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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
KFG
3951
Kingdom Financial Group
Arizona
$250K -$843 -4 -0.3%
QWM
3952
Quaker Wealth Management
New Jersey
$249K +$249K +1,183 New
SCM
3953
Saxony Capital Management
Missouri
$249K -$2.95K -14 -1%
CFSG
3954
Clark Financial Services Group
Missouri
$249K +$249K +1,181 New
AWM
3955
Arista Wealth Management
Nevada
$248K – – –
AC
3956
AIFG Consultants
New York
$248K +$421 +2 +0.2%
CIM
3957
Corbyn Investment Management
Maryland
$247K -$3.37K -16 -1%
BI
3958
Beckerman Institutional
New Jersey
$247K +$247K +1,172 New
RWM
3959
Raffa Wealth Management
District of Columbia
$247K -$22.1K -105 -8%
OR
3960
Olympiad Research
Connecticut
$246K +$20.9K +99 +9%
BAWM
3961
Bennett Associates Wealth Management
Pennsylvania
$246K +$14.5K +69 +6%
PSIWM
3962
Paradigm Strategies in Wealth Management
Minnesota
$246K -$9.48K -45 -4%
CSIA
3963
Conrad Siegel Investment Advisors
Pennsylvania
$245K +$36K +171 +17%
PFA
3964
Petra Financial Advisors
Colorado
$245K +$34.8K +165 +17%
ARG
3965
Advisory Resource Group
Oklahoma
$244K – – –
MFG
3966
MTM Financial Group
Pennsylvania
$244K – – –
ECAM
3967
East Coast Asset Management
Massachusetts
$244K – – –
IHWM
3968
Iron Horse Wealth Management
Iowa
$244K +$164K +780 +208%
SWP
3969
Significant Wealth Partners
Illinois
$243K -$10.1K -48 -4%
GWA
3970
Geometric Wealth Advisors
District of Columbia
$243K – – –
CAM
3971
Creekmur Asset Management
Illinois
$243K -$6.53K -31 -3%
PIWA
3972
Prevail Innovative Wealth Advisors
Kansas
$242K +$242K +1,150 New
VSQM
3973
V-Square Quantitative Management
Illinois
$241K – – –
AFO
3974
Arrowroot Family Office
California
$241K -$14.7K -70 -6%
AA
3975
Aufman Associates
Pennsylvania
$241K +$240K +1,141 New