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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SRCM
4576
Signature Resources Capital Management
California
$114K – – –
CWP
4577
Clark Wealth Partners
Illinois
$110K +$107K +460 New
NCM
4578
Northwest Capital Management
Oregon
$110K -$27.9K -120 -21%
NA
4579
Nordwand Advisors
Pennsylvania
$105K – – –
SAS
4580
Stelac Advisory Services
New York
$104K +$101K +435 New
BHWM
4581
Bay Harbor Wealth Management
Maryland
$104K -$12.8K -55 -11%
RI
4582
Ridgewood Investments
New Jersey
$103K – – –
MWA
4583
Miller Wealth Advisors
Colorado
$103K – – –
PWM
4584
Parkworth Wealth Management
California
$102K +$98.8K +424 New
DRP
4585
Decker Retirement Planning
Utah
$100K +$97.4K +418 New
WTFG
4586
Wood Tarver Financial Group
Idaho
$100K +$98.1K +421 New
RTL
4587
Red Tortoise LLC
Georgia
$98.5K – – –
DPW
4588
DiNuzzo Private Wealth
Pennsylvania
$96.6K +$233 +1 +0.2%
MAM
4589
Marquette Asset Management
Minnesota
$95.9K – – –
FW
4590
Fairway Wealth
Ohio
$94.4K +$91.8K +394 New
CW
4591
Curio Wealth
Maryland
$91.1K +$88.5K +380 New
FWM
4592
FLP Wealth Management
Arkansas
$85.8K +$83.4K +358 New
RF
4593
Robbins Farley
New Hampshire
$82.9K – – –
CWM
4594
Copia Wealth Management
Oregon
$80.1K +$77.8K +334 New
QL
4595
Quarry LP
New York
$77.9K +$75.7K +325 New
RWS
4596
Retirement Wealth Solutions
Wisconsin
$75.1K +$72.9K +313 New
KPP
4597
Kings Path Partners
Texas
$74.5K -$487K -2,093 -87%
MAS
4598
MPWM Advisory Solutions
Georgia
$72.2K +$70.1K +301 New
FNWA
4599
Financial Network Wealth Advisors
Utah
$71.9K -$122K -525 -64%
MC
4600
Montag & Caldwell
Georgia
$71.9K +$69.9K +300 New
182 183
184
185 186