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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GDP
2826
Great Diamond Partners
Maine
$634K +$58.2K +425 +10%
WF
2827
Wayfinding Financial
Washington
$632K +$182K +1,325 +38%
MWM
2828
Maltin Wealth Management
New Jersey
$631K +$3.56K +26 +0.5%
CAM
2829
Concorde Asset Management
Michigan
$630K -$103K -755 -15%
RWM
2830
Reston Wealth Management
Virginia
$625K -$6.99K -51 -1%
PAG
2831
Paladin Advisory Group
Iowa
$622K +$654K +4,770 New
SVCP
2832
Silicon Valley Capital Partners
California
$622K +$51K +372 +8%
CWG
2833
Crown Wealth Group
North Carolina
$621K +$306K +2,230 +88%
FFM
2834
Flagstone Financial Management
Nebraska
$619K – – –
HWM
2835
Horizon Wealth Management
Illinois
$618K +$159K +1,160 +32%
JC
2836
Jacobs & Co
California
$618K -$119K -866 -15%
GG
2837
GenWealth Group
New Jersey
$616K – – –
NP
2838
Ninepoint Partners
Ontario, Canada
$615K +$115K +837 +22%
HFS
2839
Howard Financial Services
Texas
$612K +$49.6K +362 +8%
TWM
2840
TriaGen Wealth Management
California
$612K +$13K +95 +2%
UWPG
2841
Ullmann Wealth Partners Group
Florida
$611K +$26K +190 +4%
CGFA
2842
Colton Groome Financial Advisors
North Carolina
$611K +$643K +4,690 New
RCM
2843
Requisite Capital Management
Texas
$611K -$109K -795 -14%
FC
2844
FCA Corp
Texas
$609K +$353K +2,577 +123%
DAM
2845
Diamant Asset Management
Connecticut
$609K – – –
FPCG
2846
Forum Private Client Group
Indiana
$608K -$33.7K -246 -5%
AA
2847
ALPS Advisors
Colorado
$607K -$639K -4,661 -50%
RWI
2848
Red Wave Investments
Pennsylvania
$606K -$27.4K -200 -4%
CCM
2849
Community Capital Management
Florida
$606K +$637K +4,650 New
DIA
2850
Davidson Investment Advisors
Montana
$606K -$74K -540 -10%
112 113
114
115 116