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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
3876
Redmont Wealth Advisors
Illinois
$200K +$178K +1,176 New
OAJ
3877
Ogorek Anthony Joseph
New York
$199K +$34.1K +225 +24%
OBWP
3878
O'Brien Wealth Partners
Massachusetts
$198K +$50K +330 +39%
RDIA
3879
RE Dickinson Investment Advisors
Iowa
$190K – – –
HWMC
3880
Heritage Wealth Management (California)
California
$188K +$167K +1,105 New
PP
3881
PFS Partners
New Jersey
$187K +$303 +2 +0.2%
AA
3882
AlphaCentric Advisors
Puerto Rico
$186K +$166K +1,096 New
TCM
3883
Tradewinds Capital Management
Washington
$182K – – –
LPP
3884
Life Planning Partners
Florida
$181K +$162K +1,067 New
MFA
3885
McClarren Financial Advisors
Pennsylvania
$179K +$909 +6 +0.6%
NOI
3886
Newton One Investments
Delaware
$177K +$1.21K +8 +0.8%
VIA
3887
Virtus Investment Advisers
Connecticut
$177K – – –
IWP
3888
IAG Wealth Partners
Wisconsin
$175K +$5K +33 +3%
TWP
3889
TFO Wealth Partners
Ohio
$174K -$13.9K -92 -8%
BAM
3890
BOCHK Asset Management
Hong Kong
$170K +$152K +1,000 New
PP
3891
PrairieView Partners
Minnesota
$170K -$66.5K -439 -31%
HFS
3892
HBC Financial Services
Washington
$169K +$152 +1 +0.1%
LFA
3893
Legend Financial Advisors
Pennsylvania
$168K +$1.82K +12 +1%
CPG
3894
Cornerstone Planning Group
New Jersey
$167K -$4.85K -32 -3%
UOTTAIMCU
3895
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$165K +$15.2K +100 +11%
TCCM
3896
Timber Creek Capital Management
Massachusetts
$162K – – –
FG
3897
Fairman Group
Pennsylvania
$153K +$136K +899 New
SA
3898
Scarborough Advisors
Maryland
$152K +$136K +896 New
PA
3899
Pineridge Advisors
Missouri
$147K +$131K +866 New
MIM
3900
Macroview Investment Management
Maryland
$143K +$91.5K +604 +254%
154 155
156
157 158