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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
3751
Kaizen Financial Strategies
California
$688K +$79.9K +313 +15%
KC
3752
Knuff & Co
California
$687K
PCP
3753
Panoramic Capital Partners
Oregon
$686K +$59.2K +232 +11%
WA
3754
WESPAC Advisors
California
$684K +$255 +1 +0%
PS
3755
Planned Solutions
California
$683K +$3.57K +14 +0.6%
IWP
3756
Insight Wealth Partners
Texas
$683K +$88.8K +348 +17%
RIS
3757
Richmond Investment Services
Wisconsin
$682K +$346K +1,354 +135%
WW
3758
Westshore Wealth
California
$681K +$510 +2 +0.1%
PI
3759
Parkside Investments
Illinois
$679K -$54.9K -215 -8%
GGI
3760
Godsey & Gibb Inc
Virginia
$678K -$24K -94 -4%
PCMM
3761
Piedmont Capital Management (Montana)
Montana
$675K -$15.1K -59 -2%
FPW
3762
Flywheel Private Wealth
California
$675K
LSA
3763
Lansing Street Advisors
Pennsylvania
$674K +$7.66K +30 +1%
FCM
3764
Fortis Capital Management
Washington
$673K +$373K +1,462 +170%
TS
3765
Tamar Securities
California
$673K +$2.04K +8 +0.3%
BCM
3766
Brown Capital Management
Maryland
$672K -$119K -465 -17%
BWS
3767
Broadway Wealth Solutions
Texas
$671K +$58.7K +230 +11%
CWMGO
3768
Capstone Wealth Management Group (Oregon)
Oregon
$670K -$35.2K -138 -6%
SWM
3769
SFG Wealth Management
Maryland
$666K +$33.4K +131 +6%
NFC
3770
Northstar Financial Companies
Pennsylvania
$665K -$57.7K -226 -9%
EMAM
3771
Encompass More Asset Management
California
$664K -$345K -1,350 -37%
Blackstone Inc
3772
Blackstone Inc
New York
$664K
SFPG
3773
Stonebridge Financial Planning Group
Florida
$663K -$69.2K -271 -11%
RIA
3774
Richwood Investment Advisors
Ohio
$663K -$12.8K -50 -2%
KIC
3775
Keating Investment Counselors
Florida
$662K +$25.5K +100 +5%