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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
PPW
4526
PACK Private Wealth
Minnesota
$253K – – –
CCA
4527
Corps Capital Advisors
Texas
$253K – – –
FF
4528
Foronjy Financial
California
$252K -$164K -550 -41%
NCFG
4529
New Century Financial Group
New Jersey
$252K -$296K -996 -55%
1NWS
4530
1 North Wealth Services
Maryland
$252K – – –
RA
4531
RiverTree Advisors
Florida
$252K – – –
SF
4532
Schaeffer Financial
Maryland
$252K – – –
SPA
4533
Sentinel Pension Advisors
Massachusetts
$252K – – –
RPCA
4534
Running Point Capital Advisors
California
$251K +$14.3K +48 +6%
OC
4535
Optima Capital
Oregon
$249K +$7.73K +26 +3%
SWAG
4536
Spectrum Wealth Advisory Group
California
$248K -$1.19K -4 -0.5%
IWA
4537
Integrity Wealth Advisors
California
$248K +$242K +815 New
BWM
4538
BAM Wealth Management
Colorado
$248K +$233K +785 New
CFSG
4539
Clark Financial Services Group
Missouri
$247K -$212K -714 -48%
OWM
4540
Opes Wealth Management
California
$246K +$19K +64 +9%
PAM
4541
PVG Asset Management
Colorado
$246K – – –
SSIM
4542
Sheets Smith Investment Management
Texas
$246K +$232K +780 New
SWA
4543
Sightline Wealth Advisors
Connecticut
$246K – – –
MGWA
4544
Monument Group Wealth Advisors
Massachusetts
$246K -$257K -865 -53%
OFP
4545
OFC Financial Planning
New Jersey
$245K -$3.27K -11 -1%
EMB
4546
Elefante Mark B
$244K -$7.43K -25 -3%
WWA
4547
Wingate Wealth Advisors
Massachusetts
$243K +$13.4K +45 +6%
NPAN
4548
Northeast Planning Associates NH
New Hampshire
$243K +$1.49K +5 +0.7%
PC
4549
Promus Capital
Illinois
$242K +$595 +2 +0.3%
DJYG
4550
David J. Yvars Group
Florida
$242K – – –