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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
3826
Veery Capital
Delaware
$889K – – –
AFA
3827
Allium Financial Advisors
Oregon
$889K -$82.4K -266 -9%
BFS
3828
Burkett Financial Services
South Carolina
$887K -$29.4K -95 -3%
WG
3829
Wellington Group
Indiana
$887K +$852K +2,753 New
CW
3830
Code Waechter
Florida
$887K -$3.1K -10 -0.4%
GHA
3831
Good Harbor Advisors
Massachusetts
$886K +$851K +2,750 New
KFAS
3832
Keating Financial Advisory Services
Kansas
$884K +$850K +2,744 New
CWP
3833
Clark Wealth Partners
Illinois
$883K – – –
WLG
3834
Williamson Legacy Group
Indiana
$883K +$11.1K +36 +1%
JMA
3835
J.M. Arbour
Maine
$883K +$848K +2,739 New
LIA
3836
Lynx Investment Advisory
District of Columbia
$882K +$8.67K +28 +1%
PS
3837
Planned Solutions
California
$881K +$121K +390 +17%
VFP
3838
Verus Financial Partners
Virginia
$879K +$31.9K +103 +4%
TWM
3839
Thryve Wealth Management
Texas
$879K +$844K +2,727 New
AWA
3840
Acumen Wealth Advisors
Tennessee
$877K +$820K +2,647 New
IRC
3841
Investors Research Corp
Georgia
$877K – – –
EIM
3842
Essex Investment Management
Massachusetts
$877K -$62.5K -202 -7%
FWP
3843
Flatrock Wealth Partners
California
$876K +$842K +2,719 New
SIM
3844
SSI Investment Management
California
$875K – – –
DCA
3845
DB&C Advisors
Michigan
$875K +$841K +2,717 New
CFG
3846
Copley Financial Group
California
$874K -$30K -97 -3%
HB
3847
Horizon Bancorp
Indiana
$873K -$196K -634 -19%
BAS
3848
Breakthru Advisory Services
Wisconsin
$871K +$20.4K +66 +3%
OCM
3849
Objective Capital Management
Ohio
$871K -$36.8K -119 -4%
RCA
3850
Riverview Capital Advisers
Massachusetts
$870K +$1.55K +5 +0.2%
152 153
154
155 156