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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3326
Act Wealth Management
Texas
$317K +$5.1K +34 +2%
IWM
3327
Integris Wealth Management
California
$316K +$13.6K +91 +4%
BWCS
3328
Beirne Wealth Consulting Services
Connecticut
$315K – – –
NWA
3329
New World Advisors
Massachusetts
$315K +$30.3K +202 +10%
FAN
3330
Financial Advisors Network
California
$315K +$325K +2,170 New
HW
3331
Hamilton Wealth
California
$314K +$16.2K +108 +5%
CFG
3332
Compton Financial Group
Maryland
$314K – – –
TAM
3333
Tucker Asset Management
Colorado
$313K +$39.1K +261 +14%
RWA
3334
Rooted Wealth Advisors
Illinois
$313K -$19.5K -130 -6%
IA
3335
Inspire Advisors
Idaho
$312K +$6.9K +46 +2%
MA
3336
Mezzasalma Advisors
New Jersey
$312K +$10.2K +68 +3%
MPW
3337
MGO Private Wealth
California
$311K +$321K +2,144 New
WP
3338
Wealthspan Partners
Iowa
$310K -$14.7K -98 -4%
KFS
3339
Kaizen Financial Strategies
California
$310K +$600 +4 +0.2%
CWA
3340
Consilio Wealth Advisors
Washington
$308K -$45.7K -305 -12%
SC
3341
Sykon Capital
New York
$307K +$318K +2,119 New
WA
3342
Waterford Advisors
New York
$307K +$48.7K +325 +18%
VFP
3343
Verus Financial Partners
Virginia
$306K +$150 +1 +0%
NSG
3344
Nalls Sherbakoff Group
Tennessee
$306K -$47.5K -317 -13%
MG
3345
Marex Group
$305K +$109K +724 +53%
HKIMG
3346
Hutchens & Kramer Investment Management Group
Indiana
$305K +$300 +2 +0.1%
CL
3347
CSS LLC
Illinois
$305K – – –
ZAM
3348
Zevin Asset Management
Massachusetts
$304K +$315K +2,099 New
BCMLT
3349
Beacon Capital Management LLC (Tennessee)
Tennessee
$304K – – –
CYG
3350
Clean Yield Group
Vermont
$304K -$22K -147 -7%
132 133
134
135 136