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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NECFA
4176
New England Capital Financial Advisors
Connecticut
$38K +$10.5K +50 +38%
WFA
4177
West Financial Advisors
Iowa
$36.9K +$36.9K +175 New
SFCL
4178
Strengthening Families & Communities LLC
Massachusetts
$35.9K -$5.48K -26 -13%
GJIA
4179
Glass Jacobson Investment Advisors
Maryland
$33.1K – – –
LWA
4180
Lowe Wealth Advisors
Maryland
$31.6K – – –
CIR
4181
Clear Investment Research
Georgia
$29.1K +$1.69K +8 +6%
NAAA
4182
New Age Alpha Advisors
New York
$27K +$16K +76 +146%
BIM
4183
Breakwater Investment Management
Washington
$26.8K -$17.9K -85 -40%
CCA
4184
Catalyst Capital Advisors
New York
$26.6K +$26.5K +126 New
SC
4185
Swan Capital
Florida
$26.4K – – –
CAM
4186
Clarity Asset Management
Iowa
$25.8K – – –
MS
4187
Mizuho Securities
Japan
$25.3K +$25.3K +120 New
MBFW
4188
Morton Brown Family Wealth
Pennsylvania
$24.4K +$211 +1 +0.9%
FCG
4189
Financial Connections Group
California
$22K -$33.3K -158 -60%
WCM
4190
Westend Capital Management
California
$21.5K +$11.6K +55 +117%
AWA
4191
Authentikos Wealth Advisory
California
$21.1K +$21.1K +100 New
GAG
4192
Goodman Advisory Group
Massachusetts
$19.6K – – –
ATC
4193
Advantage Trust Company
Kansas
$19K -$147K -700 -89%
CAM
4194
ClariVest Asset Management
California
$17.3K – – –
PS
4195
PayPay Securities
Japan
$13.9K +$7.16K +34 +106%
JFG
4196
JDM Financial Group
Texas
$13.7K +$7.58K +36 +124%
YAL
4197
Your Advocates Ltd
Texas
$10.5K – – –
CJH
4198
Christopher J. Hasenberg
Wisconsin
$10.5K +$10.5K +50 New
LFA
4199
LGT Financial Advisors
Texas
$9.49K -$29.5K -140 -76%
AFWM
4200
Abich Financial Wealth Management
Virginia
$8.22K -$15K -71 -65%
166 167
168
169 170