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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
2326
Finivi Inc
Massachusetts
$4M +$26.1K +84 +0.7%
TS
2327
TradeWell Securities
Indiana
$3.99M -$10.9K -35 -0.3%
MLA
2328
MB, Levis & Associates
Pennsylvania
$3.99M -$5.28K -17 -0.1%
BMWS
2329
Brady Martz Wealth Solutions
North Dakota
$3.99M +$50.6K +163 +1%
PEA
2330
Park Edge Advisors
Ohio
$3.99M -$400K -1,287 -10%
CAWM
2331
Capital Advisors Wealth Management
Washington
$3.99M +$67.4K +217 +2%
VWS
2332
Virtus Wealth Solutions
New Jersey
$3.99M -$33.9K -109 -0.9%
SIA
2333
Sage Investment Advisers
New York
$3.97M +$13.4K +43 +0.4%
SFWA
2334
Summit Financial Wealth Advisors
Louisiana
$3.97M +$154K +495 +4%
IWS
2335
Insight Wealth Strategies
California
$3.97M +$128K +412 +4%
VAG
2336
VisionPoint Advisory Group
Texas
$3.97M +$87.6K +282 +2%
PPWM
2337
Paragon Private Wealth Management
Kentucky
$3.97M +$428K +1,378 +13%
ACA
2338
Atlas Capital Advisors
Wyoming
$3.95M -$99.1K -319 -3%
MCM
2339
Monument Capital Management
Virginia
$3.95M +$169K +543 +5%
RWM
2340
Revisor Wealth Management
Ohio
$3.94M +$255K +821 +7%
CPWA
2341
Cerro Pacific Wealth Advisors
California
$3.94M -$20.2K -65 -0.5%
SIM
2342
SWP Investment Management
Ohio
$3.93M +$137K +440 +4%
FWP
2343
Falcon Wealth Planning
California
$3.93M -$28.3K -91 -0.8%
WHC
2344
Wulff, Hansen & Co
California
$3.93M -$29.8K -96 -0.8%
BAM
2345
Bayview Asset Management
Florida
$3.93M -$466K -1,500 -11%
EAM
2346
EULAV Asset Management
Florida
$3.93M – – –
MBWA
2347
Marin Bay Wealth Advisors
California
$3.92M -$438K -1,409 -11%
LWM
2348
Lakeridge Wealth Management
Ohio
$3.92M +$34.5K +111 +0.9%
RBFC
2349
Roman Butler Fullerton & Co
Missouri
$3.92M +$14K +45 +0.4%
CFS
2350
CRA Financial Services
New Jersey
$3.92M +$87.6K +282 +2%
92 93
94
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