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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
2751
Cary Street Partners Investment Advisory
Virginia
$1.82M -$22.4M -96,071 -93%
TWM
2752
Thrive Wealth Management
Pennsylvania
$1.82M -$13.3K -57 -0.7%
HP
2753
Hilltop Partners
Indiana
$1.82M +$228K +980 +15%
NWM
2754
Northwest Wealth Management
Iowa
$1.82M +$36.3K +156 +2%
BF
2755
bLong Financial
Tennessee
$1.82M +$1.76M +7,575 New
CC
2756
Commons Capital
Massachusetts
$1.81M -$28.6K -123 -2%
BPW
2757
Bingham Private Wealth
California
$1.81M +$1.76M +7,568 New
MWP
2758
Madison Wealth Partners
Wisconsin
$1.81M +$20K +86 +1%
KCM
2759
Kathmere Capital Management
Pennsylvania
$1.81M +$333K +1,428 +23%
FOA
2760
Five Oceans Advisors
California
$1.81M +$64.5K +277 +4%
OWA
2761
ORBA Wealth Advisors
Illinois
$1.81M -$5.82K -25 -0.3%
WCAMG
2762
Woodard & Company Asset Management Group
North Carolina
$1.81M +$22.1K +95 +1%
MAM
2763
McLean Asset Management
Virginia
$1.8M +$73.4K +315 +4%
TFA
2764
Transamerica Financial Advisors
Florida
$1.8M -$189K -813 -10%
GWP
2765
Gen-Wealth Partners
Michigan
$1.8M -$196K -840 -10%
CIM
2766
Corda Investment Management
Texas
$1.8M +$61.7K +265 +4%
SIC
2767
Sterling Investment Counsel
New York
$1.8M -$2.15M -9,235 -55%
AWM
2768
AllSquare Wealth Management
New York
$1.8M -$19.8K -85 -1%
VC
2769
Veracity Capital
Georgia
$1.8M -$35.6K -153 -2%
KSWWM
2770
Keyes Stange & Wooten Wealth Management
Florida
$1.8M -$40.5K -174 -2%
EM
2771
ELCO Management
New York
$1.79M -$93.9K -403 -5%
PWP
2772
Pursue Wealth Partners
California
$1.79M -$119K -510 -6%
BDF
2773
Black Diamond Financial
Maryland
$1.79M -$24.9K -107 -1%
TWP
2774
Triad Wealth Partners
Kansas
$1.79M +$1.74M +7,459 New
ACP
2775
Argyle Capital Partners
California
$1.79M +$1.73M +7,448 New
109 110
111
112 113