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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWG
3426
KFA Private Wealth Group
Virginia
$1.09M +$103K +346 +11%
IWA
3427
IVC Wealth Advisors
Pennsylvania
$1.09M +$34.2K +115 +3%
IIM
3428
Illumine Investment Management
Washington
$1.09M – – –
LRIC
3429
Long Road Investment Counsel
Michigan
$1.08M – – –
EWP
3430
Elevation Wealth Partners
California
$1.08M +$46.7K +157 +5%
FWP
3431
Firethorn Wealth Partners
Georgia
$1.08M +$24.4K +82 +2%
RWA
3432
Rooted Wealth Advisors
Illinois
$1.08M +$163K +548 +19%
BAM
3433
Bellevue Asset Management
Washington
$1.08M +$2.97K +10 +0.3%
CA
3434
Clune & Associates
Illinois
$1.08M +$75.8K +255 +8%
BWA
3435
BlueSky Wealth Advisors
North Carolina
$1.08M -$12.5K -42 -1%
OWM
3436
OneAscent Wealth Management
Alabama
$1.08M +$11.9K +40 +1%
QPW
3437
Quantum Private Wealth
Florida
$1.08M – – –
BFA
3438
Buttonwood Financial Advisors
Maryland
$1.08M -$11.6K -39 -1%
MWA
3439
Motive Wealth Advisors
Michigan
$1.07M -$30.9K -104 -3%
PA
3440
Persium Advisors
Georgia
$1.07M -$18.7K -63 -2%
LA
3441
Lifeworks Advisors
Michigan
$1.07M -$17K -57 -2%
CCM
3442
Charter Capital Management
Wisconsin
$1.07M +$9.52K +32 +0.9%
BI
3443
Beckerman Institutional
New Jersey
$1.07M +$297K +999 +42%
NWMG
3444
National Wealth Management Group
Ohio
$1.07M -$132K -445 -12%
JF
3445
Joule Financial
Kentucky
$1.07M -$56.5K -190 -5%
NWM
3446
Nova Wealth Management
Florida
$1.07M -$136K -458 -12%
NFTC
3447
North Forty Two & Co
Oregon
$1.07M -$7.43K -25 -0.7%
TCOO
3448
Trust Company of Oklahoma
Oklahoma
$1.07M +$74.4K +250 +8%
DSAM
3449
Dock Street Asset Management
Florida
$1.07M -$35.4K -119 -3%
TI
3450
Truxt Investmentos
Brazil
$1.07M +$1M +3,379 New
136 137
138
139 140