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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RPA
4651
Redwood Park Advisors
California
$28.8K +$27.9K +120 New
CPL
4652
Capital & Planning LLC
Georgia
$25.2K +$24.5K +105 New
WCM
4653
Westend Capital Management
California
$24.4K – – –
1L
4654
10Elms LLP
Oklahoma
$24K +$23.3K +100 New
ATC
4655
Advantage Trust Company
Kansas
$21.6K – – –
FIA
4656
FPC Investment Advisory
California
$20K +$17.5K +75 New
SWM
4657
Sanctuary Wealth Management
Idaho
$19.7K +$14.4K +62 +310%
IAG
4658
Innovative Advisory Group
Massachusetts
$18K +$17.5K +75 New
KFGG
4659
Keystone Financial Group (Georgia)
Georgia
$17.7K +$17.2K +74 New
JFG
4660
JDM Financial Group
Texas
$15.6K – – –
DWA
4661
Delos Wealth Advisors
Texas
$15.3K +$7.92K +34 +113%
PS
4662
PayPay Securities
Japan
$15.3K -$466 -2 -3%
CI
4663
Clal Insurance
Israel
$15K +$14.9K +64 New
WW
4664
Winnow Wealth
Texas
$14.2K +$14K +60 New
CJH
4665
Christopher J. Hasenberg
Wisconsin
$12K – – –
CF
4666
Conquis Financial
California
$11.5K +$11.2K +48 New
NS
4667
NBC Securities
Alabama
$9.98K -$10.2M -43,969 -100%
PPWM
4668
PFG Private Wealth Management
Florida
$9.11K – – –
FWA
4669
FSC Wealth Advisors
New York
$7.43K – – –
IMC
4670
Investment Management Corporation
Virginia
$6.95K +$6.75K +29 New
KIG
4671
Kessler Investment Group
Indiana
$6.42K – – –
CWM
4672
Cedar Wealth Management
California
$5.75K -$119K -513 -96%
SC
4673
Stance Capital
Massachusetts
$5.75K +$5.59K +24 New
FC
4674
Family CFO
California
$5.03K +$4.89K +21 New
SMAM
4675
Sugar Maple Asset Management
Wisconsin
$4.08K +$3.96K +17 New
185 186
187
188 189