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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWSM
4401
First Wilshire Securities Management
California
$313K -$59.5K -200 -17%
MCIA
4402
Mountain Capital Investment Advisors
Colorado
$312K -$11.3K -38 -4%
PP
4403
PFS Partners
New Jersey
$312K -$18.1K -61 -6%
HWM
4404
HRC Wealth Management
Idaho
$311K – – –
W
4405
WealthCollab
Washington
$311K – – –
BCAM
4406
Boston Common Asset Management
Massachusetts
$310K – – –
GJIA
4407
Glass Jacobson Investment Advisors
Maryland
$309K – – –
EIA
4408
Eastover Investment Advisors
North Carolina
$309K -$3.87K -13 -1%
CIC
4409
Chase Investment Counsel
Virginia
$309K +$25K +84 +9%
MW
4410
Members Wealth
Pennsylvania
$309K +$296K +994 New
RI
4411
Rinkey Investments
California
$308K -$49.7K -167 -15%
SFG
4412
Synergy Financial Group
California
$308K +$9.22K +31 +3%
CMP
4413
Coston McIsaac & Partners
Maine
$308K +$6.25K +21 +2%
WH
4414
Whitcomb & Hess
Ohio
$308K -$35.1K -118 -11%
SIM
4415
Sims Investment Management
Ohio
$308K – – –
SWM
4416
Seed Wealth Management
Illinois
$307K -$155K -521 -35%
FFW
4417
Fusion Family Wealth
New York
$307K +$297 +1 +0.1%
SWM
4418
Stonebridge Wealth Management
Illinois
$306K – – –
IWB
4419
Innovative Wealth Building
Maryland
$306K +$1.19K +4 +0.4%
KFG
4420
Kropog Financial Group
Louisiana
$305K +$1.49K +5 +0.5%
KA
4421
Kure Advisory
Minnesota
$304K -$13.1K -44 -4%
NLWP
4422
Next Level Wealth Planning
Idaho
$304K – – –
BBNB
4423
Baker Boyer National Bank
Washington
$304K -$30.3K -102 -10%
RWM
4424
Rialto Wealth Management
New York
$304K +$9.81K +33 +4%
DQRIM
4425
Dale Q Rice Investment Management
Washington
$303K – – –
175 176
177
178 179