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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
4251
Richardson Capital Management
Wisconsin
$311K +$274K +1,074 +559%
IHWM
4252
Iron Horse Wealth Management
Iowa
$310K +$25.7K +101 +9%
RL
4253
Retireful LLC
Michigan
$310K -$24.2K -95 -7%
GWSA
4254
Global Wealth Strategies & Associates
Colorado
$310K +$32.4K +127 +11%
B
4255
Bellecapital
Switzerland
$310K +$35.7K +140 +12%
PPH
4256
Pure Portfolios Holdings
Oregon
$309K +$77.8K +305 +32%
VAM
4257
Verity Asset Management
North Carolina
$308K -$6.37K -25 -2%
MLFP
4258
MPS Loria Financial Planners
Illinois
$308K +$510 +2 +0.2%
SBCM
4259
Silverberg Bernstein Capital Management
New York
$308K – – –
W
4260
WPWealth
Texas
$307K -$189K -741 -37%
CWM
4261
CarsonAllaria Wealth Management
Illinois
$307K -$8.41K -33 -3%
EP
4262
Essential Planning
New Hampshire
$306K -$21.3M -83,642 -99%
FWM
4263
FMB Wealth Management
California
$305K +$1.27K +5 +0.4%
2L
4264
25 LLC
Missouri
$305K +$38.2K +150 +14%
CA
4265
Crane Advisory
California
$305K – – –
PIA
4266
Panoramic Investment Advisors
Colorado
$305K -$255 -1 -0.1%
FA
4267
Fortis Advisors
Pennsylvania
$304K +$40K +157 +15%
FCM
4268
Family Capital Management
Michigan
$303K +$315K +1,237 New
CMP
4269
Coston McIsaac & Partners
Maine
$303K – – –
EC
4270
EntryPoint Capital
New York
$301K +$313K +1,228 New
UWM
4271
USAdvisors Wealth Management
Minnesota
$301K -$18.9K -74 -6%
TIA
4272
Tandem Investment Advisors
South Carolina
$300K -$309K -1,212 -50%
WMN
4273
Wealth Management Nebraska
Nebraska
$300K +$87.2K +342 +39%
GWA
4274
Geometric Wealth Advisors
District of Columbia
$300K +$4.84K +19 +2%
FFP
4275
Freedom Financial Partners
Minnesota
$298K -$1.02K -4 -0.3%
169 170
171
172 173