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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
3126
Advance Capital Management
Michigan
$378K +$17.1K +125 +5%
BW
3127
Basepoint Wealth
Iowa
$377K +$5.89K +43 +2%
WAOI
3128
Wealth Advisors of Iowa
Iowa
$376K -$27.1K -198 -6%
JGIA
3129
Jackson Grant Investment Advisers
Connecticut
$375K +$29.6K +216 +8%
CRIG
3130
Charter Research & Investment Group
Connecticut
$374K +$2.88K +21 +0.7%
PWMA
3131
Pension & Wealth Management Advisors
Massachusetts
$373K -$17.8K -130 -4%
RIA
3132
Richwood Investment Advisors
Ohio
$372K
FWM
3133
FSA Wealth Management
Massachusetts
$371K -$23.2K -169 -6%
AW
3134
Avion Wealth
Texas
$370K +$2.88K +21 +0.8%
SHFP
3135
Second Half Financial Partners
Florida
$370K -$37.4K -273 -9%
CIA
3136
Cape Investment Advisory
Georgia
$369K +$388K +2,835 New
GGI
3137
Godsey & Gibb Inc
Virginia
$367K +$386K +2,819 New
MFGM
3138
Marshall Financial Group (Maryland)
Maryland
$366K -$4.52K -33 -1%
Renaissance Technologies
3139
Renaissance Technologies
New York
$366K +$385K +2,809 New
IPW
3140
Intergy Private Wealth
Colorado
$366K +$14.9K +109 +4%
SG
3141
Strid Group
Pennsylvania
$365K
MMHP
3142
Murphy Middleton Hinkle & Parker
Georgia
$362K
HKAM
3143
Horizon Kinetics Asset Management
New York
$360K +$28.8K +210 +8%
TWP
3144
Tower Wealth Partners
Pennsylvania
$359K +$8.63K +63 +2%
PP
3145
Patron Partners
Texas
$359K -$14K -102 -4%
PCM
3146
Pennsylvania Capital Management
Pennsylvania
$358K
CWM
3147
CarsonAllaria Wealth Management
Illinois
$358K +$1.51K +11 +0.4%
AWS
3148
Arkfeld Wealth Strategies
Nebraska
$357K +$44.5K +325 +13%
IP
3149
Isthmus Partners
Wisconsin
$357K +$14.4K +105 +4%
PWM
3150
PRW Wealth Management
Massachusetts
$357K