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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
3376
Ellevest Inc
New York
$1.07M -$48K -188 -5%
BCM
3377
BluePath Capital Management
Georgia
$1.07M +$7.4K +29 +0.8%
CSI
3378
Clark & Stuart Inc
Maine
$1.07M +$941K +3,689 New
I
3379
InceptionR
California
$1.07M +$941K +3,688 New
IWP
3380
Invenio Wealth Partners
Florida
$1.07M +$26.8K +105 +3%
SPI
3381
Santori & Peters Inc
Pennsylvania
$1.07M +$2.55K +10 +0.3%
SWP
3382
Semus Wealth Partners
Florida
$1.07M +$4.85K +19 +0.5%
1W
3383
1776 Wealth
Georgia
$1.07M +$6.38K +25 +0.7%
NC
3384
North Capital
Utah
$1.07M +$2.81K +11 +0.3%
PCI
3385
Planning Center Inc
Illinois
$1.07M -$241K -946 -20%
RA
3386
Rise Advisors
New York
$1.06M +$53.8K +211 +6%
RA
3387
Rational Advisors
New York
$1.06M +$225K +883 +32%
WCP
3388
Wealthcare Capital Partners
Pennsylvania
$1.06M +$44.4K +174 +5%
BBPWM
3389
Blue Bell Private Wealth Management
Pennsylvania
$1.06M +$221K +866 +31%
MWM
3390
MBE Wealth Management
Wisconsin
$1.05M +$31.6K +124 +4%
FWA
3391
Flagship Wealth Advisors
Massachusetts
$1.05M +$6.38K +25 +0.7%
KOC
3392
Koss-Olinger Consulting
Florida
$1.05M -$27.3K -107 -3%
GPWM
3393
Grant Private Wealth Management
California
$1.05M -$956K -3,746 -51%
CFP
3394
Cascade Financial Partners
California
$1.05M +$115K +450 +14%
TFA
3395
Tranquilli Financial Advisor
New Jersey
$1.05M -$53.8K -211 -6%
HNWA
3396
Henrickson Nauta Wealth Advisors
Michigan
$1.05M +$26K +102 +3%
GFWA
3397
Grey Fox Wealth Advisors
Delaware
$1.05M -$3.06K -12 -0.3%
HI
3398
Humankind Investments
New York
$1.04M -$147K -578 -14%
SC
3399
Summa Corp
Texas
$1.04M -$102K -400 -10%
CF
3400
Cyr Financial
Illinois
$1.04M +$224K +879 +32%
134 135
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