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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
3526
Cowen Prime Advisors
New York
$211K – – –
WAM
3527
Worth Asset Management
Texas
$210K -$14.2K -103 -7%
RA
3528
Rise Advisors
New York
$210K -$21.6K -157 -10%
JPLA
3529
Joseph P. Lucia & Associates
New York
$210K -$27.5K -200 -12%
DWMG
3530
DB Wealth Management Group
California
$209K +$138 +1 +0.1%
PP
3531
PrairieView Partners
Minnesota
$209K +$58.3K +424 +42%
B
3532
Bensler
Washington
$209K +$197K +1,435 New
QCIG
3533
Quad-Cities Investment Group
Iowa
$209K +$197K +1,434 New
WJA
3534
Willis Johnson & Associates
Texas
$209K -$25K -182 -11%
SFG
3535
Sterling Financial Group
California
$208K +$197K +1,432 New
LAM
3536
Lountzis Asset Management
Pennsylvania
$207K +$184K +1,340 New
CCA
3537
Clearwater Capital Advisors
Illinois
$207K +$195K +1,421 New
BHWM
3538
Beaird Harris Wealth Management
Texas
$206K -$7.98K -58 -4%
KFP
3539
Keystone Financial Planning
Ohio
$206K +$194K +1,413 New
PWA
3540
Peterson Wealth Advisors
Utah
$205K +$193K +1,400 New
CCM
3541
Compton Capital Management
Rhode Island
$204K -$1.51M -10,951 -89%
YWM
3542
Yoder Wealth Management
California
$203K +$192K +1,395 New
AWM
3543
AAF Wealth Management
Massachusetts
$202K -$54.9K -399 -22%
SA
3544
Sicart Associates
New York
$201K +$190K +1,385 New
RWM
3545
Rezny Wealth Management
Florida
$201K -$41.3K -300 -18%
LAM
3546
LifePro Asset Management
California
$201K +$190K +1,381 New
MG
3547
Marex Group
$200K -$910K -6,618 -83%
AFO
3548
Arrowroot Family Office
California
$200K +$189K +1,377 New
KFP
3549
KB Financial Partners
New Jersey
$199K -$825 -6 -0.4%
KFS
3550
Kelly Financial Services
Massachusetts
$196K +$24.1K +175 +15%
140 141
142
143 144