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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
4026
Wade Financial Advisory
California
$220K
PSP
4027
Pacific Sage Partners
Washington
$220K
CA
4028
Claris Advisors
Missouri
$219K +$219K +1,040 New
SFC
4029
Strategic Financial Concepts
Texas
$219K -$40M -189,911 -99%
LAM
4030
Lifestyle Asset Management
Texas
$219K -$19.2K -91 -8%
BA
4031
Bellwether Advisors
Nebraska
$218K +$218K +1,035 New
RIG
4032
Renaissance Investment Group
Massachusetts
$218K
VPWA
4033
Vestia Personal Wealth Advisors
Indiana
$218K +$218K +1,033 New
IAA
4034
Ironsides Asset Advisors
North Carolina
$217K +$217K +1,031 New
RRCM
4035
Rappaport Reiches Capital Management
Illinois
$217K +$3.58K +17 +2%
VI
4036
VanderPol Investments
Michigan
$217K +$7.16K +34 +3%
KLI
4037
Kelman-Lazarov Inc
Tennessee
$216K
CCM
4038
Carlson Capital Management
Minnesota
$216K -$4.84K -23 -2%
ACM
4039
Alamar Capital Management
California
$215K
TWP
4040
TFO Wealth Partners
Ohio
$215K +$214K +1,018 New
CCAL
4041
City Center Advisors LLC
Michigan
$214K -$1.26K -6 -0.6%
MA
4042
MAS Advisors
Florida
$213K
SFO
4043
Standard Family Office
South Dakota
$213K
LC
4044
Lavaca Capital
Texas
$212K
CIC
4045
Chase Investment Counsel
Virginia
$212K +$212K +1,006 New
SCM
4046
Stonebridge Capital Management
California
$211K
WRM
4047
Weybosset Research & Management
Rhode Island
$211K +$211K +1,000 New
BAM
4048
BOCHK Asset Management
Hong Kong
$211K
BT
4049
Brandywine Trust
Delaware
$211K
SWM
4050
StoneCrest Wealth Management
Arizona
$211K