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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
WFP
4601
Wrenne Financial Planning
Kentucky
$331K -$10K -33 -3%
GCP
4602
Guardian Capital (Pennsylvania)
Pennsylvania
$331K -$177K -584 -34%
DA
4603
Dash Acquisitions
California
$331K +$910 +3 +0.3%
LSWP
4604
Liberty Square Wealth Partners
Pennsylvania
$331K -$54.3K -179 -14%
FIC
4605
Family Investment Center
Missouri
$331K -$211K -696 -38%
IW
4606
Imprint Wealth
South Carolina
$330K -$10.6K -35 -3%
LPFG
4607
Landing Point Financial Group
Ohio
$330K +$1.52K +5 +0.4%
CAS
4608
CTC Alternative Strategies
Illinois
$329K +$340K +1,120 New
LAM
4609
Lountzis Asset Management
Pennsylvania
$328K – – –
WJS
4610
William John Sempolinski
Massachusetts
$328K – – –
GWM
4611
GK Wealth Management
Nevada
$328K -$89.8K -296 -20%
DWM
4612
DWR Wealth Management
California
$328K +$3.34K +11 +1%
APW
4613
Atlantic Private Wealth
North Carolina
$328K -$13.4K -44 -4%
SCM
4614
Stonehearth Capital Management
Massachusetts
$328K – – –
RWS
4615
Rochester Wealth Strategies
Michigan
$327K +$19.7K +65 +6%
PGFG
4616
Pine Grove Financial Group
Minnesota
$327K +$34.3K +113 +11%
LWM
4617
Laidlaw Wealth Management
New York
$327K +$45.5K +150 +16%
Eagle Capital Management (New York)
4618
Eagle Capital Management (New York)
New York
$326K – – –
CCM
4619
Chiron Capital Management
Florida
$326K +$337K +1,109 New
BRIA
4620
Balanced Rock Investment Advisors
Massachusetts
$326K -$34.3K -113 -9%
HWA
4621
HighRoad Wealth Advisors
Oregon
$325K – – –
PFA
4622
Pettinga Financial Advisors
Indiana
$325K +$34.9K +115 +12%
RG
4623
RHL Group
Michigan
$325K -$351K -1,157 -51%
WF
4624
Warner Financial
Maryland
$325K – – –
NS
4625
Northland Securities
Minnesota
$325K -$33.4K -110 -9%