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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WMS
3176
Wealth Management Solutions
Pennsylvania
$403K +$1.2K +8 +0.3%
EI
3177
Ellevest Inc
New York
$401K +$40K +267 +11%
WF
3178
Whelan Financial
California
$401K +$39.7K +265 +11%
AWM
3179
Altus Wealth Management
Kentucky
$400K +$7.79K +52 +2%
CFO
3180
Callan Family Office
Pennsylvania
$400K -$408K -2,725 -50%
PI
3181
Parkside Investments
Illinois
$399K +$1.5K +10 +0.4%
PCM
3182
Pennsylvania Capital Management
Pennsylvania
$398K +$6.75K +45 +2%
FFL
3183
Financial Freedom LLC
Ohio
$397K +$1.35K +9 +0.3%
RC
3184
Reik & Co
New York
$396K – – –
HNWA
3185
Henrickson Nauta Wealth Advisors
Michigan
$396K +$19.5K +130 +5%
SL
3186
Summitry LLC
California
$395K – – –
DCM
3187
Deuterium Capital Management
Florida
$393K -$429K -2,859 -51%
WFAG
3188
Wescott Financial Advisory Group
Pennsylvania
$393K -$5.4K -36 -1%
SAF
3189
Smith Anglin Financial
Texas
$392K +$76.6K +511 +23%
BBPWM
3190
Blue Bell Private Wealth Management
Pennsylvania
$392K +$15.9K +106 +4%
ACM
3191
Aljian Capital Management
Nevada
$392K – – –
FWP
3192
Firethorn Wealth Partners
Georgia
$391K -$899 -6 -0.2%
WAOI
3193
Wealth Advisors of Iowa
Iowa
$390K -$2.85K -19 -0.7%
GGI
3194
Godsey & Gibb Inc
Virginia
$390K -$35.4K -236 -8%
W
3195
WorthPointe
California
$390K +$100K +667 +33%
CIM
3196
Contravisory Investment Management
Massachusetts
$390K +$403K +2,686 New
KA
3197
Kure Advisory
Minnesota
$390K +$403K +2,686 New
VC
3198
Veery Capital
Delaware
$389K +$2.25K +15 +0.6%
CWM
3199
CarsonAllaria Wealth Management
Illinois
$388K -$3.9K -26 -1%
MECA
3200
Miller Equity Capital Advisors
Texas
$388K – – –
126 127
128
129 130