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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWMP
4226
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$524K +$14.6K +48 +3%
SLG
4227
Sanchez Levi Garrett
$523K +$540K +1,779 New
NFTC
4228
North Forty Two & Co
Oregon
$523K -$27.3K -90 -5%
IWP
4229
Innova Wealth Partners
Pennsylvania
$523K -$48.6K -160 -8%
TWP
4230
Tower Wealth Partners
Pennsylvania
$523K – – –
DWA
4231
Delta Wealth Advisors
Indiana
$523K +$17.3K +57 +3%
SWMG
4232
Sanchez Wealth Management Group
Florida
$522K +$7.89K +26 +1%
TA
4233
Townsend & Associates
Colorado
$520K – – –
TLA
4234
Tanglewood Legacy Advisors
Texas
$519K – – –
LWA
4235
Ledgewood Wealth Advisors
New Hampshire
$518K – – –
MAM
4236
MMA Asset Management
Pennsylvania
$518K -$13.1K -43 -2%
XT
4237
XTX Topco
Cayman Islands
$517K -$24M -79,171 -98%
CCP
4238
Cushing Capital Partners
Wisconsin
$516K -$10.6K -35 -2%
JGIA
4239
Jackson Grant Investment Advisers
Connecticut
$516K +$16.1K +53 +3%
GRA
4240
Golden Road Advisors
Florida
$515K +$47.3K +156 +10%
GSWM
4241
Greenup Street Wealth Management
Michigan
$515K +$16.1K +53 +3%
SCA
4242
Sage Capital Advisors
South Dakota
$514K +$1.82K +6 +0.3%
WAG
4243
Wallace Advisory Group
California
$513K +$3.94K +13 +0.8%
S
4244
Storgate
Texas
$511K +$5.77K +19 +1%
FFG
4245
Fortress Financial Group
Minnesota
$510K -$285K -939 -35%
KFS
4246
Kurt F. Somerville
$509K -$177K -582 -25%
AWMG
4247
ADG Wealth Management Group
Louisiana
$509K +$74.7K +246 +17%
CM
4248
Columbus Macro
Pennsylvania
$509K -$8.8K -29 -2%
SOAG
4249
Silver Oak Advisory Group
Oregon
$508K – – –
WFS
4250
Walker Financial Services
Kentucky
$508K +$14.6K +48 +3%
168 169
170
171 172