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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
3651
Morse Asset Management
Connecticut
$848K +$9.22K +31 +1%
WFPG
3652
Waller Financial Planning Group
Ohio
$846K -$87.1K -293 -10%
OFO
3653
OneAscent Family Office
Alabama
$846K -$28.3K -95 -3%
IWP
3654
Insight Wealth Partners
Texas
$845K +$96.4K +324 +14%
DA
3655
Detalus Advisors
Missouri
$844K +$1.19K +4 +0.1%
DFG
3656
Dupree Financial Group
Kentucky
$844K +$40.7K +137 +5%
IIA
3657
ICW Investment Advisors
Arizona
$844K +$28.8K +97 +4%
RIP
3658
RAM Investment Partners
Washington
$844K +$35.7K +120 +5%
RIS
3659
Richmond Investment Services
Wisconsin
$843K +$94.9K +319 +14%
HIW
3660
Holos Integrated Wealth
Pennsylvania
$843K -$37.8K -127 -4%
KBG
3661
Kahn Brothers Group
New York
$842K -$31.8K -107 -4%
AIA
3662
Accelerate Investment Advisors
California
$841K -$8.92K -30 -1%
HA
3663
HC Advisors
Georgia
$841K +$1.78K +6 +0.2%
VWA
3664
VSM Wealth Advisory
Maryland
$840K -$88.9K -299 -10%
FFG
3665
Fortress Financial Group
Minnesota
$839K +$3.57K +12 +0.5%
CWM
3666
Cherrydale Wealth Management
New Jersey
$837K – – –
NICM
3667
Neo Ivy Capital Management
New York
$835K +$295K +991 +60%
GB
3668
Goepper Burkhardt
South Carolina
$835K -$1.19K -4 -0.2%
CW
3669
Code Waechter
Florida
$834K -$13.1K -44 -2%
LBC
3670
Leigh Baldwin & Co
New York
$834K -$32.1K -108 -4%
MWM
3671
Melfa Wealth Management
Massachusetts
$833K -$7.43K -25 -0.9%
BAS
3672
Breakthru Advisory Services
Wisconsin
$832K +$785K +2,638 New
NIWA
3673
New Insight Wealth Advisors
California
$832K -$45.5K -153 -5%
Wedge Capital Management
3674
Wedge Capital Management
North Carolina
$831K – – –
SFC
3675
Swisher Financial Concepts
Ohio
$831K – – –