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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
2426
Signet Financial Management
New Jersey
$1.62M -$34.2K -226 -2%
CBA
2427
Coastal Bridge Advisors
Connecticut
$1.62M +$152 +1 +0%
VC
2428
Vicus Capital
Pennsylvania
$1.61M -$366K -2,412 -20%
SFWA
2429
Summit Financial Wealth Advisors
Louisiana
$1.61M +$44.6K +294 +3%
CPRC
2430
Consolidated Portfolio Review Corp
New York
$1.61M -$302K -1,992 -17%
GHAM
2431
Gilman Hill Asset Management
Connecticut
$1.61M -$142K -939 -9%
W
2432
Wealthquest
Ohio
$1.61M +$31.5K +208 +2%
JSW
2433
Journey Strategic Wealth
New Jersey
$1.6M +$80.5K +531 +6%
FCG
2434
Fielder Capital Group
Tennessee
$1.6M +$1.43M +9,405 New
PIA
2435
Perennial Investment Advisors
California
$1.6M -$112K -737 -7%
HIIFS
2436
Harel Insurance Investments & Financial Services
Israel
$1.59M -$40.9K -270 -3%
UAML
2437
US Asset Management LLC
Pennsylvania
$1.59M +$1.42M +9,375 New
UWPG
2438
Ullmann Wealth Partners Group
Florida
$1.59M +$606K +3,997 +74%
RWP
2439
Ridgecrest Wealth Partners
California
$1.59M -$1.51K -10 -0.1%
GMFG
2440
Greater Midwest Financial Group
Minnesota
$1.59M +$1.42M +9,351 New
TB
2441
Terril Brothers
Missouri
$1.59M +$379K +2,500 +37%
ISWM
2442
Independent Solutions Wealth Management
New York
$1.58M -$204K -1,345 -13%
IF
2443
IRON Financial
Illinois
$1.58M -$2.58K -17 -0.2%
CAM
2444
Cozad Asset Management
Illinois
$1.58M +$67.6K +446 +5%
AC
2445
Allstate Corporation
Illinois
$1.58M -$145K -960 -9%
TCWM
2446
Total Clarity Wealth Management
Illinois
$1.58M -$1.67K -11 -0.1%
DM
2447
Delphi Management
Massachusetts
$1.58M +$80.6K +532 +6%
AAM
2448
AMI Asset Management
California
$1.57M -$23.2K -153 -2%
MTWM
2449
Masso Torrence Wealth Management
New Jersey
$1.57M +$27.3K +180 +2%
FP
2450
Financial Perspectives
Minnesota
$1.57M +$8.49K +56 +0.6%
96 97
98
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