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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
2351
Total Clarity Wealth Management
Illinois
$1.38M +$75.8K +551 +6%
DL
2352
DOHJ LLC
Washington
$1.37M +$115K +834 +10%
AP
2353
Arlington Partners
Alabama
$1.37M +$242K +1,759 +23%
ZF
2354
Zhang Financial
Michigan
$1.37M +$200K +1,452 +18%
SSA
2355
South Street Advisors
New York
$1.37M -$82.5K -600 -6%
IF
2356
IRON Financial
Illinois
$1.37M -$2.2K -16 -0.2%
RWP
2357
Ridgecrest Wealth Partners
California
$1.36M -$16.5K -120 -1%
CWA
2358
Consilium Wealth Advisory
Texas
$1.36M +$299K +2,175 +30%
LB
2359
Leo Brokerage
Texas
$1.36M +$65.6K +477 +5%
RWP
2360
Revolve Wealth Partners
New Jersey
$1.36M +$28.5K +207 +2%
CVM
2361
Cheviot Value Management
California
$1.36M +$18.7K +136 +1%
APM
2362
Advanced Portfolio Management
New York
$1.36M +$1.28M +9,336 New
LCM
2363
LVM Capital Management
Michigan
$1.36M – – –
CG
2364
CFO4Life Group
Texas
$1.35M +$84K +611 +7%
SFB
2365
STAR Financial Bank
Indiana
$1.35M +$11K +80 +0.9%
UAML
2366
US Asset Management LLC
Pennsylvania
$1.35M -$58K -422 -4%
GPI
2367
General Partner Inc
Pennsylvania
$1.35M – – –
BSI
2368
Bennett Selby Investments
Maine
$1.35M – – –
VA
2369
Verdad Advisers
Massachusetts
$1.35M -$784K -5,700 -38%
WW
2370
Waterfront Wealth
Kansas
$1.35M +$113K +822 +11%
RB
2371
Renasant Bank
Mississippi
$1.34M -$33.6K -244 -3%
W
2372
Wealthquest
Ohio
$1.34M +$2.89K +21 +0.2%
AFS
2373
Access Financial Services
Minnesota
$1.34M -$5.5K -40 -0.4%
NFA
2374
Northern Financial Advisors
Michigan
$1.33M +$201K +1,465 +19%
FP
2375
Financial Perspectives
Minnesota
$1.33M +$688 +5 +0.1%
93 94
95
96 97