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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
4651
Westend Capital Management
California
$25K – – –
1L
4652
10Elms LLP
Oklahoma
$24.5K – – –
GAG
4653
Goodman Advisory Group
Massachusetts
$22.8K +$23.7K +93 New
ATC
4654
Advantage Trust Company
Kansas
$22.1K – – –
WW
4655
Winnow Wealth
Texas
$21.7K +$7.39K +29 +48%
FG
4656
Fairman Group
Pennsylvania
$18.5K -$207K -811 -91%
KFGG
4657
Keystone Financial Group (Georgia)
Georgia
$18.4K – – –
IAG
4658
Innovative Advisory Group
Massachusetts
$18.4K – – –
RWA
4659
Redmont Wealth Advisors
Illinois
$16.9K +$17.6K +69 New
RA
4660
Resolute Advisors
California
$16.2K -$316K -1,239 -95%
JFG
4661
JDM Financial Group
Texas
$15.9K – – –
PIS
4662
POM Investment Strategies
North Carolina
$15.7K -$482K -1,889 -97%
MDA
4663
Minot DeBlois Advisors
Massachusetts
$14.7K -$42.1K -165 -73%
PS
4664
PayPay Securities
Japan
$13.6K -$2.29K -9 -14%
HIA
4665
HFM Investment Advisors
New Jersey
$13.5K +$14K +55 New
CJH
4666
Christopher J. Hasenberg
Wisconsin
$12.2K – – –
LFA
4667
LGT Financial Advisors
Texas
$11K -$127K -500 -92%
RJA
4668
Ross\Johnson & Associates
Minnesota
$7.85K +$8.16K +32 New
CFS
4669
Compass Financial Services
Iowa
$7.6K +$7.9K +31 New
IMC
4670
Investment Management Corporation
Virginia
$7.11K – – –
KIG
4671
Kessler Investment Group
Indiana
$6.57K – – –
CWM
4672
Cedar Wealth Management
California
$5.89K – – –
MS
4673
Mizuho Securities
Japan
$4.91K +$5.1K +20 New
IA
4674
IFS Advisors
Kansas
$2.74K – – –
CCM
4675
Campbell Capital Management
Florida
$1.23K – – –
185 186
187
188 189