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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
4176
Cooke & Bieler
Pennsylvania
$603K -$1.12M -3,603 -66%
EA
4177
Echo45 Advisors
California
$603K +$8.67K +28 +2%
CFCS
4178
CDM Financial Counseling Services
Connecticut
$603K +$579K +1,870 New
RK
4179
Rather & Kittrell
Tennessee
$602K -$18.6K -60 -3%
NFTC
4180
North Forty Two & Co
Oregon
$602K -$471K -1,520 -45%
2WWM
4181
21 West Wealth Management
California
$602K – – –
DWAM
4182
Duncan Williams Asset Management
Tennessee
$601K +$2.17K +7 +0.4%
NWMP
4183
Noble Wealth Management PBC
Colorado
$601K -$8.36K -27 -1%
OPWM
4184
Oxinas Partners Wealth Management
Indiana
$600K +$619 +2 +0.1%
WHCI
4185
W.H. Cornerstone Investments
Massachusetts
$600K +$3.41K +11 +0.6%
DFA
4186
DHJJ Financial Advisors
Illinois
$599K – – –
SGI
4187
Swan Global Investments
Colorado
$599K +$87.9K +284 +18%
TCM
4188
Tradewinds Capital Management
Washington
$598K -$10.8K -35 -2%
GFA
4189
Gladwyn Financial Advisors
Virginia
$597K +$2.48K +8 +0.4%
WBCM
4190
Wilson & Boucher Capital Management
California
$597K – – –
OWM
4191
Omnitrust Wealth Management
Florida
$596K +$573K +1,851 New
RAM
4192
Riggs Asset Management
Pennsylvania
$596K – – –
IAS
4193
Integrity Advisory Solutions
Texas
$595K +$187K +603 +49%
MFA
4194
Morling Financial Advisors
California
$594K +$8.98K +29 +2%
WW
4195
Wright Wealth
Georgia
$594K +$571K +1,843 New
DCM
4196
DGS Capital Management
New Jersey
$593K -$11.8K -38 -2%
GA
4197
Gordian Advisors
Arizona
$593K +$35.3K +114 +7%
TFA
4198
Toth Financial Advisory
Virginia
$590K +$12.4K +40 +2%
SC
4199
Schiavi & Co
Delaware
$589K – – –
DWM
4200
Denver Wealth Management
Colorado
$589K -$3.71K -12 -0.7%
166 167
168
169 170