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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
LS
3126
Leelyn Smith
Illinois
$191K -$12.6K -80 -6%
MFM
3127
MD Financial Management
Ontario, Canada
$186K -$4.81M -30,651 -96%
CWAF
3128
Core Wealth Advisors (Florida)
Florida
$184K -$649K -4,130 -78%
DFCM
3129
Dark Forest Capital Management
Puerto Rico
$184K +$186K +1,184 New
KFP
3130
KB Financial Partners
New Jersey
$183K -$7.22K -46 -4%
TA
3131
Tectonic Advisors
Texas
$174K +$37.5K +239 +27%
HWM
3132
Holloway Wealth Management
Florida
$171K
BBL
3133
Beck Bode LLC
Massachusetts
$170K +$172K +1,094 New
SAM
3134
Sycomore Asset Management
France
$169K
APWA
3135
Atlas Private Wealth Advisors
New Jersey
$167K +$82.5K +525 +96%
SFPG
3136
Stonebridge Financial Planning Group
Florida
$166K
FEG
3137
Financial Enhancement Group
Indiana
$165K -$10.4K -66 -6%
FFG
3138
Ford Financial Group
California
$165K +$167K +1,064 New
RFWA
3139
RPg Family Wealth Advisory
Massachusetts
$163K +$165K +1,050 New
CCM
3140
Cribstone Capital Management
Maine
$163K
LAM
3141
Lountzis Asset Management
Pennsylvania
$163K
PSIWM
3142
Paradigm Strategies in Wealth Management
Minnesota
$163K +$157 +1 +0.1%
DOA
3143
D'Orazio & Associates
Virginia
$161K
Nisa Investment Advisors
3144
Nisa Investment Advisors
Missouri
$160K -$10.5M -66,813 -6%
NOI
3145
Newton One Investments
Delaware
$158K
FGAM
3146
Financial Gravity Asset Management
Texas
$156K -$942 -6 -8%
PP
3147
PrairieView Partners
Minnesota
$156K
CCM
3148
Cutler Capital Management
Massachusetts
$155K
BAM
3149
Baldrige Asset Management
Pennsylvania
$155K +$156K +996 New
CFN
3150
Cordasco Financial Network
Florida
$148K