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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
3676
Lowe Wealth Advisors
Maryland
$21.8K -$3K -20 -12%
CIR
3677
Clear Investment Research
Georgia
$20.5K +$450 +3 +2%
SFCL
3678
Strengthening Families & Communities LLC
Massachusetts
$19K -$111K -742 -85%
NECFA
3679
New England Capital Financial Advisors
Connecticut
$18.8K – – –
CAM
3680
ClariVest Asset Management
California
$18K +$8.1K +54 +70%
T
3681
TOBAM
France
$18K +$19K +127 New
SV
3682
Sturgeon Ventures
United Kingdom
$16.7K – – –
CWA
3683
Carolina Wealth Advisors
South Carolina
$14.4K – – –
JMF
3684
Johnson Midwest Financial
Iowa
$14.2K +$150 +1 +1%
GAG
3685
Goodman Advisory Group
Massachusetts
$13.5K -$98.3K -656 -88%
PS
3686
PayPay Securities
Japan
$13.1K +$1.65K +11 +14%
MSE
3687
MUFG Securities EMEA
United Kingdom
$12.9K -$470K -3,135 -97%
ECM
3688
Everence Capital Management
Indiana
$12.1K +$1.24M +8,280 +11%
MS
3689
Mizuho Securities
Japan
$11.6K -$174K -1,160 -94%
WA
3690
WestEnd Advisors
North Carolina
$10.6K +$10.9K +73 New
QL
3691
Quarry LP
New York
$10.6K -$65.2K -435 -86%
WFA
3692
West Financial Advisors
Iowa
$10.2K +$10.5K +70 New
SHIM
3693
Stone House Investment Management
Pennsylvania
$9.65K +$150 +1 +2%
TJHA
3694
Thomas J. Herzfeld Advisors
Florida
$8.85K -$150 -1 -2%
HWM
3695
HighMark Wealth Management
Minnesota
$8.76K -$7.34K -49 -45%
JFG
3696
JDM Financial Group
Texas
$8.7K – – –
BHWM
3697
Bay Harbor Wealth Management
Maryland
$7.77K – – –
GC
3698
Gilfoyle & Co
California
$7.72K +$7.5K +50 New
YAL
3699
Your Advocates Ltd
Texas
$7.25K -$15K -100 -67%
AWA
3700
Authentikos Wealth Advisory
California
$6.09K +$6.3K +42 New
146 147
148
149 150