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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
3651
Insight Wealth Partners
Texas
$845K +$96.4K +324 +14%
DA
3652
Detalus Advisors
Missouri
$844K +$1.19K +4 +0.1%
DFG
3653
Dupree Financial Group
Kentucky
$844K +$40.7K +137 +5%
IIA
3654
ICW Investment Advisors
Arizona
$844K +$28.8K +97 +4%
RIP
3655
RAM Investment Partners
Washington
$844K +$35.7K +120 +5%
RIS
3656
Richmond Investment Services
Wisconsin
$843K +$94.9K +319 +14%
HIW
3657
Holos Integrated Wealth
Pennsylvania
$843K -$37.8K -127 -4%
KBG
3658
Kahn Brothers Group
New York
$842K -$31.8K -107 -4%
AIA
3659
Accelerate Investment Advisors
California
$841K -$8.92K -30 -1%
HA
3660
HC Advisors
Georgia
$841K +$1.78K +6 +0.2%
VWA
3661
VSM Wealth Advisory
Maryland
$840K -$88.9K -299 -10%
FFG
3662
Fortress Financial Group
Minnesota
$839K +$3.57K +12 +0.5%
CWM
3663
Cherrydale Wealth Management
New Jersey
$837K – – –
NICM
3664
Neo Ivy Capital Management
New York
$835K +$295K +991 +60%
GB
3665
Goepper Burkhardt
South Carolina
$835K -$1.19K -4 -0.2%
CW
3666
Code Waechter
Florida
$834K -$13.1K -44 -2%
LBC
3667
Leigh Baldwin & Co
New York
$834K -$32.1K -108 -4%
MWM
3668
Melfa Wealth Management
Massachusetts
$833K -$7.43K -25 -0.9%
BAS
3669
Breakthru Advisory Services
Wisconsin
$832K +$785K +2,638 New
NIWA
3670
New Insight Wealth Advisors
California
$832K -$45.5K -153 -5%
WCM
3671
Wedge Capital Management
North Carolina
$831K – – –
SFC
3672
Swisher Financial Concepts
Ohio
$831K – – –
GWM
3673
Gitterman Wealth Management
New Jersey
$829K +$14.9K +50 +2%
BBA
3674
Braun-Bostich & Associates
Pennsylvania
$829K -$38.4K -129 -5%
GSIS
3675
Global Strategic Investment Solutions
Arizona
$828K -$22.9K -77 -3%
145 146
147
148 149