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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
3576
Creative Capital Management Investments
California
$30K +$28.1K +222 New
GIS
3577
Grayhawk Investment Strategies
Alberta, Canada
$29.8K +$8.81M +69,556 +31,332%
DCM
3578
Disciplina Capital Management
Tennessee
$29.5K +$253 +2 +0.9%
RFS
3579
Retirement Financial Solutions
Tennessee
$26.4K +$25K +197 New
CPFP
3580
Clear Perspectives Financial Planning
Ohio
$24.9K – – –
QL
3581
Quarry LP
New York
$24.8K +$23.4K +185 New
WA
3582
Win Advisors
Florida
$23.3K +$22K +174 New
HWM
3583
HighMark Wealth Management
Minnesota
$21.7K +$253 +2 +1%
PS
3584
PayPay Securities
Japan
$21.3K +$20.1K +159 New
LWA
3585
Lowe Wealth Advisors
Maryland
$20.1K -$6.33K -50 -25%
MWC
3586
MBM Wealth Consultants
Missouri
$20K – – –
BA
3587
Bellwether Advisors
Nebraska
$19.5K -$44.1K -348 -71%
SFCL
3588
Strengthening Families & Communities LLC
Massachusetts
$18K – – –
NECFA
3589
New England Capital Financial Advisors
Connecticut
$17.4K +$16.3K +129 New
LWP
3590
Laurel Wealth Planning
Minnesota
$16.8K -$16.1K -127 -50%
GFL
3591
Granite FO LLC
New Hampshire
$16.4K +$15.1K +119 New
CIR
3592
Clear Investment Research
Georgia
$16K +$127 +1 +0.8%
ST
3593
Sageworth Trust
Pennsylvania
$15K +$5.2K +41 +59%
FCG
3594
Financial Connections Group
California
$14K – – –
SL
3595
Savior LLC
Massachusetts
$13.4K – – –
FWA
3596
FSC Wealth Advisors
New York
$13.3K -$3.55K -28 -22%
MIM
3597
Macroview Investment Management
Maryland
$13.1K +$12.4K +98 New
JMF
3598
Johnson Midwest Financial
Iowa
$13K -$3.67K -29 -23%
RCC
3599
Red Cedar Capital
Nebraska
$13K – – –
FGAM
3600
Financial Gravity Asset Management
Texas
$11.9K -$289K -2,281 -94%
142 143
144
145 146