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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VR
3901
Vision Retirement
New Jersey
$755K +$2.43K +8 +0.3%
BCB
3902
Brian C. Broderick
$753K +$137K +450 +21%
NWP
3903
NerdWallet Wealth Partners
New York
$751K +$304K +1,002 +65%
ETS
3904
ESL Trust Services
New York
$751K -$3.04K -10 -0.4%
DFS
3905
Dixon Fnancial Services
California
$751K -$1.6M -5,275 -67%
BAS
3906
Breakthru Advisory Services
Wisconsin
$751K -$45.8K -151 -6%
MWM
3907
Maridea Wealth Management
New York
$750K -$1.75M -5,766 -69%
SAM
3908
Shikiar Asset Management
New York
$750K -$152K -500 -16%
SDH
3909
Sloy Dahl & Holst
Washington
$749K +$5.46K +18 +0.7%
KFP
3910
Keener Financial Planning
Texas
$748K – – –
OWM
3911
OneAscent Wealth Management
Alabama
$747K -$199K -655 -21%
AWP
3912
Axis Wealth Partners
Rhode Island
$747K +$110K +364 +17%
IIWM
3913
Investment Insight Wealth Management
New York
$747K +$303 +1 +0%
MFP
3914
Meramec Financial Planners
Missouri
$747K -$387K -1,276 -35%
HB
3915
Horizon Bancorp
Indiana
$746K -$52.5K -173 -6%
NWM
3916
Nolet Wealth Management
Texas
$746K -$6.68K -22 -0.9%
AFIA
3917
America First Investment Advisors
Nebraska
$744K – – –
CCG
3918
Catalina Capital Group
California
$744K +$6.98K +23 +0.9%
GPW
3919
Genesis Private Wealth
Virginia
$743K -$19.4K -64 -2%
1CP
3920
1015 Capital Partners
Pennsylvania
$742K -$10.6K -35 -1%
NWMG
3921
Nicholson Wealth Management Group
South Carolina
$742K – – –
FAFN
3922
First Affirmative Financial Network
Colorado
$742K +$765K +2,521 New
IPW
3923
Impact Partnership Wealth
Georgia
$742K -$53.7K -177 -7%
WA
3924
Wealthstar Advisors
Texas
$741K -$29.7K -98 -4%
MA
3925
MKT Advisors
California
$740K -$303 -1 -0%
155 156
157
158 159