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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
3076
Madison Wealth Partners
Wisconsin
$1.53M -$558K -2,187 -29%
LAS
3077
LWM Advisory Services
Florida
$1.53M -$52.3K -205 -4%
CNTOF
3078
Canandaigua National Trust of Florida
New York
$1.53M -$7.66K -30 -0.6%
SI
3079
Severin Investments
Missouri
$1.52M -$70.9K -278 -5%
HWM
3080
Horizon Wealth Management
Illinois
$1.52M -$46.4K -182 -3%
SOW
3081
State of Wyoming
Wyoming
$1.52M -$37.3K -146 -3%
HA
3082
Hofer & Associates
California
$1.52M +$16.8K +66 +1%
AMCA
3083
Arthur M. Cohen & Associates
Illinois
$1.52M +$128K +500 +11%
FPL
3084
Fortress Private Ledger
North Carolina
$1.51M +$24.8K +97 +2%
KL
3085
KilterHowling LLC
Colorado
$1.51M -$3.83K -15 -0.3%
APWA
3086
Atlas Private Wealth Advisors
New Jersey
$1.51M +$21.4K +84 +2%
PGA
3087
Portland Global Advisors
Maine
$1.51M +$338K +1,326 +34%
PCM
3088
Park Capital Management
Wisconsin
$1.51M -$137K -536 -9%
CSI
3089
Cross Staff Investments
New York
$1.5M +$255 +1 +0%
CA
3090
Centerpoint Advisors
Massachusetts
$1.5M +$8.17K +32 +0.6%
FWI
3091
Facet Wealth Inc
Maryland
$1.5M +$390K +1,529 +43%
DG
3092
DMC Group
Alabama
$1.5M -$212K -832 -14%
EWS
3093
Evergreen Wealth Solutions
Pennsylvania
$1.5M -$81.4K -319 -6%
NCM
3094
Next Capital Management
New York
$1.49M +$1.72M +6,734 +231%
LA
3095
Latitude Advisors
Florida
$1.49M -$12.8K -50 -1%
SI
3096
Seeds Investor
New York
$1.49M +$67.1K +263 +5%
GAA
3097
Guardian Asset Advisors
Pennsylvania
$1.49M +$62.8K +246 +5%
SCM
3098
Sterneck Capital Management
Missouri
$1.49M -$31.4K -123 -2%
LWM
3099
Lionsbridge Wealth Management
Florida
$1.49M -$23K -90 -2%
EL
3100
EWA LLC
Pennsylvania
$1.49M +$123K +481 +10%