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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
6F
2626
626 Financial
Michigan
$3M -$401K -1,295 -12%
NEWAS
2627
N.E.W. Advisory Services
Wisconsin
$3M +$44.3K +143 +2%
FFO
2628
Fortitude Family Office
Arizona
$3M -$24.5K -79 -0.8%
TNAM
2629
Terra Nova Asset Management
New York
$3M +$520K +1,680 +22%
BDF
2630
Black Diamond Financial
Maryland
$3M +$347K +1,120 +14%
EWS
2631
Evergreen Wealth Solutions
Pennsylvania
$2.99M +$1.29M +4,159 +81%
PWM
2632
Prentice Wealth Management
New York
$2.99M +$84.2K +272 +3%
GGHC
2633
Gilder Gagnon Howe & Co
New York
$2.98M -$2.6M -8,401 -48%
MFG
2634
Mosaic Financial Group
Illinois
$2.98M -$11.5K -37 -0.4%
TA
2635
TKG Advisors
Indiana
$2.98M +$44.3K +143 +2%
WW
2636
Waterfront Wealth
Kansas
$2.98M +$4.03K +13 +0.1%
BTWM
2637
Baker Tilly Wealth Management
Wisconsin
$2.97M -$143K -462 -5%
CSC
2638
Caldwell Sutter Capital
California
$2.97M -$40.6K -131 -1%
TSS
2639
Two Sigma Securities
New York
$2.97M +$2.85M +9,202 New
MSCM
2640
McElhenny Sheffield Capital Management
Texas
$2.95M +$258K +834 +10%
WPA
2641
Winning Points Advisors
Florida
$2.95M +$6.52M +21,063 New
B
2642
Birchbrook
Maine
$2.95M +$103K +334 +4%
EAM
2643
Eukles Asset Management
Ohio
$2.94M -$52.6K -170 -2%
MWA
2644
Medallion Wealth Advisors
Connecticut
$2.94M -$3.41K -11 -0.1%
VIPI
2645
Vista Investment Partners II
Indiana
$2.94M +$185K +597 +7%
SA
2646
SJBenen ADVISORY
North Carolina
$2.94M +$2.82M +9,118 New
VCM
2647
Vivaldi Capital Management
Illinois
$2.93M -$86.4K -279 -3%
CPC
2648
CFC Planning Company
Indiana
$2.93M – – –
CA
2649
Carson Advisory
Georgia
$2.92M -$151K -489 -5%
EFG
2650
Everest Financial Group
Minnesota
$2.92M +$2.81M +9,069 New
104 105
106
107 108