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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
APWM
4051
Argonautica Private Wealth Management
Massachusetts
$407K -$24.5K -96 -5%
RAM
4052
Riggs Asset Management
Pennsylvania
$407K -$14.3K -56 -3%
DW
4053
Dodds Wealth
Colorado
$407K – – –
EFG
4054
Elm3 Financial Group
Georgia
$406K -$5.1K -20 -1%
CapitalatWork SA
4055
CapitalatWork SA
$406K – – –
RRCM
4056
Rappaport Reiches Capital Management
Illinois
$406K +$150K +587 +55%
EWA
4057
Emergent Wealth Advisors
New York
$406K -$95.1K -373 -18%
GCA
4058
Genesee Capital Advisors
New York
$404K +$1.53K +6 +0.4%
MGAM
4059
McGowan Group Asset Management
Texas
$404K +$4.59K +18 +1%
TLA
4060
Tanglewood Legacy Advisors
Texas
$403K -$3.31K -13 -0.8%
AIFAIM
4061
American Institute for Advanced Investment Management
Arizona
$402K +$76.5K +300 +22%
KWA
4062
Kellett Wealth Advisors
Ohio
$401K +$38.8K +152 +10%
TLFA
4063
True Link Financial Advisors
California
$401K +$98.4K +386 +31%
CWA
4064
CogentBlue Wealth Advisors
Tennessee
$401K +$151K +594 +57%
PWM
4065
Pinnacle Wealth Management
California
$400K -$2.13M -8,359 -84%
AWC
4066
Adamsbrown Wealth Consultants
Kansas
$399K +$50.5K +198 +14%
MQWP
4067
Morey & Quinn Wealth Partners
Nebraska
$399K +$35.2K +138 +9%
SWIA
4068
Solano Wealth Investment Advisors
California
$399K -$255 -1 -0.1%
FAM
4069
Flaharty Asset Management
Florida
$399K -$25.5K -100 -6%
PBF
4070
Petix & Botte Financial
California
$396K – – –
PWA
4071
Physician Wealth Advisors
Utah
$394K -$1.53K -6 -0.4%
PCA
4072
Private Capital Advisors
Connecticut
$392K – – –
CA
4073
CWC Advisors
Oregon
$392K +$408K +1,599 New
WQ
4074
Wealth Quarterback
New Jersey
$391K -$7.9K -31 -2%
SGI
4075
Swan Global Investments
Colorado
$391K +$119K +465 +41%