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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
LHP
3851
Lexington Hill Partners
Texas
$869K +$835K +2,698 New
IPW
3852
Impact Partnership Wealth
Georgia
$869K -$1.22M -3,952 -59%
CMAI
3853
Capital Management Associates Inc
Minnesota
$869K -$441K -1,426 -35%
WSFG
3854
Wall Street Financial Group
Illinois
$868K +$71.5K +231 +9%
FEG
3855
Financial Enhancement Group
Indiana
$867K +$6.81K +22 +0.8%
CPW
3856
Cogent Private Wealth
Florida
$866K +$832K +2,687 New
WFPG
3857
Waller Financial Planning Group
Ohio
$865K +$310 +1 +0%
Wedge Capital Management
3858
Wedge Capital Management
North Carolina
$865K +$15.2K +49 +2%
HBWM
3859
Hollow Brook Wealth Management
New York
$865K -$409K -1,320 -33%
DA
3860
Detalus Advisors
Missouri
$864K +$1.86K +6 +0.2%
IIA
3861
ICW Investment Advisors
Arizona
$863K +$310 +1 +0%
HA
3862
HC Advisors
Georgia
$863K +$3.1K +10 +0.4%
CAM
3863
Claret Asset Management
Quebec, Canada
$862K -$16.7K -54 -2%
XPN
3864
XY Planning Network
Montana
$861K +$127K +410 +18%
FFG
3865
Fortress Financial Group
Minnesota
$861K +$4.03K +13 +0.5%
MWM
3866
Melfa Wealth Management
Massachusetts
$861K +$9.29K +30 +1%
HGWM
3867
Horst & Graben Wealth Management
Oregon
$860K -$26.3K -85 -3%
OCA
3868
Odyssey Capital Advisors
Pennsylvania
$859K +$825K +2,665 New
TM
3869
Torren Management
California
$858K +$824K +2,661 New
EF
3870
Entrust Financial
Pennsylvania
$856K +$823K +2,658 New
LAMNM
3871
Longview Asset Management (New Mexico)
New Mexico
$856K -$10.2K -33 -1%
VWA
3872
VSM Wealth Advisory
Maryland
$856K -$2.79K -9 -0.3%
CWM
3873
Cherrydale Wealth Management
New Jersey
$855K – – –
CCA
3874
Coign Capital Advisors
Utah
$855K +$16.4K +53 +2%
HFS
3875
Heritage Financial Services
Massachusetts
$853K -$57.3K -185 -7%