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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
TCMP
2701
Thrive Capital Management (Pennsylvania)
Pennsylvania
$816K -$570K -3,473 -40%
LF
2702
Lantz Financial
Illinois
$816K -$19.1K -116 -2%
PAG
2703
Powers Advisory Group
Illinois
$816K +$847K +5,156 New
RWM
2704
Reston Wealth Management
Virginia
$815K +$8.54K +52 +1%
HCP
2705
Hexagon Capital Partners
Arkansas
$815K +$14.1K +86 +2%
GPWA
2706
Great Point Wealth Advisors
Massachusetts
$814K – – –
CF
2707
Copperwynd Financial
Arizona
$814K +$4.93K +30 +0.6%
CAM
2708
Campion Asset Management
Virginia
$813K +$98.5K +600 +13%
AWMT
2709
AAFMAA Wealth Management & Trust
North Carolina
$812K +$13.3K +81 +2%
TFM
2710
TFC Financial Management
Massachusetts
$805K -$260K -1,582 -24%
Sax Wealth Advisors
2711
Sax Wealth Advisors
New Jersey
$805K +$23.6K +144 +3%
IWN
2712
Independent Wealth Network
Iowa
$805K +$55.3K +337 +7%
SAA
2713
Southeast Asset Advisors
Georgia
$802K +$34.3K +209 +4%
SEP
2714
Southland Equity Partners
Missouri
$801K +$18.9K +115 +2%
MAWAG
2715
Mid-American Wealth Advisory Group
Missouri
$800K +$829K +5,049 New
IIA
2716
Integral Investment Advisors
California
$800K +$830K +5,055 New
FP
2717
Financial Perspectives
Minnesota
$797K – – –
APW
2718
Austin Private Wealth
Texas
$796K -$75.4K -459 -8%
TA
2719
TCM Advisors
West Virginia
$795K +$821K +5,000 New
GAM
2720
Gould Asset Management
California
$794K +$241K +1,470 +41%
HWMG
2721
Hurlow Wealth Management Group
Indiana
$793K +$11.3K +69 +1%
CA
2722
Centerpoint Advisors
Massachusetts
$793K +$194K +1,183 +31%
GA
2723
Greenhaven Associates
New York
$792K – – –
ES
2724
Eagle Strategies
New York
$792K +$821K +4,998 New
AIA
2725
Alera Investment Advisors
Illinois
$791K -$86.4K -526 -10%