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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
MW
4626
Members Wealth
Pennsylvania
$368K +$32.3K +104 +10%
4WM
4627
4J Wealth Management
Virginia
$367K -$4.35K -14 -1%
PWM
4628
Penobscot Wealth Management
Maine
$367K -$79.5K -256 -19%
SA
4629
Sicart Associates
New York
$367K -$15.5K -50 -4%
IW
4630
Imprint Wealth
South Carolina
$367K – – –
IFS
4631
Integrated Financial Solutions
Virginia
$367K +$57.5K +185 +20%
TWM
4632
TLW Wealth Management
Florida
$367K +$348K +1,120 New
LL
4633
LPWM LLC
Minnesota
$366K -$3.42K -11 -1%
SPIO
4634
Seven Post Investment Office
California
$366K +$347K +1,117 New
WJS
4635
William John Sempolinski
Massachusetts
$365K – – –
LWM
4636
Laidlaw Wealth Management
New York
$365K +$1.55K +5 +0.5%
APW
4637
Atlantic Private Wealth
North Carolina
$365K – – –
SC
4638
Schubert & Co
Texas
$365K -$79.5K -256 -19%
PC
4639
Prairiewood Capital
North Dakota
$364K -$13K -42 -4%
WF
4640
Warner Financial
Maryland
$363K +$1.24K +4 +0.4%
CCM
4641
Chiron Capital Management
Florida
$363K – – –
Eagle Capital Management (New York)
4642
Eagle Capital Management (New York)
New York
$363K – – –
RG
4643
RHL Group
Michigan
$363K +$1.55K +5 +0.5%
RS
4644
Retirement Solution
Washington
$362K +$14K +45 +4%
HWA
4645
HighRoad Wealth Advisors
Oregon
$362K – – –
KA
4646
Kure Advisory
Minnesota
$361K -$84.2K -271 -20%
ARG
4647
Advisory Resource Group
Oklahoma
$361K – – –
RFPS
4648
Reality Financial Planning Services
Florida
$361K – – –
SWM
4649
Steelhead Wealth Management
Virginia
$361K +$104K +336 +44%
MFA
4650
McClarren Financial Advisors
Pennsylvania
$360K +$932 +3 +0.3%