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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
3051
Bridgefront Capital
Texas
$1.93M +$1.83M +5,885 New
IHL
3052
Investment House LLC
California
$1.93M -$1.95M -6,266 -52%
TF
3053
Trek Financial
Arizona
$1.92M +$174K +560 +11%
MPPHD
3054
Maloon Powers Pitre Higgins & Dennehy
California
$1.92M +$1.82M +5,870 New
OBWA
3055
Oak Barrel Wealth Advisory
Virginia
$1.92M +$1.82M +5,865 New
TVAMP
3056
Tennessee Valley Asset Management Partners
Tennessee
$1.91M +$32.6K +105 +2%
CCP
3057
Cassia Capital Partners
North Carolina
$1.91M -$6.52K -21 -0.4%
SI
3058
Stonekeep Investments
New Mexico
$1.91M +$583K +1,877 +47%
SWM
3059
Shakespeare Wealth Management
Wisconsin
$1.91M -$15.8K -51 -0.9%
BJF
3060
Blue Jean Financial
New York
$1.9M -$33.2K -107 -2%
HC
3061
Hurley Capital
New York
$1.9M +$35.4K +114 +2%
EWA
3062
Evolution Wealth Advisors
Florida
$1.9M -$174K -559 -9%
OW
3063
Olistico Wealth
Oklahoma
$1.9M -$81.4K -262 -4%
SWM
3064
Sendero Wealth Management
Texas
$1.9M -$7.45K -24 -0.4%
WH
3065
Willner & Heller
California
$1.89M +$10.9K +35 +0.6%
PIC
3066
Portland Investment Counsel
Ontario, Canada
$1.88M – – –
SWGC
3067
Summit Wealth Group (Colorado)
Colorado
$1.88M +$268K +864 +18%
PBK
3068
Peoples Bank (Kansas)
Kansas
$1.88M -$121K -390 -6%
GL
3069
Gerber LLC
Ohio
$1.88M +$1.55K +5 +0.1%
OGC
3070
Oak Grove Capital
New Hampshire
$1.87M -$398K -1,281 -18%
AWA
3071
A4 Wealth Advisors
North Carolina
$1.87M +$165K +531 +10%
EFA
3072
Evernest Financial Advisors
Indiana
$1.87M +$99.4K +320 +6%
BAG
3073
Bridgewealth Advisory Group
California
$1.87M -$3.42K -11 -0.2%
DCA
3074
DB&C Advisors
Michigan
$1.87M +$4.97K +16 +0.3%
NWA
3075
Navis Wealth Advisors
New York
$1.86M -$134K -433 -7%
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