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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
DP
4326
Denver PWM
Colorado
$507K
PVAMC
4327
PPS&V Asset Management Consultants
Michigan
$506K +$6.5K +21 +1%
FA
4328
Fountainhead AM
New Jersey
$506K -$1.62M -5,234 -77%
FFC
4329
Frederick Financial Consultants
Maryland
$505K +$35.6K +115 +8%
SWP
4330
ShoreHaven Wealth Partners
New Jersey
$505K +$13.6K +44 +3%
CCM
4331
Chickasaw Capital Management
Tennessee
$505K -$1.55K -5 -0.3%
BFS
4332
Baskin Financial Services
Ontario, Canada
$503K
CFS
4333
Cannon Financial Strategists
Georgia
$502K
SAM
4334
Seelaus Asset Management
New Jersey
$501K
NWP
4335
NerdWallet Wealth Partners
New York
$500K -$3.71K -12 -0.8%
WA
4336
Waystone Advisors
Washington
$500K +$480K +1,551 New
BLAM
4337
Bourne Lent Asset Management
New York
$499K
IWN
4338
Independent Wealth Network
Iowa
$499K -$27.9K -90 -5%
EFL
4339
ERn Financial LLC
Wisconsin
$499K
PFA
4340
Plotkin Financial Advisors
Maryland
$499K +$15.2K +49 +3%
AWM
4341
Able Wealth Management
New Jersey
$497K +$44.9K +145 +10%
MA
4342
Mezzasalma Advisors
New Jersey
$496K
BLWM
4343
Bucket List Wealth Management
Florida
$496K +$476K +1,538 New
IW
4344
Instrumental Wealth
Florida
$495K +$33.1K +107 +7%
WCM
4345
Warburton Capital Management
Oklahoma
$495K +$35.3K +114 +8%
WMN
4346
Wealth Management Nebraska
Nebraska
$494K +$92.3K +298 +24%
Twin Tree Management
4347
Twin Tree Management
Texas
$494K +$475K +1,533 New
KCAM
4348
Kagan Cocozza Asset Management
New Jersey
$494K -$28.2K -91 -6%
2L
4349
25 LLC
Missouri
$492K +$20.4K +66 +5%
DWS
4350
Dynamic Wealth Strategies
California
$492K +$5.57K +18 +1%