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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCG
4401
McCollum Christoferson Group
New York
$315K +$297K +1,000 New
SWM
4402
StoneCrest Wealth Management
Arizona
$314K -$4.16K -14 -1%
MA
4403
McGrath & Associates
North Carolina
$314K – – –
FWSM
4404
First Wilshire Securities Management
California
$313K -$59.5K -200 -17%
MCIA
4405
Mountain Capital Investment Advisors
Colorado
$312K -$11.3K -38 -4%
PP
4406
PFS Partners
New Jersey
$312K -$18.1K -61 -6%
HWM
4407
HRC Wealth Management
Idaho
$311K – – –
W
4408
WealthCollab
Washington
$311K – – –
BCAM
4409
Boston Common Asset Management
Massachusetts
$310K – – –
GJIA
4410
Glass Jacobson Investment Advisors
Maryland
$309K – – –
EIA
4411
Eastover Investment Advisors
North Carolina
$309K -$3.87K -13 -1%
CIC
4412
Chase Investment Counsel
Virginia
$309K +$25K +84 +9%
MW
4413
Members Wealth
Pennsylvania
$309K +$296K +994 New
RI
4414
Rinkey Investments
California
$308K -$49.7K -167 -15%
SFG
4415
Synergy Financial Group
California
$308K +$9.22K +31 +3%
CMP
4416
Coston McIsaac & Partners
Maine
$308K +$6.25K +21 +2%
WH
4417
Whitcomb & Hess
Ohio
$308K -$35.1K -118 -11%
SIM
4418
Sims Investment Management
Ohio
$308K – – –
SWM
4419
Seed Wealth Management
Illinois
$307K -$155K -521 -35%
FFW
4420
Fusion Family Wealth
New York
$307K +$297 +1 +0.1%
SWM
4421
Stonebridge Wealth Management
Illinois
$306K – – –
IWB
4422
Innovative Wealth Building
Maryland
$306K +$1.19K +4 +0.4%
KFG
4423
Kropog Financial Group
Louisiana
$305K +$1.49K +5 +0.5%
KA
4424
Kure Advisory
Minnesota
$304K -$13.1K -44 -4%
NLWP
4425
Next Level Wealth Planning
Idaho
$304K – – –
175 176
177
178 179