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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
4176
Richardson Capital Management
Wisconsin
$40.5K – – –
CWA
4177
Carolina Wealth Advisors
South Carolina
$39.9K +$10.5K +50 +36%
CCMI
4178
Creative Capital Management Investments
California
$39.4K – – –
NECFA
4179
New England Capital Financial Advisors
Connecticut
$38K +$10.5K +50 +38%
WFA
4180
West Financial Advisors
Iowa
$36.9K +$36.9K +175 New
SFCL
4181
Strengthening Families & Communities LLC
Massachusetts
$35.9K -$5.48K -26 -13%
GJIA
4182
Glass Jacobson Investment Advisors
Maryland
$33.1K – – –
LWA
4183
Lowe Wealth Advisors
Maryland
$31.6K – – –
CIR
4184
Clear Investment Research
Georgia
$29.1K +$1.69K +8 +6%
NAAA
4185
New Age Alpha Advisors
New York
$27K +$16K +76 +146%
BIM
4186
Breakwater Investment Management
Washington
$26.8K -$17.9K -85 -40%
CCA
4187
Catalyst Capital Advisors
New York
$26.6K +$26.5K +126 New
SC
4188
Swan Capital
Florida
$26.4K – – –
CAM
4189
Clarity Asset Management
Iowa
$25.8K – – –
MS
4190
Mizuho Securities
Japan
$25.3K +$25.3K +120 New
MBFW
4191
Morton Brown Family Wealth
Pennsylvania
$24.4K +$211 +1 +0.9%
FCG
4192
Financial Connections Group
California
$22K -$33.3K -158 -60%
WCM
4193
Westend Capital Management
California
$21.5K +$11.6K +55 +117%
AWA
4194
Authentikos Wealth Advisory
California
$21.1K +$21.1K +100 New
GAG
4195
Goodman Advisory Group
Massachusetts
$19.6K – – –
ATC
4196
Advantage Trust Company
Kansas
$19K -$147K -700 -89%
CAM
4197
ClariVest Asset Management
California
$17.3K – – –
PS
4198
PayPay Securities
Japan
$13.9K +$7.16K +34 +106%
JFG
4199
JDM Financial Group
Texas
$13.7K +$7.58K +36 +124%
YAL
4200
Your Advocates Ltd
Texas
$10.5K – – –
166 167
168
169 170