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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
4576
Cloud Capital Management
Washington
$127K +$133K +520 New
SCA
4577
Stuart Chaussee & Associates
California
$124K -$39.5K -155 -24%
AAG
4578
Accordant Advisory Group
Maryland
$123K – – –
MFT
4579
Moisand Fitzgerald Tamayo
Florida
$122K -$5.35K -21 -4%
SRCM
4580
Signature Resources Capital Management
California
$116K – – –
MSG
4581
Main Street Group
Virginia
$115K -$113K -444 -49%
CWP
4582
Clark Wealth Partners
Illinois
$113K +$510 +2 +0.4%
NCM
4583
Northwest Capital Management
Oregon
$113K – – –
RI
4584
Ridgewood Investments
New Jersey
$111K +$5.61K +22 +5%
WTFG
4585
Wood Tarver Financial Group
Idaho
$111K +$7.9K +31 +7%
AF
4586
Abound Financial
California
$108K +$112K +440 New
PPA
4587
Painted Porch Advisors
California
$108K -$73.2K -287 -39%
NA
4588
Nordwand Advisors
Pennsylvania
$108K – – –
CW
4589
Curio Wealth
Maryland
$106K -$95.9K -376 -99%
MWA
4590
Miller Wealth Advisors
Colorado
$105K – – –
IWM
4591
Inlight Wealth Management
Georgia
$105K +$109K +427 New
PWM
4592
Parkworth Wealth Management
California
$105K +$510 +2 +0.5%
RTL
4593
Red Tortoise LLC
Georgia
$101K – – –
DPW
4594
DiNuzzo Private Wealth
Pennsylvania
$98.9K – – –
MAM
4595
Marquette Asset Management
Minnesota
$98.1K – – –
PP
4596
Pingora Partners
Wyoming
$96.9K -$28K -110 -22%
TWD
4597
True Wealth Design
Ohio
$96.1K +$33.9K +133 +51%
SFCL
4598
Strengthening Families & Communities LLC
Massachusetts
$94.6K +$54.8K +215 +126%
UIA
4599
Ulland Investment Advisors
Minnesota
$94K +$44.6K +175 +84%
RF
4600
Robinswood Financial
Washington
$92.6K +$43.3K +170 +82%