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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
4176
GreatBanc Trust
Illinois
$551K -$6.07K -20 -1%
CWM
4177
Consultiva Wealth Management
Puerto Rico
$551K – – –
CB
4178
Cooke & Bieler
Pennsylvania
$551K – – –
TBWA
4179
Three Bridge Wealth Advisors
California
$550K -$51.6K -170 -8%
RFP
4180
Roth Financial Partners
Texas
$549K -$2.73K -9 -0.5%
2WWM
4181
21 West Wealth Management
California
$549K – – –
LWA
4182
LifeGoal Wealth Advisors
New York
$549K +$142K +468 +34%
TCM
4183
Tradewinds Capital Management
Washington
$549K +$2.43K +8 +0.4%
WHCI
4184
W.H. Cornerstone Investments
Massachusetts
$548K +$910 +3 +0.2%
OPWM
4185
Oxinas Partners Wealth Management
Indiana
$548K +$607 +2 +0.1%
1L
4186
10Elms LLP
Oklahoma
$548K +$535K +1,764 +1,764%
GC
4187
Guilbault Capital
Louisiana
$548K -$16.7K -55 -3%
AMG
4188
Asset Management Group
Connecticut
$548K +$38.2K +126 +7%
AM
4189
Atwater Malick
Pennsylvania
$547K -$5.77K -19 -1%
DFA
4190
DHJJ Financial Advisors
Illinois
$547K – – –
DWM
4191
Denver Wealth Management
Colorado
$546K +$8.8K +29 +2%
RIP
4192
Reliant Investment Partners
North Carolina
$545K -$196K -646 -26%
CWA
4193
Clarus Wealth Advisors
Arizona
$545K +$108K +355 +24%
GFA
4194
Gladwyn Financial Advisors
Virginia
$545K – – –
IWAO
4195
Independence Wealth Advisors (Ohio)
Ohio
$545K +$169K +558 +43%
WBCM
4196
Wilson & Boucher Capital Management
California
$545K +$303 +1 +0.1%
FFS
4197
Fortress Financial Solutions
Arizona
$544K +$30.7K +101 +6%
DWAM
4198
Duncan Williams Asset Management
Tennessee
$544K -$14.3K -47 -2%
RK
4199
Rather & Kittrell
Tennessee
$543K -$6.68K -22 -1%
NWMP
4200
Noble Wealth Management PBC
Colorado
$543K -$5.77K -19 -1%
166 167
168
169 170