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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
3126
Brickley Wealth Management
California
$202K +$194K +1,235 New
WLIM
3127
White Lighthouse Investment Management
Massachusetts
$201K -$15.7K -100 -8%
CWAF
3128
Core Wealth Advisors (Florida)
Florida
$180K -$13.6K -87 -7%
HWM
3129
Holloway Wealth Management
Florida
$180K
MS
3130
Mizuho Securities
Japan
$179K +$86.4K +551 +102%
TF
3131
TimeScale Financial
Massachusetts
$177K -$26.7K -170 -14%
MFM
3132
MD Financial Management
Ontario, Canada
$176K -$19.6K -125 -10%
APWA
3133
Atlas Private Wealth Advisors
New Jersey
$176K +$314 +2 +0.2%
KFS
3134
Kelly Financial Services
Massachusetts
$174K -$28.9M -184,318 -99%
LAM
3135
Lountzis Asset Management
Pennsylvania
$172K
RFWA
3136
RPg Family Wealth Advisory
Massachusetts
$172K
CCM
3137
Cribstone Capital Management
Maine
$171K
Nisa Investment Advisors
3138
Nisa Investment Advisors
Missouri
$167K -$1.44M -9,189 -0.9%
FEG
3139
Financial Enhancement Group
Indiana
$167K -$6.74K -43 -4%
NOI
3140
Newton One Investments
Delaware
$167K
OBWP
3141
O'Brien Wealth Partners
Massachusetts
$165K -$91.7K -585 -37%
CCM
3142
Cutler Capital Management
Massachusetts
$164K
FGAM
3143
Financial Gravity Asset Management
Texas
$164K
PP
3144
PrairieView Partners
Minnesota
$164K
ITFISA
3145
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$163K +$53.5K +341 +52%
SFPG
3146
Stonebridge Financial Planning Group
Florida
$162K -$15.7K -100 -10%
JWM
3147
Janiczek Wealth Management
Colorado
$160K +$18.5K +118 +14%
BAM
3148
Baldrige Asset Management
Pennsylvania
$156K -$6.9K -44 -4%
OAJ
3149
Ogorek Anthony Joseph
New York
$155K +$5.96K +38 +4%
VCM
3150
Versant Capital Management
Arizona
$151K +$17.7K +113 +14%