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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
3051
Holistic Planning
Texas
$954K +$99.2K +471 +12%
PW
3052
Paladin Wealth
Minnesota
$951K +$950K +4,511 New
HSG
3053
Helen Stephens Group
Texas
$951K -$27.2K -129 -3%
CI
3054
Cavalier Investments
Georgia
$950K +$58.1K +276 +7%
APC
3055
Aspire Private Capital
North Carolina
$949K +$18.5K +88 +2%
LWM
3056
Liberty Wealth Management
California
$945K -$9.88M -46,892 -91%
MW
3057
Maia Wealth
Colorado
$944K +$22.7K +108 +3%
GOCP
3058
Great Oak Capital Partners
Massachusetts
$944K – – –
MFG
3059
Mainsail Financial Group
Washington
$942K -$105K -498 -10%
WA
3060
Westfuller Advisors
New York
$941K +$940K +4,462 New
ECM
3061
Elgethun Capital Management
South Dakota
$940K +$421 +2 +0%
BCM
3062
Brown Capital Management
Maryland
$939K -$4K -19 -0.4%
CCP
3063
Cassia Capital Partners
North Carolina
$939K -$70.6K -335 -7%
TFCP
3064
Twin Focus Capital Partners
Massachusetts
$939K – – –
HAS
3065
HBW Advisory Services
California
$939K +$20.4K +97 +2%
DEM
3066
Disciplined Equity Management
Florida
$937K -$88.5K -420 -9%
FC
3067
FCA Corp
Texas
$934K -$6.53K -31 -0.7%
EWA
3068
ERTS Wealth Advisors
Michigan
$933K -$37.3K -177 -4%
TA
3069
TPG Advisors
Illinois
$932K +$843 +4 +0.1%
HIS
3070
Harvest Investment Services
Illinois
$931K +$36.9K +175 +4%
RIS
3071
Retirement Income Solutions
Michigan
$928K – – –
DWG
3072
Darden Wealth Group
Michigan
$926K +$2.11K +10 +0.2%
WCM
3073
Wedge Capital Management
North Carolina
$924K +$12.8K +61 +1%
BP
3074
BWM Planning
Texas
$924K +$923K +4,384 New
CFLC
3075
California First Leasing Corp
California
$924K – – –
121 122
123
124 125