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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
2401
Gallagher Capital Advisors
Texas
$3.73M -$25.5K -82 -0.7%
DE
2402
Defiance ETFs
New York
$3.73M +$819K +2,636 +31%
AGP
2403
Aspire Growth Partners
Florida
$3.72M +$188K +605 +6%
MSS
2404
Mitchell Sinkler & Starr
Pennsylvania
$3.72M -$4.66K -15 -0.1%
LFP
2405
Lakeshore Financial Planning
Michigan
$3.72M +$897K +2,889 +34%
VCM
2406
Vision Capital Management
Oregon
$3.72M +$894K +2,879 +34%
VNA
2407
Valley National Advisers
Pennsylvania
$3.72M -$33.5K -108 -0.9%
BWP
2408
BSW Wealth Partners
Colorado
$3.71M -$68K -219 -2%
MCC
2409
Money Concepts Capital
Florida
$3.71M -$5.28K -17 -0.1%
LF
2410
LifeSteps Financial
California
$3.7M +$287K +923 +9%
AC
2411
Aldebaran Capital
Indiana
$3.69M – – –
AA
2412
Auxano Advisors
Washington
$3.69M +$932 +3 +0%
MEG
2413
Millstone Evans Group
Colorado
$3.69M -$30.1K -97 -0.9%
LC
2414
LCNB Corp
Ohio
$3.68M -$59.9K -193 -2%
WPA
2415
West Paces Advisors
Georgia
$3.67M +$82K +264 +2%
DBFM
2416
Dickmeyer Boyce Financial Management
Indiana
$3.67M -$9.94K -32 -0.3%
NB
2417
NBH Bank
Colorado
$3.65M +$3.47M +11,166 New
SGC
2418
Slocum, Gordon & Co
Rhode Island
$3.65M -$5.28K -17 -0.2%
PHS
2419
Pekin Hardy Strauss
Illinois
$3.65M -$110K -354 -3%
SRS
2420
Strong Retirement Solutions
Washington
$3.64M +$170K +549 +5%
TWM
2421
TRB Wealth Management
Texas
$3.64M -$397K -1,278 -10%
MHIC
2422
Marble Harbor Investment Counsel
Massachusetts
$3.64M -$90.1K -290 -3%
TWA
2423
TCI Wealth Advisors
Arizona
$3.63M +$112K +360 +3%
IP
2424
Ignite Planners
California
$3.63M +$57.5K +185 +2%
RFA
2425
ROI Financial Advisors
Oregon
$3.62M +$37.9K +122 +1%
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97
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