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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
3626
RVW Wealth
California
$126K +$130K +868 New
OBWP
3627
O'Brien Wealth Partners
Massachusetts
$121K +$2.7K +18 +2%
WAM
3628
WFA Asset Management
Wisconsin
$116K +$750 +5 +0.6%
FSWA
3629
Financial Synergies Wealth Advisors
Texas
$114K -$14.8K -99 -11%
MFT
3630
Moisand Fitzgerald Tamayo
Florida
$112K +$3.9K +26 +3%
FA
3631
Financial Avengers
California
$108K +$4.35K +29 +4%
EWP
3632
Elevation Wealth Partners
California
$107K +$150 +1 +0.1%
GWMI
3633
Guardian Wealth Management (Illinois)
Illinois
$104K +$600 +4 +0.6%
MCA
3634
Maryland Capital Advisors
Maryland
$98.3K – – –
DCM
3635
Disciplina Capital Management
Tennessee
$97.8K +$600 +4 +0.6%
RAM
3636
Riggs Asset Management
Pennsylvania
$91.7K +$19.5K +130 +26%
ACM
3637
Antonetti Capital Management
Florida
$91.2K -$7.5K -50 -7%
DF
3638
DecisionPoint Financial
Arizona
$90.2K +$1.8K +12 +2%
APW
3639
Acima Private Wealth
Virginia
$82.5K – – –
VFIC
3640
Valley Forge Investment Consultants
Pennsylvania
$81.6K – – –
SIA
3641
SkyView Investment Advisors
New Jersey
$79K -$2.33M -15,559 -97%
HCM
3642
Horrell Capital Management
Arkansas
$79K +$150 +1 +0.2%
CFS
3643
CGC Financial Services
Oregon
$77.4K -$75K -500 -48%
GWSA
3644
Global Wealth Strategies & Associates
Colorado
$74.7K – – –
CCM
3645
Copeland Capital Management
Pennsylvania
$72.5K -$273K -1,823 -78%
MFG
3646
Mendota Financial Group
Wisconsin
$70K – – –
APC
3647
Aspire Private Capital
North Carolina
$67.8K +$7.34K +49 +12%
IHWM
3648
Iron Horse Wealth Management
Iowa
$67.5K +$1.5K +10 +2%
MWA
3649
Miller Wealth Advisors
Colorado
$66.7K – – –
HC
3650
Hoese & Co
Minnesota
$64.5K – – –
144 145
146
147 148