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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
2251
Oarsman Capital
Wisconsin
$1.59M +$24.7K +165 +2%
PEA
2252
Park Edge Advisors
Ohio
$1.59M +$200K +1,332 +14%
WP
2253
Westmount Partners
California
$1.59M +$18.6K +124 +1%
OBWG
2254
Onyx Bridge Wealth Group
New York
$1.59M +$109K +728 +7%
WDC
2255
Woodward Diversified Capital
California
$1.58M +$109K +729 +7%
LFP
2256
Lakeshore Financial Planning
Michigan
$1.57M +$1.63M +10,854 New
PWC
2257
PYA Waltman Capital
Tennessee
$1.57M +$179K +1,194 +12%
CBT
2258
CoreFirst Bank & Trust
Kansas
$1.57M -$4.95K -33 -0.3%
LFM
2259
LGT Fund Management
Liechtenstein
$1.57M +$97.4K +650 +6%
QC
2260
Quent Capital
New York
$1.57M +$123K +823 +8%
NG
2261
NWK Group
California
$1.56M +$111K +738 +7%
VFPI
2262
Vantage Financial Partners (Illinois)
Illinois
$1.56M -$45K -300 -3%
DBG
2263
De Burlo Group
Massachusetts
$1.56M – – –
GA
2264
Gateway Advisory
New Jersey
$1.56M -$179K -1,195 -10%
FCFC
2265
First Citizens Financial Corp
Iowa
$1.56M +$91.3K +609 +6%
EWS
2266
Evergreen Wealth Solutions
Pennsylvania
$1.56M -$130K -864 -7%
FGI
2267
Foresight Global Investors
New York
$1.55M -$513K -3,420 -24%
CG
2268
Corundum Group
Colorado
$1.55M -$148K -985 -8%
ICM
2269
IMS Capital Management
Oregon
$1.55M -$449K -2,997 -22%
ISWM
2270
Independent Solutions Wealth Management
New York
$1.55M +$425K +2,832 +36%
ACL
2271
Applied Capital LLC
Florida
$1.55M -$13.5K -90 -0.8%
FI
2272
Financial Insights
Washington
$1.54M +$149K +994 +10%
NPF
2273
Norris Perne & French
Michigan
$1.54M -$99.4K -663 -6%
CWA
2274
Consilium Wealth Advisory
Texas
$1.54M +$191K +1,272 +14%
MLA
2275
My Legacy Advisors
Oregon
$1.54M -$103K -686 -6%
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