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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
3601
Coastwise Capital Group
California
$1.13M -$62.7K -202 -6%
NRI
3602
NFP Retirement Inc
California
$1.13M +$13.7K +44 +1%
BAM
3603
Bellevue Asset Management
Washington
$1.13M +$3.1K +10 +0.3%
FCM
3604
Firestone Capital Management
Florida
$1.13M -$3.73K -12 -0.3%
ONSWM
3605
Old North State Wealth Management
North Carolina
$1.13M +$13.4K +43 +1%
VF
3606
Vawter Financial
Ohio
$1.13M +$36K +116 +3%
QPW
3607
Quantum Private Wealth
Florida
$1.13M -$3.1K -10 -0.3%
BTC
3608
Bank & Trust Company
Illinois
$1.13M +$25.2K +81 +2%
GCL
3609
Gouws Capital LLC
North Carolina
$1.12M – – –
CSWG
3610
Cardinal Strategic Wealth Guidance
Kentucky
$1.12M -$35.4K -114 -3%
ACA
3611
Ascension Capital Advisors
Texas
$1.12M +$39.1K +126 +4%
HFO
3612
Heritage Family Offices
Arizona
$1.12M +$319K +1,027 +43%
PEWA
3613
Pacific Excel Wealth Advisors
California
$1.12M +$686K +2,209 +182%
HCP
3614
Holt Capital Partners
Texas
$1.12M +$170K +546 +19%
FDS
3615
Freedom Day Solutions
Texas
$1.12M +$588K +1,895 +124%
MAM
3616
Mainsail Asset Management
Alabama
$1.12M -$306K -984 -23%
CAU
3617
Caxton Associates (UK)
$1.12M -$304K -978 -22%
EWP
3618
Elevation Wealth Partners
California
$1.12M +$56.2K +181 +6%
HF
3619
Holcombe Financial
Georgia
$1.12M +$81.1K +261 +8%
BI
3620
Beckerman Institutional
New Jersey
$1.11M – – –
ACA
3621
Ackerman Capital Advisors
Texas
$1.11M +$19.3K +62 +2%
MWM
3622
Maltin Wealth Management
New Jersey
$1.11M -$3.42K -11 -0.3%
TWP
3623
Tenet Wealth Partners
Illinois
$1.11M +$968K +3,118 New
OWG
3624
Oxford Wealth Group
Florida
$1.11M -$33.9K -109 -3%
TCM
3625
TruNorth Capital Management
Michigan
$1.11M +$4.66K +15 +0.4%
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