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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2926
Topsail Wealth Management
North Carolina
$2.21M +$196K +633 +10%
TW
2927
Traveka Wealth
California
$2.21M +$1.55K +5 +0.1%
PP
2928
Patron Partners
Texas
$2.21M +$41.5K +134 +2%
CPWL
2929
Coquina Private Wealth LLC
Florida
$2.2M +$2.12M +6,842 New
PFM
2930
Potomac Fund Management
Florida
$2.2M -$265K -857 -11%
TFA
2931
Transamerica Financial Advisors
Florida
$2.2M -$106K -343 -5%
BIA
2932
Beacon Investment Advisors
Maryland
$2.2M +$929 +3 +0%
RWM
2933
Riverbend Wealth Management
South Carolina
$2.2M +$91.6K +296 +5%
WC
2934
Winmill & Co
New Hampshire
$2.19M – – –
GFA
2935
Gallagher Fiduciary Advisors
Illinois
$2.19M +$70.3K +227 +3%
JBC
2936
Jefferson Bridge Capital
Tennessee
$2.19M +$2.1M +6,785 New
RIA
2937
Realta Investment Advisors
Delaware
$2.18M +$51.1K +165 +2%
MFG
2938
Menard Financial Group
Texas
$2.18M +$13.6K +44 +0.7%
RFP
2939
Root Financial Partners
California
$2.18M +$50.5K +163 +2%
CWM
2940
Centurion Wealth Management
Virginia
$2.18M +$26.6K +86 +1%
SSA
2941
Shepherd Street Advisors
California
$2.17M +$2.09M +6,743 New
CFG
2942
Carr Financial Group
Massachusetts
$2.16M -$27.6K -89 -1%
RIM
2943
Redwood Investment Management
Arizona
$2.16M -$77.4K -250 -4%
GDCM
2944
Galaxy Digital Capital Management
New York
$2.16M -$1.28M -4,142 -38%
GWP
2945
Gateway Wealth Partners
Wisconsin
$2.16M +$77.1K +249 +4%
CG
2946
Cynosure Group
Utah
$2.15M -$1.86M -6,018 -47%
TC
2947
TFR Capital
Texas
$2.15M -$21.4K -69 -1%
WF
2948
WinCap Financial
Massachusetts
$2.15M +$19.8K +64 +1%
ACMA
2949
Arbor Capital Management (Alaska)
Alaska
$2.14M -$248K -801 -11%
AGC
2950
Aspen Grove Capital
Colorado
$2.14M -$27.9K -90 -1%
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