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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
3951
Tanaka Capital Management
New York
$56K – – –
TCG
3952
Transcendent Capital Group
Oklahoma
$53.1K +$47.3K +312 New
BMC
3953
Bear Mountain Capital
Washington
$50.7K +$45.8K +302 New
PCWA
3954
Pacific Capital Wealth Advisors
California
$49.8K +$44.4K +293 New
BSWA
3955
Bromfield Sneider Wealth Advisors
Massachusetts
$49.3K – – –
DPW
3956
DiNuzzo Private Wealth
Pennsylvania
$49.3K +$43.9K +290 New
MBFW
3957
Morton Brown Family Wealth
Pennsylvania
$49.2K +$42K +277 +2,308%
TVWM
3958
Tower View Wealth Management
Wisconsin
$48K +$303 +2 +0.7%
HWM
3959
Horizons Wealth Management
North Carolina
$47.3K – – –
FSWA
3960
Financial Synergies Wealth Advisors
Texas
$46.6K -$65.9K -435 -56%
CCMI
3961
Creative Capital Management Investments
California
$45.4K – – –
RS
3962
Rakuten Securities
Japan
$44.4K +$39.6K +261 New
TLA
3963
Tanglewood Legacy Advisors
Texas
$44.2K -$205K -1,355 -84%
VF
3964
VitalStone Financial
Texas
$43K – – –
SCA
3965
Stuart Chaussee & Associates
California
$40K +$35.6K +235 New
VWWMG
3966
Vermillion & White Wealth Management Group
Pennsylvania
$39.8K +$35.5K +234 New
GIS
3967
Grayhawk Investment Strategies
Alberta, Canada
$37.8K – – –
DWA
3968
Delos Wealth Advisors
Texas
$36.2K – – –
PWM
3969
Partnership Wealth Management
Maryland
$36.1K +$31.4K +207 New
UIA
3970
Ulland Investment Advisors
Minnesota
$36K -$8.34K -55 -21%
MSWM
3971
Mowery & Schoenfeld Wealth Management
Illinois
$34.9K +$31.1K +205 New
BFS
3972
Bare Financial Services
Pennsylvania
$34.5K +$30.8K +203 New
LAM
3973
Lummis Asset Management
Texas
$31K +$27.6K +182 New
RF
3974
Robinswood Financial
Washington
$29.6K – – –
HT
3975
Headlands Technologies
Illinois
$29.4K -$1.78M -11,761 -99%
157 158
159
160 161