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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
4101
Pineridge Advisors
Missouri
$84.9K +$978 +5 +1%
RTL
4102
Red Tortoise LLC
Georgia
$83K – – –
MAM
4103
Marquette Asset Management
Minnesota
$80.9K – – –
DPW
4104
DiNuzzo Private Wealth
Pennsylvania
$80.5K +$20.9K +107 +37%
IHWM
4105
Iron Horse Wealth Management
Iowa
$75.9K – – –
RS
4106
Rakuten Securities
Japan
$73.6K -$71K -363 -50%
RFG
4107
REAP Financial Group
Texas
$69.1K -$5.87K -30 -8%
QL
4108
Quarry LP
New York
$68.2K +$60.2K +308 +1,062%
TWD
4109
True Wealth Design
Ohio
$67.5K – – –
RF
4110
Robbins Farley
New Hampshire
$66.5K -$9.38K -48 -13%
KPP
4111
Kings Path Partners
Texas
$62.9K +$60.8K +311 New
BMC
4112
Bear Mountain Capital
Washington
$61.9K – – –
FGA
4113
Fortis Group Advisors
New Jersey
$61.6K -$655K -3,351 -92%
PPA
4114
Painted Porch Advisors
California
$60.3K +$58.3K +298 New
TCM
4115
Tanaka Capital Management
New York
$59K -$4.89K -25 -8%
HWM
4116
Horizons Wealth Management
North Carolina
$58.3K – – –
MIM
4117
Meridiem Investment Management
United Kingdom
$56.6K – – –
TVWM
4118
Tower View Wealth Management
Wisconsin
$55.2K +$391 +2 +0.7%
TLA
4119
Tanglewood Legacy Advisors
Texas
$55.2K – – –
CMA
4120
Cedar Mountain Advisors
Oregon
$54.1K -$8.8K -45 -14%
AW
4121
Avion Wealth
Texas
$54K -$196K -1,004 -79%
BFA
4122
BBJS Financial Advisors
Washington
$53.6K +$42K +215 +430%
FCG
4123
Financial Connections Group
California
$53K +$12.9K +66 +34%
CM
4124
Capula Management
Cayman Islands
$52.4K -$273K -1,395 -84%
VF
4125
VitalStone Financial
Texas
$51.5K +$196 +1 +0.4%
163 164
165
166 167