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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
DF
3576
Dunhill Financial
United Kingdom
$155K +$145K +1,053 New
SCA
3577
Sander Capital Advisors
Washington
$154K
CPG
3578
Cornerstone Planning Group
New Jersey
$154K +$145K +1,055 New
HFS
3579
HBC Financial Services
Washington
$152K +$13.8K +100 +11%
MFA
3580
McClarren Financial Advisors
Pennsylvania
$151K +$55.6K +404 +63%
CFS
3581
CGC Financial Services
Oregon
$150K +$142K +1,034 New
NOI
3582
Newton One Investments
Delaware
$149K +$963 +7 +0.7%
TA
3583
Teramo Advisors
Florida
$145K
IWP
3584
IAG Wealth Partners
Wisconsin
$145K -$27.5K -200 -17%
CWAF
3585
Core Wealth Advisors (Florida)
Florida
$144K +$11.1K +81 +9%
NNPTE
3586
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$144K -$492K -3,579 -78%
HIM
3587
Hillsdale Investment Management
Ontario, Canada
$141K -$17.9K -130 -12%
TCCM
3588
Timber Creek Capital Management
Massachusetts
$139K +$1.1K +8 +0.8%
RDIA
3589
RE Dickinson Investment Advisors
Iowa
$139K
OAJ
3590
Ogorek Anthony Joseph
New York
$138K -$1.65K -12 -1%
Capstone Investment Advisors
3591
Capstone Investment Advisors
New York
$137K +$129K +939 New
2L
3592
25 LLC
Missouri
$134K +$1.1K +8 +0.9%
FSWA
3593
Financial Synergies Wealth Advisors
Texas
$128K -$9.63K -70 -7%
SFCL
3594
Strengthening Families & Communities LLC
Massachusetts
$127K +$102K +742 +566%
PPWM
3595
PFG Private Wealth Management
Florida
$126K -$49K -356 -29%
OBWP
3596
O'Brien Wealth Partners
Massachusetts
$119K +$6.46K +47 +6%
WAM
3597
WFA Asset Management
Wisconsin
$115K +$688 +5 +0.6%
IPW
3598
Impact Partnership Wealth
Georgia
$111K +$105K +761 New
GAG
3599
Goodman Advisory Group
Massachusetts
$109K -$5.52M -40,098 -98%
MFT
3600
Moisand Fitzgerald Tamayo
Florida
$109K -$8.25K -60 -7%