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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
WWC
3951
Waypoint Wealth Counsel
Georgia
$731K -$780K -2,571 -51%
CTC
3952
Corundum Trust Company
South Dakota
$728K +$10.3K +34 +1%
TA
3953
TFB Advisors
Kansas
$727K -$380K -1,251 -34%
DFG
3954
Dupree Financial Group
Kentucky
$727K -$17.3K -57 -2%
SL
3955
StoryOne LLC
Kansas
$727K – – –
WAM
3956
Walker Asset Management
Missouri
$727K +$6.68K +22 +0.9%
LIP
3957
Lynch Investment Planning
Pennsylvania
$726K -$21.5K -71 -3%
WMA
3958
William Mack & Associates
Michigan
$726K -$347K -1,143 -32%
XY Planning Network
3959
XY Planning Network
Montana
$726K -$65.2K -215 -8%
PCP
3960
Panoramic Capital Partners
Oregon
$725K +$12.7K +42 +2%
Foguth Wealth Management
3961
Foguth Wealth Management
Michigan
$724K +$100K +330 +16%
TPWA
3962
Twin Peaks Wealth Advisors
California
$724K +$3.04K +10 +0.4%
SFS
3963
Sharp Financial Services
Pennsylvania
$723K +$192K +634 +35%
BAMG
3964
Brand Asset Management Group
Missouri
$723K +$49.2K +162 +7%
SW
3965
SMART Wealth
Nebraska
$722K -$38.8K -128 -5%
HPWM
3966
High Point Wealth Management
New Jersey
$722K +$205K +675 +38%
PCM
3967
Prospera Capital Management
Arizona
$721K +$3.04K +10 +0.4%
CNWM
3968
Clay Northam Wealth Management
California
$720K +$3.04K +10 +0.4%
True Link Financial Advisors
3969
True Link Financial Advisors
California
$717K +$36.4K +120 +5%
TWM
3970
Troutman Wealth Management
Pennsylvania
$717K -$303 -1 -0%
CSW
3971
Cogent Strategic Wealth
Illinois
$715K +$369K +1,216 +100%
PSA
3972
Plum Street Advisors
Louisiana
$715K +$2.73K +9 +0.4%
Jacobs & Co
3973
Jacobs & Co
California
$715K +$17.3K +57 +2%
JA
3974
JVL Associates
Michigan
$714K +$110K +363 +18%
CFGSD
3975
Compass Financial Group (South Dakota)
South Dakota
$714K +$115K +380 +19%