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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
2401
Legato Capital Management
California
$2.69M – – –
TCWM
2402
Total Clarity Wealth Management
Illinois
$2.69M – – –
MCC
2403
Money Concepts Capital
Florida
$2.69M +$204K +799 +8%
PL
2404
Plancorp LLC
Missouri
$2.69M +$289K +1,134 +12%
OHWA
2405
Oak Hill Wealth Advisors
Virginia
$2.69M +$160K +628 +6%
SFS
2406
Stiles Financial Services
Minnesota
$2.69M +$421K +1,652 +18%
SJIM
2407
St. Johns Investment Management
Florida
$2.68M -$77K -302 -3%
WLPWM
2408
Walled Lake Planning & Wealth Management
Illinois
$2.68M +$3.57K +14 +0.1%
IP
2409
Ignite Planners
California
$2.68M +$220K +862 +9%
OWP
2410
ORG Wealth Partners
Texas
$2.68M +$2.26M +8,880 +425%
AIS
2411
American Investment Services
Massachusetts
$2.68M +$9.43K +37 +0.3%
CWA
2412
Consilium Wealth Advisory
Texas
$2.68M -$11K -43 -0.4%
SFG
2413
Shum Financial Group
California
$2.68M +$3.31K +13 +0.1%
VWM
2414
VCI Wealth Management
Missouri
$2.68M -$16.1K -63 -0.6%
HTHT
2415
Hemenway Trust Hemenway Trust
New Hampshire
$2.67M +$126K +495 +5%
FWA
2416
FSM Wealth Advisors
Ohio
$2.67M +$159K +625 +6%
PWP
2417
Precedent Wealth Partners
Texas
$2.67M +$345K +1,354 +14%
GA
2418
Guerra Advisors
Florida
$2.67M +$732K +2,872 +36%
YP
2419
YANKCOM Partnership
South Dakota
$2.67M -$396K -1,552 -12%
SIS
2420
Sound Income Strategies
Florida
$2.66M +$678K +2,661 +32%
BC
2421
Barrett & Company
Rhode Island
$2.66M +$189K +740 +7%
LIM
2422
Letson Investment Management
Georgia
$2.66M +$765 +3 +0%
6F
2423
626 Financial
Michigan
$2.66M +$52.3K +205 +2%
CGA
2424
Crescent Grove Advisors
Illinois
$2.65M +$61.4K +241 +2%
GCM
2425
GKV Capital Management
California
$2.65M +$115K +450 +4%
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