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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TS
3051
Tamar Securities
California
$293K +$344 +3 +0.1%
SFWC
3052
Strategic Family Wealth Counselors
New Jersey
$293K +$13.8K +120 +4%
DWM
3053
Darwin Wealth Management
Florida
$292K -$39.5K -344 -12%
FSC
3054
Full Sail Capital
Oklahoma
$292K -$7.57K -66 -2%
MMHP
3055
Murphy Middleton Hinkle & Parker
Georgia
$291K – – –
CWM
3056
CarsonAllaria Wealth Management
Illinois
$290K +$110K +955 +52%
OCG
3057
Opus Capital Group
Ohio
$289K -$283K -2,465 -47%
ACM
3058
Advance Capital Management
Michigan
$289K +$23.5K +205 +8%
CHA
3059
Cooper/Haims Advisors
New York
$288K -$11.2K -98 -3%
BFAG
3060
Blackston Financial Advisory Group
Florida
$288K +$263K +2,290 New
AP
3061
Arlington Partners
Alabama
$287K -$212K -1,850 -40%
ASC
3062
Atalanta Sosnoff Capital
New York
$287K -$56.2K -490 -15%
AW
3063
Avion Wealth
Texas
$287K -$2.87K -25 -0.9%
BDFN
3064
Bond & Devick Financial Network
Minnesota
$287K – – –
FA
3065
Fountainhead AM
New Jersey
$287K +$1.84K +16 +0.6%
SCFS
3066
S.C. Financial Services
Arizona
$287K +$49.5K +431 +19%
WI
3067
Wedgewood Investors
Pennsylvania
$286K – – –
DA
3068
Drake & Associates
Wisconsin
$286K +$59.2K +516 +23%
RC
3069
Reik & Co
New York
$284K – – –
MWM
3070
Madison Wealth Management
Ohio
$283K +$7.57K +66 +2%
BWG
3071
Beta Wealth Group
California
$282K +$310K +2,700 New
ETH
3072
Exos TFP Holdings
New York
$280K +$307K +2,679 New
CF
3073
Corrigan Financial
Rhode Island
$279K +$230 +2 +0.1%
FWP
3074
Firethorn Wealth Partners
Georgia
$279K -$18.7K -163 -6%
DSAM
3075
Dock Street Asset Management
Florida
$279K – – –
121 122
123
124 125