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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
3576
Disciplina Capital Management
Tennessee
$27.2K -$1.51K -11 -5%
CPFP
3577
Clear Perspectives Financial Planning
Ohio
$24.2K – – –
LWA
3578
Lowe Wealth Advisors
Maryland
$22.2K +$2.74K +20 +13%
MWC
3579
MBM Wealth Consultants
Missouri
$20K – – –
RG
3580
Richelieu Gestion
France
$20K +$20.6K +150 New
NECFA
3581
New England Capital Financial Advisors
Connecticut
$16.8K – – –
CIR
3582
Clear Investment Research
Georgia
$15.9K +$137 +1 +0.8%
WA
3583
WestEnd Advisors
North Carolina
$15.2K -$164K -1,194 Closed
SV
3584
Sturgeon Ventures
United Kingdom
$15K +$15.8K +115 New
AWM
3585
Activest Wealth Management
Florida
$13.1K -$1.77M -12,895 -99%
SL
3586
Savior LLC
Massachusetts
$13K – – –
KM
3587
Kalos Management
Georgia
$13K +$13.7K +100 New
FCG
3588
Financial Connections Group
California
$13K – – –
FWA
3589
FSC Wealth Advisors
New York
$12.9K – – –
CWA
3590
Carolina Wealth Advisors
South Carolina
$12.9K +$1.92K +14 +16%
PS
3591
PayPay Securities
Japan
$12.8K -$8.36K -61 -38%
JMF
3592
Johnson Midwest Financial
Iowa
$12.6K +$137 +1 +1%
BA
3593
Bellwether Advisors
Nebraska
$12.6K -$6.71K -49 -34%
TJHA
3594
Thomas J. Herzfeld Advisors
Florida
$10.9K – – –
CAM
3595
ClariVest Asset Management
California
$10K +$274 +2 +3%
CM
3596
Cornerstone Management
Georgia
$9.12K – – –
RG
3597
Retirement Group
California
$9K +$6.58K +48 +240%
SHIM
3598
Stone House Investment Management
Pennsylvania
$8.55K +$9.04K +66 New
HH
3599
HWG Holdings
Texas
$8.21K – – –
JFG
3600
JDM Financial Group
Texas
$7.82K -$2.33K -17 -22%
142 143
144
145 146