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JPMorgan Chase
JPM

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