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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WOSD
3601
WFA of San Diego
California
$108K +$102K +741 New
EWP
3602
Elevation Wealth Partners
California
$107K – – –
FA
3603
Financial Avengers
California
$105K +$550 +4 +0.6%
RI
3604
Ridgewood Investments
New Jersey
$105K -$74.5K -542 -43%
GWMI
3605
Guardian Wealth Management (Illinois)
Illinois
$103K +$688 +5 +0.7%
LSA
3606
Lansing Street Advisors
Pennsylvania
$99.1K +$550 +4 +0.6%
ACM
3607
Antonetti Capital Management
Florida
$98.8K -$9.08K -66 -9%
MCA
3608
Maryland Capital Advisors
Maryland
$98.6K +$14.2K +103 +18%
DCM
3609
Disciplina Capital Management
Tennessee
$97.5K +$63.4K +461 +221%
DF
3610
DecisionPoint Financial
Arizona
$88.7K -$3.16K -23 -4%
APW
3611
Acima Private Wealth
Virginia
$82.8K – – –
TWD
3612
True Wealth Design
Ohio
$82.1K -$9.35K -68 -11%
VFIC
3613
Valley Forge Investment Consultants
Pennsylvania
$81.9K – – –
HCM
3614
Horrell Capital Management
Arkansas
$80K – – –
TWP
3615
TFO Wealth Partners
Ohio
$78K – – –
GWSA
3616
Global Wealth Strategies & Associates
Colorado
$74.9K -$2.75K -20 -4%
QL
3617
Quarry LP
New York
$73.9K -$34.1K -248 -33%
RAM
3618
Riggs Asset Management
Pennsylvania
$73K -$3.16K -23 -4%
MFG
3619
Mendota Financial Group
Wisconsin
$70.2K -$2.2K -16 -3%
MWA
3620
Miller Wealth Advisors
Colorado
$66.9K +$63.3K +460 New
IHWM
3621
Iron Horse Wealth Management
Iowa
$66.2K – – –
HC
3622
Hoese & Co
Minnesota
$64.7K -$138K -1,003 -69%
VF
3623
VitalStone Financial
Texas
$61K +$63.7K +463 +46,300%
APC
3624
Aspire Private Capital
North Carolina
$60.7K +$138 +1 +0.2%
CMA
3625
Cedar Mountain Advisors
Oregon
$59.5K +$2.48K +18 +5%
143 144
145
146 147