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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWG
3176
Darden Wealth Group
Michigan
$1.35M -$53.6K -210 -4%
SM
3177
Salzhauer Michael
$1.35M -$128K -500 -10%
CAM
3178
Campion Asset Management
Virginia
$1.35M -$47K -184 -4%
BSHC
3179
Breed's Hill Capital
Massachusetts
$1.35M +$8.93K +35 +0.8%
ECA
3180
Elevated Capital Advisors
Utah
$1.34M – – –
HC
3181
Hara Capital
Washington
$1.34M -$149K -585 -11%
MC
3182
Matisse Capital
Oregon
$1.34M – – –
PIM
3183
Profit Investment Management
Maryland
$1.34M -$47K -184 -4%
BP
3184
BWM Planning
Texas
$1.34M +$58.4K +229 +5%
KBFS
3185
Kohmann Bosshard Financial Services
Ohio
$1.34M +$1.28K +5 +0.1%
NWA
3186
Navis Wealth Advisors
New York
$1.34M -$11.7K -46 -1%
CFA
3187
CWS Financial Advisors
Michigan
$1.33M -$67.9K -266 -5%
APW
3188
Aventura Private Wealth
Florida
$1.33M -$6.89K -27 -0.6%
WA
3189
Westfuller Advisors
New York
$1.33M +$32.7K +128 +3%
FSC
3190
Full Sail Capital
Oklahoma
$1.32M -$171K -669 -13%
WF
3191
Wayfinding Financial
Washington
$1.32M -$82.7K -324 -7%
KW
3192
Keyvantage Wealth
Pennsylvania
$1.32M -$24.5K -96 -2%
CWP
3193
Curated Wealth Partners
California
$1.32M – – –
IWA
3194
Inspirion Wealth Advisors
Illinois
$1.32M +$30.4K +119 +3%
GAM
3195
Gemmer Asset Management
California
$1.31M +$61.5K +241 +6%
S
3196
Sachetta
Massachusetts
$1.31M -$108K -425 -9%
HFA
3197
Highland Financial Advisors
New Jersey
$1.31M – – –
RFP
3198
Root Financial Partners
California
$1.31M +$393K +1,541 +52%
MFG
3199
Mainsail Financial Group
Washington
$1.31M -$1.02K -4 -0.1%
ONST
3200
Old North State Trust
North Carolina
$1.31M +$75.5K +296 +7%
126 127
128
129 130