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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
2351
Cypress Wealth Services
California
$3.51M +$191K +642 +6%
PFWA
2352
Paces Ferry Wealth Advisors
Georgia
$3.5M – – –
CWA
2353
Crux Wealth Advisors
California
$3.5M -$11K -37 -0.3%
OHWA
2354
Oak Hill Wealth Advisors
Virginia
$3.5M +$9.52K +32 +0.3%
IP
2355
Ignite Planners
California
$3.49M +$41.9K +141 +1%
SL
2356
Sentinus LLC
Illinois
$3.49M +$14.9K +50 +0.5%
FFA
2357
Fortune Financial Advisors
Kansas
$3.49M -$7.43K -25 -0.2%
PWMG
2358
Pinnacle Wealth Management Group
Michigan
$3.49M +$18.4K +62 +0.6%
YP
2359
YANKCOM Partnership
South Dakota
$3.48M -$22K -74 -0.7%
SFS
2360
Solitude Financial Services
Virginia
$3.48M +$21.7K +73 +0.7%
MCWA
2361
Meadow Creek Wealth Advisors
Georgia
$3.48M -$86.3K -290 -2%
SA
2362
Scarborough Advisors
Maryland
$3.47M +$2.73M +9,180 +507%
FCA
2363
Fortis Capital Advisors
Kansas
$3.47M -$88.9K -299 -3%
MHIC
2364
Marble Harbor Investment Counsel
Massachusetts
$3.46M -$29.7K -100 -0.9%
SFC
2365
SYM Financial Corp
Indiana
$3.46M +$256K +862 +9%
SPWM
2366
Schrum Private Wealth Management
Florida
$3.46M -$83.6K -281 -2%
RA
2367
Rockingstone Advisors
Massachusetts
$3.46M -$59.5K -200 -2%
WPA
2368
West Paces Advisors
Georgia
$3.46M -$87.1K -293 -3%
I
2369
INVST
Indiana
$3.44M -$138K -463 -4%
RWA
2370
Redhawk Wealth Advisors
Minnesota
$3.44M +$99.3K +334 +3%
GMFG
2371
Greater Midwest Financial Group
Minnesota
$3.42M +$58.9K +198 +2%
CPA
2372
Capital Planning Advisors
California
$3.42M +$1.42M +4,778 +79%
MSWM
2373
McGlone Suttner Wealth Management
Wisconsin
$3.42M +$68.7K +231 +2%
XT
2374
XTX Topco
Cayman Islands
$3.42M -$2.08M -7,007 -39%
LWMM
2375
Legacy Wealth Management (Mississippi)
Mississippi
$3.42M -$480K -1,613 -13%
93 94
95
96 97