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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
3901
Wealthspan Partners
Iowa
$621K – – –
KA
3902
Kearns & Associates
California
$620K +$2.08K +7 +0.4%
HFW
3903
Horizon Family Wealth
Illinois
$620K +$2.97K +10 +0.5%
EWA
3904
Encompass Wealth Advisors
Oregon
$620K -$18.7K -63 -3%
JFGLC
3905
Johnson Financial Group LLC (Colorado)
Colorado
$617K – – –
SBWIC
3906
Schaper Benz & Wise Investment Counsel
Wisconsin
$617K – – –
IFA
3907
Index Fund Advisors
California
$616K +$160K +538 +38%
MWA
3908
MN Wealth Advisors
Kansas
$616K +$21.4K +72 +4%
VEA
3909
Virtus ETF Advisers
New York
$615K -$341K -1,146 -37%
IWA
3910
Inspirion Wealth Advisors
Illinois
$614K -$483K -1,623 -36%
SWM
3911
Selective Wealth Management
Virginia
$614K -$81.5K -274 -12%
PWA
3912
Provenance Wealth Advisors
Florida
$613K – – –
TWA
3913
Tandem Wealth Advisors
Arizona
$612K -$92.2K -310 -14%
DO
3914
denkapparat Operations
Germany
$611K -$336K -1,130 -37%
LFGO
3915
Legacy Financial Group (Oklahoma)
Oklahoma
$610K -$9.52K -32 -2%
RK
3916
Rather & Kittrell
Tennessee
$608K +$135K +455 +31%
BCM
3917
Banyan Capital Management
Georgia
$606K +$571K +1,920 New
CP
3918
Castleview Partners
Texas
$605K -$71.1K -239 -11%
BAM
3919
Bosun Asset Management
Illinois
$599K – – –
JAA
3920
Joel Adams & Associates
North Carolina
$599K – – –
CL
3921
CVFG LLC
Indiana
$598K +$30K +101 +6%
PWP
3922
Parkwoods Wealth Partners
New York
$598K +$13.1K +44 +2%
CWA
3923
CogentBlue Wealth Advisors
Tennessee
$598K +$15.2K +51 +3%
RFG
3924
REAP Financial Group
Texas
$598K +$32.7K +110 +6%
NWMP
3925
Noble Wealth Management PBC
Colorado
$597K +$563K +1,893 New
155 156
157
158 159