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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
2326
Finivi Inc
Massachusetts
$3.4M +$40.8K +160 +1%
BC
2327
Belmont Capital
California
$3.39M – – –
SI
2328
Saxon Interests
Texas
$3.39M – – –
MSS
2329
Mitchell Sinkler & Starr
Pennsylvania
$3.38M -$9.17M -35,950 -76%
LWM
2330
Lakeridge Wealth Management
Ohio
$3.38M -$47.7K -187 -2%
PH
2331
Pinnacle Holdings
Oklahoma
$3.37M +$154K +604 +5%
SWR
2332
Spahn Wealth & Retirement
Arizona
$3.36M +$2.96M +11,606 New
GC
2333
Gilbert & Cook
Iowa
$3.36M +$212K +830 +8%
EFH
2334
Eaton Financial Holdings
Florida
$3.36M +$1.81M +7,077 +157%
SAM
2335
Summit Asset Management
Tennessee
$3.36M +$290K +1,137 +11%
SNBOSCI
2336
Security National Bank of Sioux City Iowa
Iowa
$3.35M +$1.15M +4,520 +64%
NCM
2337
Neumann Capital Management
California
$3.34M -$166K -650 -5%
AA
2338
Auxano Advisors
Washington
$3.34M -$766 -3 -0%
AF
2339
Aldebaran Financial
$3.33M +$81.7K +320 +3%
CFO
2340
CVA Family Office
Colorado
$3.33M -$33.2K -130 -1%
MEG
2341
Millstone Evans Group
Colorado
$3.32M -$130K -508 -4%
GSC
2342
G&S Capital
Colorado
$3.31M -$24.8K -97 -0.8%
USB
2343
Union Savings Bank
Connecticut
$3.31M -$432K -1,693 -13%
I
2344
INVST
Indiana
$3.3M +$17.6K +69 +0.6%
SGC
2345
Slocum, Gordon & Co
Rhode Island
$3.3M -$1.31M -5,121 -31%
NDBT
2346
North Dallas Bank & Trust
Texas
$3.29M +$2.9M +11,352 New
TCWM
2347
Total Clarity Wealth Management
Illinois
$3.28M +$23K +90 +0.8%
WDL
2348
Well Done LLC
Michigan
$3.28M +$13.3K +52 +0.5%
CW
2349
Channel Wealth
California
$3.28M +$54.9K +215 +2%
CFS
2350
CRA Financial Services
New Jersey
$3.28M +$48.7K +191 +2%
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