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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CW
3276
Cook Wealth
North Carolina
$632K -$361 -2 -0.1%
DCBT
3277
Dakota Community Bank & Trust
North Dakota
$632K -$34.1K -189 -6%
FCT
3278
First Community Trust
Iowa
$631K – – –
KA
3279
Keene & Associates
Texas
$630K -$8.66K -48 -2%
CWA
3280
Consilio Wealth Advisors
Washington
$630K +$34.8K +193 +7%
WWM
3281
Waterway Wealth Management
Texas
$630K +$26K +144 +5%
CTWM
3282
Cherry Tree Wealth Management
Minnesota
$629K +$3.61K +20 +0.6%
AWM
3283
Atticus Wealth Management
Florida
$629K +$126K +698 +29%
SL
3284
Summitry LLC
California
$628K +$67.1K +372 +13%
MSWMA
3285
Market Street Wealth Management Advisors
Indiana
$627K +$1.08K +6 +0.2%
ACA
3286
Ackerman Capital Advisors
Texas
$626K +$25.3K +140 +5%
Callan Family Office
3287
Callan Family Office
Pennsylvania
$625K -$195K -1,081 -26%
AWA
3288
Arbor Wealth Advisors
Michigan
$624K – – –
BWS
3289
Buck Wealth Strategies
Colorado
$623K -$7.92M -43,904 -93%
FFM
3290
Flagstone Financial Management
Nebraska
$622K -$31.2K -173 -5%
WF
3291
Whelan Financial
California
$621K +$74K +410 +15%
IF
3292
Integrity Financial
Wyoming
$620K +$85.7K +475 +18%
KWM
3293
Keating Wealth Management
Colorado
$620K – – –
FAG
3294
Financial Advisory Group
Texas
$619K -$30.3K -168 -5%
IWA
3295
Inspirion Wealth Advisors
Illinois
$619K +$18K +100 +3%
LFA
3296
LGT Financial Advisors
Texas
$619K -$61.5K -341 -10%
GAM
3297
Gemmer Asset Management
California
$618K +$180 +1 +0%
CIA
3298
Compass Ion Advisors
Pennsylvania
$618K -$115K -640 -17%
TFP
3299
Triune Financial Partners
Kansas
$618K -$4.33K -24 -0.8%
MWA
3300
Motive Wealth Advisors
Michigan
$617K +$222K +1,231 +67%