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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
3751
Ninepoint Partners
Ontario, Canada
$882K +$117K +384 +15%
BAM
3752
Burkett Asset Management
$881K -$103K -340 -10%
HWA
3753
Hillcrest Wealth Advisors
New Jersey
$881K – – –
MWM
3754
Maripau Wealth Management
Indiana
$878K -$6.07K -20 -0.7%
AIP
3755
Avail Investment Partners
Pennsylvania
$877K +$904K +2,980 New
BWM
3756
BCS Wealth Management
Tennessee
$875K -$917K -3,022 -50%
FFL
3757
Financial Freedom LLC
Ohio
$875K +$14K +46 +2%
CA
3758
CapWealth Advisors
Tennessee
$875K +$9.41K +31 +1%
PCMC
3759
Paragon Capital Management (Colorado)
Colorado
$873K +$4.25K +14 +0.5%
SC
3760
Schoolcraft Capital
Colorado
$873K +$264K +869 +41%
BDFN
3761
Bond & Devick Financial Network
Minnesota
$872K – – –
TPW
3762
Tiller Private Wealth
Pennsylvania
$868K -$26.7K -88 -3%
PHWM
3763
Pine Harbor Wealth Management
Maryland
$868K +$303 +1 +0%
JTWM
3764
Jackson Thornton Wealth Management
Alabama
$868K -$53.7K -177 -6%
RIS
3765
Richmond Investment Services
Wisconsin
$867K +$114K +376 +15%
HIW
3766
Holos Integrated Wealth
Pennsylvania
$866K +$5.16K +17 +0.6%
HA
3767
Hyposwiss Advisors
$863K – – –
IPWA
3768
International Private Wealth Advisors
California
$862K -$638K -2,102 -42%
WWG
3769
West Wealth Group
California
$861K +$11.2K +37 +1%
CIM
3770
Capital Investment Management
Missouri
$860K -$303 -1 -0%
LWM
3771
LightSquare Wealth Management
Michigan
$859K +$886K +2,921 New
RG
3772
Renaissance Group
Kentucky
$856K -$85K -280 -9%
MWM
3773
Maimon Wealth Management
Israel
$856K – – –
RA
3774
Ruggaard & Associates
Ohio
$855K – – –
LRWM
3775
Lord & Richards Wealth Management
Colorado
$852K -$16.7K -55 -2%
149 150
151
152 153