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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
3951
Caerus Investment Advisors
Texas
$229K
TFA
3952
TPG Financial Advisors
Oregon
$229K +$221K +1,131 New
LAM
3953
Lifestyle Asset Management
Texas
$228K -$40.9K -209 -16%
LL
3954
LPWM LLC
Minnesota
$228K +$217K +1,110 New
E3F
3955
Eight 31 Financial
Texas
$228K -$626K -3,200 -74%
RPA
3956
Rock Point Advisors
Vermont
$227K
VFG
3957
Victory Financial Group
Texas
$227K +$220K +1,124 New
AC
3958
AWM Capital
Arizona
$227K +$219K +1,122 New
PFG
3959
Pinnacle Financial Group
Illinois
$226K +$218K +1,116 New
FWM
3960
FMFE Wealth Management
New York
$225K
Eagle Capital Management (New York)
3961
Eagle Capital Management (New York)
New York
$224K -$1.38M -7,037 -86%
FNWA
3962
Financial Network Wealth Advisors
Utah
$224K +$4.89K +25 +2%
TH
3963
Team Hewins
California
$223K +$216K +1,103 New
PCMH
3964
Polymer Capital Management (HK)
Hong Kong
$222K +$215K +1,100 New
AWP
3965
Avid Wealth Partners
Texas
$222K +$215K +1,099 New
CPP
3966
Capasso Planning Partners
South Carolina
$222K +$6.84K +35 +3%
BAWM
3967
Bennett Associates Wealth Management
Pennsylvania
$222K +$215K +1,098 New
MPW
3968
MA Private Wealth
California
$221K
HWMC
3969
Heritage Wealth Management (California)
California
$220K -$8.99K -46 -4%
BA
3970
Ballew Advisors
Mississippi
$219K +$204K +1,045 New
BCAM
3971
Boston Common Asset Management
Massachusetts
$219K +$212K +1,084 New
OWM
3972
Orgel Wealth Management
Wisconsin
$218K +$4.69K +24 +2%
MFA
3973
McClarren Financial Advisors
Pennsylvania
$218K +$69.8K +357 +34%
LPP
3974
Life Planning Partners
Florida
$218K
CWA
3975
Capital Wealth Alliance
Arizona
$217K +$2.93K +15 +1%