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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
3776
Insight Wealth Partners
Texas
$851K +$24.3K +80 +3%
PWMA
3777
Pension & Wealth Management Advisors
Massachusetts
$851K -$3.34K -11 -0.4%
SG
3778
Strid Group
Pennsylvania
$850K -$18.8K -62 -2%
RWM
3779
Reston Wealth Management
Virginia
$849K -$10.3K -34 -1%
B
3780
Bensler
Washington
$849K +$17.3K +57 +2%
WFA
3781
WMG Financial Advisors
Tennessee
$848K -$27.9K -92 -3%
LIA
3782
Lynx Investment Advisory
District of Columbia
$848K +$44.9K +148 +5%
HP
3783
Havemeyer Place
Connecticut
$848K +$593K +1,953 +210%
PAG
3784
Paladin Advisory Group
Iowa
$846K -$14.6K -48 -2%
HCP
3785
Holt Capital Partners
Texas
$846K +$10.6K +35 +1%
KWA
3786
Kellett Wealth Advisors
Ohio
$846K +$113K +372 +15%
OCM
3787
Objective Capital Management
Ohio
$846K +$52.2K +172 +6%
SC
3788
Saturna Capital
Washington
$845K -$303K -1,000 -26%
AWM
3789
Allen Wealth Management
North Carolina
$843K -$34.3K -113 -4%
SWG
3790
Summit Wealth Group
Vermont
$843K -$27.6K -91 -3%
MF
3791
Meridian Financial
Massachusetts
$842K -$910 -3 -0.1%
OAS
3792
Optivise Advisory Services
Tennessee
$841K -$329K -1,084 -27%
AFWM
3793
AMJ Financial Wealth Management
Virginia
$838K -$11.5K -38 -1%
CFGA
3794
Cambridge Financial Group (Arizona)
Arizona
$838K +$10.6K +35 +1%
QWM
3795
QP Wealth Management
New Jersey
$837K -$916K -3,017 -51%
KFAS
3796
Keating Financial Advisory Services
Kansas
$837K +$30.3K +100 +4%
CL
3797
CLG LLC
California
$834K -$11.8K -39 -1%
TA
3798
TCM Advisors
West Virginia
$833K – – –
KFA
3799
Krane Funds Advisors
New York
$832K +$245K +806 +40%
MWP
3800
Meridian Wealth Partners
Pennsylvania
$832K -$4.55K -15 -0.5%
150 151
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