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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIR
4101
Clear Investment Research
Georgia
$26.9K -$902 -5 -4%
NECFA
4102
New England Capital Financial Advisors
Connecticut
$26K – – –
BIM
4103
Breakwater Investment Management
Washington
$25.4K +$22.9K +127 New
CAM
4104
Clarity Asset Management
Iowa
$24.5K – – –
MBFW
4105
Morton Brown Family Wealth
Pennsylvania
$23K -$31.4K -174 -60%
GAG
4106
Goodman Advisory Group
Massachusetts
$18.6K – – –
PPWM
4107
PFG Private Wealth Management
Florida
$13.6K – – –
WA
4108
WestEnd Advisors
North Carolina
$13.5K +$1.99K +11 +20%
ETC
4109
Exchange Traded Concepts
Oklahoma
$13.2K -$112K -620 -90%
BFA
4110
BBJS Financial Advisors
Washington
$10K +$9.02K +50 New
FGAM
4111
Financial Gravity Asset Management
Texas
$9.08K +$180 +1 +2%
FF
4112
Friedenthal Financial
New Jersey
$9.01K +$8.12K +45 New
AWM
4113
Activest Wealth Management
Florida
$7.48K -$72K -399 -92%
PS
4114
PayPay Securities
Japan
$6.41K -$1.62K -9 -22%
QL
4115
Quarry LP
New York
$5.81K -$18.2K -101 -78%
JFG
4116
JDM Financial Group
Texas
$5.81K – – –
KIG
4117
Kessler Investment Group
Indiana
$5.37K -$1.38M -7,641 -100%
AFWM
4118
Abich Financial Wealth Management
Virginia
$5.21K +$4.69K +26 New
CJ
4119
Caitlin John
Michigan
$4.3K -$180 -1 -5%
SWM
4120
Sanctuary Wealth Management
Idaho
$4.01K – – –
IA
4121
IFS Advisors
Kansas
$2.19K – – –
HWM
4122
HighMark Wealth Management
Minnesota
$2K -$11K -61 Closed
EC
4123
EntryPoint Capital
New York
$200 -$27.2K -151 -99%
PIF
4124
Public Investment Fund
Saudi Arabia
– -$655M -3,851,053 Closed
CS
4125
Clear Street
New York
– -$34M -200,000 Closed
163 164
165
166 167