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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KC
3551
Knuff & Co
California
$464K – – –
CC
3552
Cultivar Capital
Texas
$464K – – –
LSA
3553
Lansing Street Advisors
Pennsylvania
$463K +$17.7K +84 +4%
FA
3554
Fermata Advisors
California
$463K +$31.6K +150 +7%
GAMC
3555
Garner Asset Management Corp
Texas
$463K +$421 +2 +0.1%
BBWP
3556
Beacon Bridge Wealth Partners
Pennsylvania
$462K – – –
FPCG
3557
Forum Private Client Group
Indiana
$459K -$843 -4 -0.2%
BIG
3558
Builder Investment Group
Georgia
$458K -$4.42K -21 -1%
OPWM
3559
Oxinas Partners Wealth Management
Indiana
$457K +$93.5K +444 +26%
CMS
3560
Capital Market Strategies
Florida
$456K +$2.74K +13 +0.6%
IVP
3561
Intrinsic Value Partners
Arizona
$456K -$20K -95 -4%
RWA
3562
Rooted Wealth Advisors
Illinois
$455K +$250K +1,187 +122%
OWP
3563
ORG Wealth Partners
Texas
$455K +$454K +2,155 New
MWM
3564
Mindset Wealth Management
Indiana
$454K +$454K +2,154 New
OA
3565
Oxbow Advisors
Texas
$453K +$14.7K +70 +3%
CM
3566
Capula Management
Cayman Islands
$453K +$398K +1,888 +729%
PWM
3567
Power Wealth Management
Georgia
$451K +$114K +541 +34%
TWP
3568
Tower Wealth Partners
Pennsylvania
$449K -$2.32K -11 -0.5%
TPWA
3569
Twin Peaks Wealth Advisors
California
$448K +$45.3K +215 +11%
MWM
3570
Mascoma Wealth Management
New Hampshire
$448K – – –
NWA
3571
New World Advisors
Massachusetts
$447K +$211 +1 +0%
BCB
3572
Brian C. Broderick
$445K – – –
DWM
3573
Darwin Wealth Management
Florida
$443K -$14.1K -67 -3%
CFG
3574
Compton Financial Group
Maryland
$442K – – –
BPWM
3575
Black Point Wealth Management
Florida
$442K -$40.9K -194 -8%
141 142
143
144 145