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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BDPWM
4201
Barnes Dennig Private Wealth Management
Ohio
$405K +$112K +439 +46%
MPW
4202
MGO Private Wealth
California
$404K -$2.55K -10 -0.7%
CCC
4203
Chelsea Counsel Company
California
$404K – – –
NCMW
4204
Northern Capital Management (Washington)
Washington
$403K +$1.53K +6 +0.4%
MAM
4205
Marotta Asset Management
Virginia
$403K -$303K -1,189 -46%
IW
4206
Instrumental Wealth
Florida
$403K +$16.1K +63 +5%
SA
4207
Sicart Associates
New York
$402K – – –
CWMGP
4208
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$401K +$78.3K +307 +29%
DWS
4209
Dynamic Wealth Strategies
California
$399K -$21.2K -83 -6%
AWM
4210
Avondale Wealth Management
Texas
$399K – – –
EW
4211
Entruity Wealth
California
$397K – – –
AWMG
4212
ADG Wealth Management Group
Louisiana
$397K +$19.1K +75 +6%
OPWM
4213
Oregon Pacific Wealth Management
Oregon
$396K -$3.57K -14 -1%
ORI
4214
Oak Ridge Investments
Illinois
$396K – – –
LA
4215
Lakeside Advisors
Washington
$396K -$12.5K -49 -3%
GC
4216
Gibson Capital
Pennsylvania
$394K -$22.2K -87 -6%
WA
4217
Whipplewood Advisors
Colorado
$393K -$2.09M -8,182 -86%
HA
4218
Hanover Advisors
South Carolina
$393K – – –
SBCM
4219
Silverberg Bernstein Capital Management
New York
$393K +$25.5K +100 +8%
JRFS
4220
James Reed Financial Services
Ohio
$392K – – –
FF
4221
Foronjy Financial
California
$391K +$345K +1,350 New
PP
4222
PrairieView Partners
Minnesota
$391K – – –
PWS
4223
Precision Wealth Strategies
Missouri
$391K +$344K +1,348 New
EC
4224
Eaton-Cambridge
Arizona
$391K +$15.6K +61 +5%
KWA
4225
Kondo Wealth Advisors
California
$390K -$2.04K -8 -0.6%
167 168
169
170 171