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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
3051
Legacy Financial Strategies
Kansas
$1.57M +$499K +1,957 +57%
PRP
3052
Peak Retirement Planning
Ohio
$1.57M +$384K +1,506 +39%
FPW
3053
Fairvoy Private Wealth
Alabama
$1.56M +$173K +676 +14%
TA
3054
Tectonic Advisors
Texas
$1.56M +$22.5K +88 +2%
LAI
3055
Legal Advantage Investments
California
$1.56M -$57.4K -225 -4%
PGF
3056
Plan Group Financial
Oklahoma
$1.56M +$120K +470 +10%
WB
3057
West Bancorporation
Iowa
$1.56M -$6.38K -25 -0.5%
SFB
3058
STAR Financial Bank
Indiana
$1.56M -$56.1K -220 -4%
PAS
3059
PKS Advisory Services
New York
$1.56M +$38K +149 +3%
PWM
3060
Proathlete Wealth Management
Florida
$1.55M +$12.2K +48 +0.9%
GSIAS
3061
Garden State Investment Advisory Services
New Jersey
$1.55M +$180K +706 +15%
GSAM
3062
Grant Street Asset Management
Pennsylvania
$1.55M – – –
MWM
3063
MinichMacGregor Wealth Management
New York
$1.55M -$277K -1,086 -17%
HFA
3064
Hutchinson Financial Advisors
Virginia
$1.55M +$1.37M +5,351 New
GL
3065
Gerber LLC
Ohio
$1.55M +$14K +55 +1%
OFS
3066
Oldfather Financial Services
Nebraska
$1.55M +$2.04K +8 +0.1%
FWA
3067
FORM Wealth Advisors
Wisconsin
$1.55M +$58.2K +228 +4%
CAM
3068
Costello Asset Management
Pennsylvania
$1.55M -$291K -1,141 -18%
BW
3069
BIP Wealth
Georgia
$1.54M +$167K +655 +14%
LRWM
3070
Lord & Richards Wealth Management
Colorado
$1.54M +$88.3K +346 +7%
SAM
3071
Secure Asset Management
Michigan
$1.54M +$330K +1,294 +32%
JCM
3072
Jacobsen Capital Management
Utah
$1.54M +$93.1K +365 +7%
KIG
3073
Kennedy Investment Group
New Jersey
$1.54M +$7.4K +29 +0.5%
CAM
3074
Councilmark Asset Management
Tennessee
$1.53M – – –
AAM
3075
AMI Asset Management
California
$1.53M -$743K -2,913 -36%
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