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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SHIM
3976
Stone House Investment Management
Pennsylvania
$26.5K +$13.5K +89 +133%
EC
3977
EntryPoint Capital
New York
$25.9K +$23K +152 New
LWA
3978
Lowe Wealth Advisors
Maryland
$25.5K – – –
CIR
3979
Clear Investment Research
Georgia
$23.7K -$303 -2 -1%
SFCL
3980
Strengthening Families & Communities LLC
Massachusetts
$22.5K +$152 +1 +0.8%
CAM
3981
ClariVest Asset Management
California
$22.3K – – –
QL
3982
Quarry LP
New York
$22.1K +$8.64K +57 +78%
NECFA
3983
New England Capital Financial Advisors
Connecticut
$22.1K +$152 +1 +0.8%
CAM
3984
Clarity Asset Management
Iowa
$20.8K +$18.5K +122 New
MS
3985
Mizuho Securities
Japan
$18.7K +$4.55K +30 +38%
CWA
3986
Carolina Wealth Advisors
South Carolina
$16.8K – – –
GAG
3987
Goodman Advisory Group
Massachusetts
$15.8K – – –
PPWM
3988
PFG Private Wealth Management
Florida
$11.6K -$29.4K -194 -74%
HWM
3989
HighMark Wealth Management
Minnesota
$10.3K +$152 +1 +2%
WA
3990
WestEnd Advisors
North Carolina
$9.55K -$2.58K -17 -23%
FGAM
3991
Financial Gravity Asset Management
Texas
$8.53K +$7.27K +48 New
YAL
3992
Your Advocates Ltd
Texas
$8.51K – – –
RG
3993
Retirement Group
California
$8.16K +$2.27K +15 +45%
PS
3994
PayPay Securities
Japan
$7.06K -$7.43K -49 -54%
JFG
3995
JDM Financial Group
Texas
$4.93K -$4.7K -31 -52%
TFG
3996
Team Financial Group
California
$4.93K – – –
CJ
3997
Caitlin John
Michigan
$3.81K +$3.33K +22 New
SWM
3998
Sanctuary Wealth Management
Idaho
$3.4K – – –
IA
3999
IFS Advisors
Kansas
$1.85K – – –
CF
4000
Cantor Fitzgerald
New York
– -$56.7M -390,700 Closed
158 159
160
161 162