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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
WJS
4601
William John Sempolinski
Massachusetts
$365K +$347K +1,116 New
LWM
4602
Laidlaw Wealth Management
New York
$365K +$1.55K +5 +0.5%
APW
4603
Atlantic Private Wealth
North Carolina
$365K
SC
4604
Schubert & Co
Texas
$365K -$79.5K -256 -19%
PC
4605
Prairiewood Capital
North Dakota
$364K -$13K -42 -4%
WF
4606
Warner Financial
Maryland
$363K +$1.24K +4 +0.4%
CCM
4607
Chiron Capital Management
Florida
$363K
Eagle Capital Management (New York)
4608
Eagle Capital Management (New York)
New York
$363K
RG
4609
RHL Group
Michigan
$363K +$1.55K +5 +0.5%
RS
4610
Retirement Solution
Washington
$362K +$14K +45 +4%
HWA
4611
HighRoad Wealth Advisors
Oregon
$362K
KA
4612
Kure Advisory
Minnesota
$361K -$84.2K -271 -20%
ARG
4613
Advisory Resource Group
Oklahoma
$361K
RFPS
4614
Reality Financial Planning Services
Florida
$361K
SWM
4615
Steelhead Wealth Management
Virginia
$361K +$104K +336 +44%
MFA
4616
McClarren Financial Advisors
Pennsylvania
$360K +$932 +3 +0.3%
GPW
4617
Gray Private Wealth
Massachusetts
$360K +$122K +393 +56%
MCG
4618
McCollum Christoferson Group
New York
$359K
NOI
4619
Newton One Investments
Delaware
$359K +$1.86K +6 +0.5%
UA
4620
URS Advisory
Florida
$359K +$11.2K +36 +3%
SPFA
4621
Summit Place Financial Advisors
New Jersey
$358K -$104K -335 -23%
TFS
4622
truNorth Financial Services
Pennsylvania
$358K +$1.55K +5 +0.5%
SF
4623
SWP Financial
California
$358K +$30.4K +98 +10%
JWM
4624
Johnson Wealth Management
North Dakota
$358K +$14.6K +47 +4%
AWP
4625
Accretive Wealth Partners
New Jersey
$357K -$46.3K -149 -12%