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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GPW
4651
Gray Private Wealth
Massachusetts
$360K +$122K +393 +56%
MCG
4652
McCollum Christoferson Group
New York
$359K – – –
NOI
4653
Newton One Investments
Delaware
$359K +$1.86K +6 +0.5%
UA
4654
URS Advisory
Florida
$359K +$11.2K +36 +3%
SPFA
4655
Summit Place Financial Advisors
New Jersey
$358K -$104K -335 -23%
TFS
4656
truNorth Financial Services
Pennsylvania
$358K +$1.55K +5 +0.5%
SF
4657
SWP Financial
California
$358K +$30.4K +98 +10%
JWM
4658
Johnson Wealth Management
North Dakota
$358K +$14.6K +47 +4%
AWP
4659
Accretive Wealth Partners
New Jersey
$357K -$46.3K -149 -12%
WOSD
4660
WFA of San Diego
California
$357K – – –
PIA
4661
Panoramic Investment Advisors
Colorado
$356K -$4.35K -14 -1%
DWM
4662
Daner Wealth Management
Georgia
$356K +$4.66K +15 +2%
HP
4663
Havemeyer Place
Connecticut
$356K -$557K -1,795 -62%
HOWA
4664
Heritage Oak Wealth Advisors
Florida
$355K +$34.2K +110 +11%
PFG
4665
Premier Financial Group
California
$355K +$337K +1,086 New
PCM
4666
Prelude Capital Management
New York
$354K -$500K -1,610 -60%
CA
4667
Claris Advisors
Missouri
$354K -$1.24K -4 -0.4%
EP
4668
Essential Partners
California
$354K +$75.2K +242 +29%
SFSG
4669
Sound Financial Strategies Group
Mississippi
$353K – – –
PA
4670
Prossimo Advisors
California
$353K – – –
VWM
4671
Verus Wealth Management
Wisconsin
$351K – – –
VW
4672
Veridan Wealth
Oregon
$351K +$17.4K +56 +6%
SFG
4673
Strive Financial Group
Indiana
$351K +$18.6K +60 +6%
EP
4674
EPIQ Partners
Minnesota
$350K – – –
LWM
4675
Luminvest Wealth Management
Arizona
$349K +$64.9K +209 +24%
185 186
187
188 189