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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IFA
3376
Independence Financial Advisors
New Hampshire
$1.38M +$1.07M +3,451 +417%
IAG
3377
Ipsen Advisor Group
Arkansas
$1.38M -$164K -530 -11%
BCG
3378
Bravias Capital Group
New Jersey
$1.37M +$133K +429 +11%
CCA
3379
Clearwater Capital Advisors
Illinois
$1.37M -$44.6K -144 -3%
GA
3380
GSG Advisors
New Jersey
$1.37M +$11.1K +36 +0.9%
PCM
3381
Poehling Capital Management
Wisconsin
$1.37M – – –
NVIM
3382
New Vernon Investment Management
Illinois
$1.37M – – –
SL
3383
Summitry LLC
California
$1.37M +$112K +362 +9%
SAM
3384
S.A. Mason
Michigan
$1.37M +$26.9K +87 +2%
LK
3385
Lumbard & Kellner
New Hampshire
$1.36M +$15.5K +50 +1%
WF
3386
Wayfinding Financial
Washington
$1.36M -$81.7K -264 -6%
CCA
3387
Cadent Capital Advisors
Oklahoma
$1.36M -$6.19K -20 -0.5%
WG
3388
Wealth Group
North Carolina
$1.36M +$1.3M +4,215 New
AMPWP
3389
Alvarez & Marsal Private Wealth Partners
Florida
$1.36M +$1.3M +4,210 New
TCM
3390
Towercrest Capital Management
Pennsylvania
$1.35M -$20.1K -65 -2%
BA
3391
Bluesphere Advisors
Pennsylvania
$1.35M +$4.03K +13 +0.3%
CLIP
3392
Colter Lewis Investment Partners
Connecticut
$1.35M +$1.3M +4,201 New
FA
3393
Fiducient Advisors
Illinois
$1.35M +$124K +402 +11%
AWS
3394
Alliance Wealth Strategies
Virginia
$1.35M +$1.3M +4,198 New
GF
3395
GGM Financials
Ohio
$1.35M +$4.03K +13 +0.3%
TFG
3396
Taylor Financial Group
Virginia
$1.35M – – –
NFP
3397
Narus Financial Partners
Utah
$1.35M +$25.1K +81 +2%
ACA
3398
Arsenal Capital Advisors
Pennsylvania
$1.35M +$1.29M +4,179 New
GAM
3399
Gemmer Asset Management
California
$1.35M -$93.2K -301 -7%
FDW
3400
Fourth Dimension Wealth
Ohio
$1.35M -$16.4K -53 -1%
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