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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
3501
PFG Private Wealth Management
Florida
$159K -$190K -1,388 -53%
EI
3502
Ellevest Inc
New York
$158K -$37K -270 -18%
IWP
3503
IAG Wealth Partners
Wisconsin
$156K +$27.4K +200 +20%
TCM
3504
TD Capital Management
Tennessee
$154K -$8.77K -64 -5%
KFS
3505
Kelly Financial Services
Massachusetts
$153K +$11.1K +81 +7%
TCWA
3506
Ten Capital Wealth Advisors
Washington
$150K +$33K +241 +27%
LFA
3507
Legend Financial Advisors
Pennsylvania
$145K -$9.73K -71 -6%
HIM
3508
Hillsdale Investment Management
Ontario, Canada
$143K +$13.7K +100 +10%
TF
3509
TimeScale Financial
Massachusetts
$142K -$137 -1 -0.1%
BIA
3510
Bell Investment Advisors
California
$141K -$11.2K -82 -7%
TCM
3511
Tradewinds Capital Management
Washington
$139K -$18.9K -138 -11%
AWM
3512
Abound Wealth Management
Tennessee
$139K +$12.9K +94 +10%
SCA
3513
Sander Capital Advisors
Washington
$138K +$96.6K +705 +201%
CCMI
3514
Creative Capital Management Investments
California
$134K +$110K +806 +363%
NOI
3515
Newton One Investments
Delaware
$133K – – –
PP
3516
PrairieView Partners
Minnesota
$132K +$1.78K +13 +1%
IUHSA
3517
Itau Unibanco Holding S.A.
Brazil
$130K +$137K +1,001 New
MS
3518
Mizuho Securities
Japan
$130K -$185K -1,350 -57%
TA
3519
Teramo Advisors
Florida
$130K -$68.5K -500 -33%
OAJ
3520
Ogorek Anthony Joseph
New York
$125K – – –
PO
3521
Private Ocean
California
$124K +$19.6K +143 +18%
FSWA
3522
Financial Synergies Wealth Advisors
Texas
$124K +$82.8K +604 +174%
RDIA
3523
RE Dickinson Investment Advisors
Iowa
$124K – – –
HFS
3524
HBC Financial Services
Washington
$124K +$137 +1 +0.1%
TCCM
3525
Timber Creek Capital Management
Massachusetts
$124K -$27.4K -200 -17%
139 140
141
142 143