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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NRW
4251
Nova R Wealth
Kansas
$558K -$6.83K -22 -1%
WA
4252
Waystone Advisors
Washington
$557K +$37.9K +122 +8%
DKCM
4253
Davidson Kahn Capital Management
California
$555K +$157K +505 +42%
PBF
4254
Petix & Botte Financial
California
$555K +$263K +848 +100%
LC
4255
Lavaca Capital
Texas
$555K +$89.7K +289 +21%
AFC
4256
Ares Financial Consulting
California
$554K – – –
CWA
4257
Continuum Wealth Advisors
New York
$553K +$64.6K +208 +14%
HFS
4258
Horizon Financial Services
North Carolina
$552K +$441K +1,421 +534%
JRFS
4259
James Reed Financial Services
Ohio
$551K – – –
AI
4260
Axecap Investments
Ohio
$551K -$3.88M -12,481 -88%
BWP
4261
BlueStem Wealth Partners
Minnesota
$550K +$27.9K +90 +6%
RSWA
4262
Robinson Smith Wealth Advisors
Maine
$549K -$186K -600 -26%
AIFAIM
4263
American Institute for Advanced Investment Management
Arizona
$548K – – –
AWM
4264
Avondale Wealth Management
Texas
$548K +$93.2K +300 +22%
CM
4265
Columbus Macro
Pennsylvania
$548K -$17.4K -56 -3%
SC
4266
Saturna Capital
Washington
$548K -$373K -1,200 -42%
WWM
4267
WT Wealth Management
Arizona
$547K -$8.7K -28 -2%
MQWP
4268
Morey & Quinn Wealth Partners
Nebraska
$545K +$29.5K +95 +6%
EWM
4269
Endowment Wealth Management
Wisconsin
$545K +$6.21K +20 +1%
CJ
4270
Caitlin John
Michigan
$545K +$194K +625 +60%
WFS
4271
Walker Financial Services
Kentucky
$544K -$20.8K -67 -4%
CWMGP
4272
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$543K +$1.55K +5 +0.3%
PFA
4273
Plotkin Financial Advisors
Maryland
$543K +$33.9K +109 +7%
IPW
4274
IronBridge Private Wealth
Texas
$542K +$2.17K +7 +0.4%
CS
4275
CapitalatWork SA
$542K – – –
169 170
171
172 173