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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
3226
Ellevest Inc
New York
$363K +$177K +1,286 +106%
FWMM
3227
Foundation Wealth Management (Missouri)
Missouri
$362K -$9.08K -66 -3%
PWMA
3228
Pension & Wealth Management Advisors
Massachusetts
$361K +$290K +2,106 +74%
CWA
3229
Consilio Wealth Advisors
Washington
$358K +$51.9K +377 +18%
GAMC
3230
Garner Asset Management Corp
Texas
$358K -$19.5K -142 -5%
AL
3231
Arnhold LLC
New York
$357K – – –
CCA
3232
Covey Capital Advisors
Georgia
$356K – – –
MAP
3233
Milestone Advisory Partners
North Carolina
$356K -$1.38K -10 -0.4%
CCP
3234
Carmel Capital Partners
California
$354K +$9.21K +67 +3%
LIM
3235
Lathrop Investment Management
Arkansas
$354K -$13.8K -100 -4%
MAM
3236
Marotta Asset Management
Virginia
$352K +$333K +2,422 New
NC
3237
NovaPoint Capital
Georgia
$352K +$138 +1 +0%
BIG
3238
Builder Investment Group
Georgia
$352K – – –
IAP
3239
Indie Asset Partners
Indiana
$350K +$138 +1 +0%
AFAS
3240
Acorn Financial Advisory Services
Virginia
$349K +$107K +776 +48%
AWM
3241
Atticus Wealth Management
Florida
$349K -$18.2K -132 -5%
KIA
3242
Kraematon Investment Advisors
Massachusetts
$348K +$2.2K +16 +0.7%
SAM
3243
SP Asset Management
California
$348K +$29.3K +213 +10%
AR
3244
Apeiron RIA
Texas
$346K -$10.3K -75 -3%
AWM
3245
Avondale Wealth Management
Texas
$345K -$172K -1,250 -34%
PS
3246
Planned Solutions
California
$345K – – –
IWN
3247
Independent Wealth Network
Iowa
$344K +$4.95K +36 +2%
SWG
3248
Summit Wealth Group
Vermont
$344K -$42M -305,689 -99%
DWM
3249
Darwin Wealth Management
Florida
$343K – – –
WFO
3250
Wealthgate Family Office
Colorado
$343K – – –
128 129
130
131 132