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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VEM
3226
Vann Equity Management
Texas
$1.62M -$4.04K -13 -0.3%
DI
3227
Decision Investments
California
$1.62M -$7.76K -25 -0.5%
PA
3228
PSI Advisors
Florida
$1.62M +$152K +491 +11%
TA
3229
Tectonic Advisors
Texas
$1.62M -$13K -42 -0.8%
BWM
3230
Braeburn Wealth Management
Michigan
$1.62M +$22K +71 +1%
CCA
3231
Clearwater Capital Advisors
Illinois
$1.62M +$193K +620 +14%
HSG
3232
Helen Stephens Group
Texas
$1.62M -$14.6K -47 -0.9%
CWM
3233
CCG Wealth Management
California
$1.61M -$19.9K -64 -1%
CWA
3234
CJM Wealth Advisers
Virginia
$1.61M -$33.5K -108 -2%
RA
3235
Riversedge Advisors
Delaware
$1.61M +$492K +1,584 +47%
KBFS
3236
Kohmann Bosshard Financial Services
Ohio
$1.61M -$20.8K -67 -1%
LJHT
3237
Laurie J. Hall Trustee
$1.61M -$47.5K -153 -3%
EC
3238
EdgeRock Capital
Colorado
$1.61M +$184K +592 +14%
ACM
3239
AUA Capital Management
Pennsylvania
$1.6M – – –
FPH
3240
Financial Planning Hawaii
Hawaii
$1.6M +$39.1K +126 +3%
V
3241
ViaWealth
Kansas
$1.6M -$15.2K -49 -1%
EIA
3242
Eldridge Investment Advisors
New Hampshire
$1.6M +$3.73K +12 +0.2%
HFA
3243
Highland Financial Advisors
New Jersey
$1.6M +$4.04K +13 +0.3%
MG
3244
McHugh Group
Ohio
$1.59M – – –
CG
3245
Clarus Group
Texas
$1.59M -$75.8K -244 -5%
GWM
3246
Goldenstone Wealth Management
California
$1.59M +$29.8K +96 +2%
HIG
3247
Heritage Investment Group
Florida
$1.59M – – –
BG
3248
BDF Gestion
France
$1.59M -$1.88M -6,057 -10%
LA
3249
Latitude Advisors
Florida
$1.59M -$107K -343 -7%
GOCP
3250
Great Oak Capital Partners
Massachusetts
$1.58M +$9.94K +32 +0.7%
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130
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