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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
3601
FORA Capital
Florida
$1.02M +$1.05M +3,460 New
HW
3602
Hamilton Wealth
California
$1.01M -$395K -1,300 -27%
QPW
3603
Quantum Private Wealth
Florida
$1.01M +$11.2K +37 +1%
BAM
3604
Bellevue Asset Management
Washington
$1.01M +$3.04K +10 +0.3%
BEW
3605
Burton Enright Welch
California
$1.01M +$125K +413 +14%
PPC
3606
Pennington Partners & Co
Maryland
$1.01M +$146K +482 +16%
RW
3607
RVW Wealth
California
$1.01M -$373K -1,230 -26%
GCL
3608
Gouws Capital LLC
North Carolina
$1.01M -$42.5K -140 -4%
WPW
3609
Watershed Private Wealth
Illinois
$1.01M -$118K -388 -10%
HFS
3610
Hopwood Financial Services
Virginia
$1.01M -$159K -525 -13%
HC
3611
Hamilton Capital
Ohio
$1.01M -$388K -1,277 -27%
BFWM
3612
Bright Futures Wealth Management
New York
$1.01M -$31.3K -103 -3%
NRI
3613
NFP Retirement Inc
California
$1M +$7.59K +25 +0.7%
WSA
3614
Wealth Science Advisors
Georgia
$1M – – –
MWM
3615
Maltin Wealth Management
New Jersey
$1M -$31K -102 -3%
SGCM
3616
Sanchez Gaunt Capital Management
Nevada
$1M +$1.03M +3,408 New
FFO
3617
Fortitude Family Office
Arizona
$1M -$1.79M -5,905 -63%
ACC
3618
Acorn Creek Capital
Colorado
$1M +$5.77K +19 +0.6%
ONSWM
3619
Old North State Wealth Management
North Carolina
$1M -$12.4K -41 -1%
BI
3620
Beckerman Institutional
New Jersey
$1M – – –
SP
3621
Symmetry Partners
Connecticut
$998K +$154K +507 +18%
TWM
3622
TCFG Wealth Management
California
$998K +$16.4K +54 +2%
TIA
3623
TCFG Investment Advisors
California
$998K +$1.03M +3,393 New
GWM
3624
Greenline Wealth Management
Florida
$998K +$242K +799 +31%
FGWP
3625
Founders Grove Wealth Partners
Virginia
$995K +$13.4K +44 +1%
143 144
145
146 147