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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
3876
4J Wealth Management
Virginia
$251K – – –
W
3877
WPWealth
Texas
$251K +$226K +1,251 New
GCM
3878
G2 Capital Management
Ohio
$250K – – –
HSWM
3879
Hubbell Strickland Wealth Management
Louisiana
$248K -$1.62K -9 -0.7%
ETIA
3880
Epic Trust Investment Advisors
Washington
$247K +$223K +1,234 New
VCM
3881
Versant Capital Management
Arizona
$247K -$133K -739 -37%
FAM
3882
Flaharty Asset Management
Florida
$247K +$6.13K +34 +3%
CPA
3883
Clear Point Advisors
New York
$246K -$2.53K -14 -1%
FWM
3884
FMB Wealth Management
California
$246K – – –
PFA
3885
Plotkin Financial Advisors
Maryland
$246K -$6.5K -36 -3%
KCIC
3886
Kuhn & Co Investment Counsel
Illinois
$245K – – –
WAM
3887
WFA Asset Management
Wisconsin
$244K +$74.3K +412 +51%
FWSM
3888
First Wilshire Securities Management
California
$243K -$28.7K -159 -12%
CA
3889
Crane Advisory
California
$243K – – –
OP
3890
ORG Partners
Indiana
$243K -$2.49M -13,800 -92%
PSIWM
3891
Paradigm Strategies in Wealth Management
Minnesota
$243K +$361 +2 +0.2%
KFG
3892
Kingdom Financial Group
Arizona
$242K -$448K -2,482 -67%
PC
3893
Prairiewood Capital
North Dakota
$242K +$3.61K +20 +2%
RFN
3894
Redwood Financial Network
Ohio
$241K -$15.3K -85 -7%
EL
3895
Envoi LLC
Minnesota
$241K +$217K +1,201 New
PWA
3896
Physician Wealth Advisors
Utah
$240K +$239K +1,326 New
VR
3897
Valued Retirements
Texas
$240K – – –
SWP
3898
Significant Wealth Partners
Illinois
$240K -$41.1K -228 -16%
SW
3899
SMART Wealth
Nebraska
$239K – – –
BA
3900
BCM Advisors
Louisiana
$238K +$223K +1,235 New
154 155
156
157 158