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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
4201
Chelsea Counsel Company
California
$404K – – –
NCMW
4202
Northern Capital Management (Washington)
Washington
$403K +$1.53K +6 +0.4%
MAM
4203
Marotta Asset Management
Virginia
$403K -$303K -1,189 -46%
IW
4204
Instrumental Wealth
Florida
$403K +$16.1K +63 +5%
SA
4205
Sicart Associates
New York
$402K – – –
CWMGP
4206
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$401K +$78.3K +307 +29%
DWS
4207
Dynamic Wealth Strategies
California
$399K -$21.2K -83 -6%
AWM
4208
Avondale Wealth Management
Texas
$399K – – –
EW
4209
Entruity Wealth
California
$397K – – –
AWMG
4210
ADG Wealth Management Group
Louisiana
$397K +$19.1K +75 +6%
OPWM
4211
Oregon Pacific Wealth Management
Oregon
$396K -$3.57K -14 -1%
ORI
4212
Oak Ridge Investments
Illinois
$396K – – –
LA
4213
Lakeside Advisors
Washington
$396K -$12.5K -49 -3%
GC
4214
Gibson Capital
Pennsylvania
$394K -$22.2K -87 -6%
WA
4215
Whipplewood Advisors
Colorado
$393K -$2.09M -8,182 -86%
HA
4216
Hanover Advisors
South Carolina
$393K – – –
SBCM
4217
Silverberg Bernstein Capital Management
New York
$393K +$25.5K +100 +8%
JRFS
4218
James Reed Financial Services
Ohio
$392K – – –
FF
4219
Foronjy Financial
California
$391K +$345K +1,350 New
PP
4220
PrairieView Partners
Minnesota
$391K – – –
PWS
4221
Precision Wealth Strategies
Missouri
$391K +$344K +1,348 New
EC
4222
Eaton-Cambridge
Arizona
$391K +$15.6K +61 +5%
KWA
4223
Kondo Wealth Advisors
California
$390K -$2.04K -8 -0.6%
NQWM
4224
Northwest Quadrant Wealth Management
Oregon
$390K +$1.53K +6 +0.4%
HIM
4225
Harbour Investment Management
Washington
$390K – – –
167 168
169
170 171