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JPMorgan Nasdaq Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAS
251
Insigneo Advisory Services
Florida
$3.56M +$1.12M +18,918 +49%
QCM
252
Quantinno Capital Management
New York
$3.51M +$1.12M +18,842 +49%
WWM
253
Western Wealth Management
Colorado
$3.44M +$330K +5,568 +11%
PPWM
254
Perissos Private Wealth Management
Oklahoma
$3.42M +$281K +4,742 +9%
JSL
255
JT Stratford LLC
Georgia
$3.4M +$87.2K +1,470 +3%
PD
256
Planning Directions
Pennsylvania
$3.39M +$351K +5,914 +12%
BFP
257
Beacon Financial Planning
Massachusetts
$3.35M +$580K +9,770 +22%
LF
258
Lighthouse Financial
Florida
$3.35M -$798K -13,444 -20%
DWP
259
Daymark Wealth Partners
Ohio
$3.32M -$163K -2,751 -5%
SDH
260
Sloy Dahl & Holst
Washington
$3.32M +$91.6K +1,543 +3%
CWMGO
261
Capstone Wealth Management Group (Oregon)
Oregon
$3.32M +$32.1K +541 +1%
AWE
262
Avidian Wealth Enterprises
Texas
$3.3M -$241K -4,062 -7%
RWA
263
Rooted Wealth Advisors
Illinois
$3.29M +$121K +2,035 +4%
NFG
264
Nations Financial Group
Iowa
$3.29M +$231K +3,898 +8%
KA
265
Kovack Advisors
Florida
$3.29M -$1.48K -25 -0%
4A
266
4Wealth Advisors
Illinois
$3.26M +$33.1K +557 +1%
RMC
267
Ring Mountain Capital
California
$3.23M +$65.2K +1,099 +2%
PWM
268
Purus Wealth Management
California
$3.23M +$77.9K +1,312 +3%
Envestnet Portfolio Solutions
269
Envestnet Portfolio Solutions
Illinois
$3.17M +$350K +5,894 +13%
CWA
270
Clarity Wealth Advisors
California
$3.16M +$112K +1,895 +4%
TGAM
271
TBH Global Asset Management
Tennessee
$3.15M +$1.84K +31 +0.1%
FZCM
272
Flynn Zito Capital Management
New York
$3.14M -$15.3K -258 -0.5%
SWM
273
SHP Wealth Management
Massachusetts
$3.1M -$5.31M -89,449 -64%
PFO
274
PMG Family Office
Texas
$3.1M +$41.9K +706 +1%
AWM
275
Alterna Wealth Management
Texas
$3.07M +$2.97M +49,989 New