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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
3951
Red Tortoise LLC
Georgia
$58.2K – – –
T
3952
Tidemark
California
$56K +$49.9K +329 New
TCM
3953
Tanaka Capital Management
New York
$56K – – –
TCG
3954
Transcendent Capital Group
Oklahoma
$53.1K +$47.3K +312 New
BMC
3955
Bear Mountain Capital
Washington
$50.7K +$45.8K +302 New
PCWA
3956
Pacific Capital Wealth Advisors
California
$49.8K +$44.4K +293 New
BSWA
3957
Bromfield Sneider Wealth Advisors
Massachusetts
$49.3K – – –
DPW
3958
DiNuzzo Private Wealth
Pennsylvania
$49.3K +$43.9K +290 New
MBFW
3959
Morton Brown Family Wealth
Pennsylvania
$49.2K +$42K +277 +2,308%
TVWM
3960
Tower View Wealth Management
Wisconsin
$48K +$303 +2 +0.7%
HWM
3961
Horizons Wealth Management
North Carolina
$47.3K – – –
FSWA
3962
Financial Synergies Wealth Advisors
Texas
$46.6K -$65.9K -435 -56%
CCMI
3963
Creative Capital Management Investments
California
$45.4K – – –
RS
3964
Rakuten Securities
Japan
$44.4K +$39.6K +261 New
TLA
3965
Tanglewood Legacy Advisors
Texas
$44.2K -$205K -1,355 -84%
VF
3966
VitalStone Financial
Texas
$43K – – –
SCA
3967
Stuart Chaussee & Associates
California
$40K +$35.6K +235 New
VWWMG
3968
Vermillion & White Wealth Management Group
Pennsylvania
$39.8K +$35.5K +234 New
GIS
3969
Grayhawk Investment Strategies
Alberta, Canada
$37.8K – – –
DWA
3970
Delos Wealth Advisors
Texas
$36.2K – – –
PWM
3971
Partnership Wealth Management
Maryland
$36.1K +$31.4K +207 New
UIA
3972
Ulland Investment Advisors
Minnesota
$36K -$8.34K -55 -21%
MSWM
3973
Mowery & Schoenfeld Wealth Management
Illinois
$34.9K +$31.1K +205 New
BFS
3974
Bare Financial Services
Pennsylvania
$34.5K +$30.8K +203 New
LAM
3975
Lummis Asset Management
Texas
$31K +$27.6K +182 New
157 158
159
160 161