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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
3926
CogentBlue Wealth Advisors
Tennessee
$598K +$15.2K +51 +3%
RFG
3927
REAP Financial Group
Texas
$598K +$32.7K +110 +6%
NWMP
3928
Noble Wealth Management PBC
Colorado
$597K +$563K +1,893 New
TCM
3929
Tradewinds Capital Management
Washington
$597K +$258K +868 +85%
GCM
3930
Garland Capital Management
Washington
$596K -$1.84M -6,180 -77%
HWM
3931
HFR Wealth Management
New York
$596K – – –
SA
3932
Stewardship Advisors
Pennsylvania
$596K +$595 +2 +0.1%
DWAM
3933
Duncan Williams Asset Management
Tennessee
$596K -$2.68K -9 -0.5%
LWM
3934
Laidlaw Wealth Management
New York
$595K -$25.6K -86 -4%
EF
3935
Exeter Financial
Arizona
$595K -$7.43K -25 -1%
FCMA
3936
Foresight Capital Management Advisors
Michigan
$594K +$19K +64 +4%
BC
3937
Broadwater Capital
Massachusetts
$593K – – –
DCM
3938
DGS Capital Management
New Jersey
$593K +$202K +680 +57%
CM
3939
Columbus Macro
Pennsylvania
$592K -$42.2K -142 -7%
PRI
3940
Prepared Retirement Institute
Pennsylvania
$592K +$17K +57 +3%
RFP
3941
Roth Financial Partners
Texas
$592K – – –
SH
3942
SLT Holdings
Arizona
$592K – – –
BI
3943
Binnacle Investments
Iowa
$592K +$23.2K +78 +4%
DFA
3944
Davies Financial Advisors
California
$592K -$239K -803 -30%
GCS
3945
Gordian Capital (Singapore)
Singapore
$591K +$104K +350 +23%
AA
3946
Acorns Advisers
California
$591K +$83.9K +282 +18%
GWA
3947
Gratus Wealth Advisors
Virginia
$591K -$40.2K -135 -7%
CWA
3948
Cura Wealth Advisors
Illinois
$590K +$86.3K +290 +18%
2WWM
3949
21 West Wealth Management
California
$589K -$2.68K -9 -0.5%
PCM
3950
Pennsylvania Capital Management
Pennsylvania
$589K +$8.63K +29 +2%
156 157
158
159 160