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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
3801
Level Financial Advisors
New York
$912K -$4.95K -16 -0.6%
B
3802
Bensler
Washington
$911K +$6.19K +20 +0.7%
A
3803
AlphaQuest
New York
$907K -$1.97M -6,355 -69%
IWP
3804
Insight Wealth Partners
Texas
$907K +$41.5K +134 +5%
HFM
3805
Harvest Fund Management
China
$906K +$929 +3 +0.1%
KWM
3806
KW Wealth Management
California
$905K +$81.7K +264 +10%
DCBT
3807
Dakota Community Bank & Trust
North Dakota
$902K +$14.2K +46 +2%
BAM
3808
Broyhill Asset Management
North Carolina
$900K – – –
CWA
3809
Centerline Wealth Advisors
Kentucky
$897K +$310 +1 +0%
PC
3810
PCB Capital
New Jersey
$897K +$862K +2,784 New
SCM
3811
Stevens Capital Management
Pennsylvania
$896K -$753K -2,432 -47%
FFWM
3812
Future Financial Wealth Management
Ohio
$895K -$9.29K -30 -1%
GB
3813
Goepper Burkhardt
South Carolina
$893K +$37.8K +122 +5%
API
3814
Asset Planning Inc
California
$892K +$73.1K +236 +9%
HI
3815
Harrington Investments
California
$891K -$15.5K -50 -2%
IA
3816
Inspire Advisors
Idaho
$889K +$8.67K +28 +1%
VC
3817
Veery Capital
Delaware
$889K – – –
AFA
3818
Allium Financial Advisors
Oregon
$889K -$82.4K -266 -9%
BFS
3819
Burkett Financial Services
South Carolina
$887K -$29.4K -95 -3%
WG
3820
Wellington Group
Indiana
$887K +$852K +2,753 New
CW
3821
Code Waechter
Florida
$887K -$3.1K -10 -0.4%
GHA
3822
Good Harbor Advisors
Massachusetts
$886K +$851K +2,750 New
KFAS
3823
Keating Financial Advisory Services
Kansas
$884K +$850K +2,744 New
CWP
3824
Clark Wealth Partners
Illinois
$883K – – –
WLG
3825
Williamson Legacy Group
Indiana
$883K +$11.1K +36 +1%
151 152
153
154 155