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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
LWP
2226
LMG Wealth Partners
Louisiana
$3.85M +$55.9K +219 +2%
SAMT
2227
Select Asset Management & Trust
Pennsylvania
$3.85M +$669K +2,623 +25%
LWA
2228
Lantern Wealth Advisors
New York
$3.84M +$3.38M +13,260 New
RWS
2229
Resolute Wealth Strategies
Mississippi
$3.84M -$51.5K -202 -2%
BFW
2230
Brady Family Wealth
Missouri
$3.83M -$7.66K -30 -0.2%
GFPC
2231
Global Financial Private Client
Florida
$3.82M +$537K +2,105 +19%
AMIM
2232
Aull & Monroe Investment Management
Alabama
$3.82M -$369K -1,447 -10%
CA
2233
Cannon Advisors
North Carolina
$3.82M +$78.6K +308 +2%
BFA
2234
Beacon Financial Advisory
Ohio
$3.81M +$832K +3,260 +33%
CHJWM
2235
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.81M -$45.2K -177 -1%
OHWP
2236
Oak Harbor Wealth Partners
North Carolina
$3.81M -$469K -1,838 -12%
CIM
2237
Chapman Investment Management
California
$3.8M – – –
PEA
2238
Park Edge Advisors
Ohio
$3.8M +$228K +892 +7%
CA
2239
CGN Advisors
Kansas
$3.8M +$1.02K +4 +0%
PCA
2240
Purkiss Capital Advisors
Connecticut
$3.79M +$484K +1,895 +17%
MWM
2241
MGB Wealth Management
Texas
$3.79M -$62K -243 -2%
GA
2242
Guerra Advisors
Florida
$3.78M +$555K +2,176 +20%
LA
2243
LM Advisors
California
$3.78M +$791K +3,101 +31%
Advisory Alpha
2244
Advisory Alpha
Michigan
$3.78M +$60.2K +236 +2%
PWC
2245
PYA Waltman Capital
Tennessee
$3.78M +$158K +620 +5%
IF
2246
Ironwood Financial
Arizona
$3.78M – – –
MCF Advisors
2247
MCF Advisors
Kentucky
$3.78M +$1.79K +7 +0.1%
WCM
2248
Winthrop Capital Management
Indiana
$3.78M -$3.83K -15 -0.1%
CWA
2249
Canvas Wealth Advisors
Kansas
$3.78M +$90.8K +356 +3%
EULAV Asset Management
2250
EULAV Asset Management
Florida
$3.77M -$511K -2,003 -13%