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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
451
MassMutual Private Wealth & Trust
Connecticut
$1.07M -$26.1K -481 -2%
FWA
452
Freedom Wealth Alliance
Wisconsin
$1.06M +$342K +6,310 +48%
OWA
453
Outlook Wealth Advisors
Texas
$1.03M -$38.4K -707 -4%
RA
454
Rockingstone Advisors
Massachusetts
$1.03M +$129K +2,377 +14%
FWM
455
Focused Wealth Management
New York
$1.03M +$895K +16,500 +695%
NLP
456
Next Level Private
New York
$1.01M -$25K -461 -2%
CIA
457
Caerus Investment Advisors
Texas
$1.01M +$1.01M +18,533 New
PWM
458
Purus Wealth Management
California
$992K +$986K +18,171 New
H
459
HoyleCohen
California
$977K +$736K +13,560 +312%
AWM
460
Accel Wealth Management
Iowa
$964K -$651 -12 -0.1%
PCM
461
Parsons Capital Management
Rhode Island
$953K +$153K +2,819 +19%
SG Americas Securities
462
SG Americas Securities
New York
$904K +$693K +12,769 +337%
WAM
463
Worth Asset Management
Texas
$903K +$722K +13,305 +410%
IWM
464
IHT Wealth Management
Illinois
$899K +$414K +7,627 +86%
MA
465
Modus Advisors
Minnesota
$886K +$14.8K +272 +2%
RWA
466
Rainsberger Wealth Advisors
Colorado
$880K +$300K +5,537 +52%
TGAM
467
TBH Global Asset Management
Tennessee
$872K +$866K +15,962 New
HTC
468
Haverford Trust Company
Pennsylvania
$871K +$116K +2,139 +15%
OCG
469
Opus Capital Group
Ohio
$856K +$850K +15,669 New
IFPG
470
Intrepid Financial Planning Group
Indiana
$831K +$406K +7,481 +97%
RSWM
471
Robertson Stephens Wealth Management
California
$821K -$25.8K -476 -3%
AWM
472
AllSquare Wealth Management
New York
$814K +$275K +5,060 +51%
TP
473
Tranquility Partners
Tennessee
$809K +$133K +2,449 +20%
NEWAS
474
N.E.W. Advisory Services
Wisconsin
$809K +$543K +10,000 +208%
CAGAS
475
Capital Advisory Group Advisory Services
Minnesota
$808K +$803K +14,798 New