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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
3276
Western Pacific Wealth Management
Illinois
$129K +$85.4K +744 +151%
MAM
3277
Marquette Asset Management
Minnesota
$128K -$38.4K -335 -22%
WA
3278
WestEnd Advisors
North Carolina
$126K -$35.8M -311,571 -100%
WAM
3279
Worth Asset Management
Texas
$126K -$4.59K -40 -3%
CMP
3280
Coston McIsaac & Partners
Maine
$126K +$459 +4 +0.3%
OBWP
3281
O'Brien Wealth Partners
Massachusetts
$123K -$3.33K -29 -2%
TCM
3282
TD Capital Management
Tennessee
$123K +$135K +1,173 New
TCCM
3283
Timber Creek Capital Management
Massachusetts
$120K – – –
EC
3284
EdgeRock Capital
Colorado
$115K +$127K +1,105 New
TF
3285
TimeScale Financial
Massachusetts
$114K +$4.93K +43 +4%
IWP
3286
IAG Wealth Partners
Wisconsin
$114K +$23.5K +205 +23%
KFS
3287
Kelly Financial Services
Massachusetts
$113K +$689 +6 +0.6%
TIM
3288
Tevis Investment Management
Texas
$113K +$17.8K +155 +17%
TCM
3289
Tradewinds Capital Management
Washington
$112K +$1.15K +10 +0.9%
OA
3290
Operose Advisors
Wisconsin
$108K – – –
NOI
3291
Newton One Investments
Delaware
$106K – – –
LFA
3292
Legend Financial Advisors
Pennsylvania
$105K +$115K +1,003 New
PP
3293
PrairieView Partners
Minnesota
$104K -$45.9K -400 -29%
FA
3294
Financial Advantage
Maryland
$104K – – –
CWAF
3295
Core Wealth Advisors (Florida)
Florida
$101K +$689 +6 +0.6%
OAJ
3296
Ogorek Anthony Joseph
New York
$100K – – –
RDIA
3297
RE Dickinson Investment Advisors
Iowa
$100K +$39.2K +342 +56%
AWM
3298
Abound Wealth Management
Tennessee
$98.9K +$13.3K +116 +14%
BAM
3299
Baldrige Asset Management
Pennsylvania
$95K – – –
FEG
3300
Financial Enhancement Group
Indiana
$94K – – –
130 131
132
133 134