K +$797K +5,259 New
HS
2898
Horan Securities
United States
$891K +$1.67K +11 +0.2%
PCS
2899
Private Client Services
Kentucky
$891K +$794K +5,237 New
LI
2900
LVZ Inc
Michigan
$889K – – –
114 115
116
117 118