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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
4051
Red Tortoise LLC
Georgia
$82.1K +$12.3K +68 +20%
MAM
4052
Marquette Asset Management
Minnesota
$80.1K – – –
FFWA
4053
FRG Family Wealth Advisors
Washington
$79.6K +$74.9K +415 New
IPW
4054
Impact Partnership Wealth
Georgia
$76.1K -$22K -122 -24%
RF
4055
Robbins Farley
New Hampshire
$75.5K -$7.94K -44 -10%
IHWM
4056
Iron Horse Wealth Management
Iowa
$75.2K -$7.22K -40 -10%
RFG
4057
REAP Financial Group
Texas
$74.3K -$289K -1,604 -81%
FWA
4058
FSC Wealth Advisors
New York
$72.3K +$541 +3 +0.8%
PCWA
4059
Pacific Capital Wealth Advisors
California
$69.5K +$9.74K +54 +18%
TWD
4060
True Wealth Design
Ohio
$66.8K -$9.56K -53 -14%
T
4061
Tidemark
California
$66.1K +$180 +1 +0.3%
RWA
4062
Redmont Wealth Advisors
Illinois
$65.7K -$153K -848 -72%
TCM
4063
TruNorth Capital Management
Michigan
$64.3K +$57.9K +321 New
TCM
4064
Tanaka Capital Management
New York
$64K -$2.17K -12 -4%
CMA
4065
Cedar Mountain Advisors
Oregon
$62.7K -$6.13K -34 -10%
WCM
4066
Westend Capital Management
California
$58.5K +$52.7K +292 New
DPW
4067
DiNuzzo Private Wealth
Pennsylvania
$58.3K +$180 +1 +0.3%
BSWA
4068
Bromfield Sneider Wealth Advisors
Massachusetts
$58.1K – – –
MIM
4069
Meridiem Investment Management
United Kingdom
$56.1K -$285K -1,582 -85%
TLA
4070
Tanglewood Legacy Advisors
Texas
$54.7K +$2.35K +13 +5%
BMC
4071
Bear Mountain Capital
Washington
$54.4K – – –
TVWM
4072
Tower View Wealth Management
Wisconsin
$54.4K -$1.8K -10 -4%
CCMI
4073
Creative Capital Management Investments
California
$53.5K – – –
VF
4074
VitalStone Financial
Texas
$51K – – –
PCM
4075
Palouse Capital Management
Washington
$50.1K +$45.1K +250 New
161 162
163
164 165