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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
4651
Winnow Wealth
Texas
$145K +$105K +411 +462%
MFT
4652
Moisand Fitzgerald Tamayo
Florida
$144K – – –
WTFG
4653
Wood Tarver Financial Group
Idaho
$143K +$11.5K +45 +10%
PWM
4654
Parkworth Wealth Management
California
$137K +$11.7K +46 +11%
CWP
4655
Clark Wealth Partners
Illinois
$135K +$1.28K +5 +1%
RI
4656
Ridgewood Investments
New Jersey
$131K – – –
CW
4657
Curio Wealth
Maryland
$128K +$112K +438 +10,950%
MWA
4658
Miller Wealth Advisors
Colorado
$125K – – –
PPA
4659
Painted Porch Advisors
California
$125K -$2.55K -10 -2%
MSG
4660
Main Street Group
Virginia
$124K -$10.2K -40 -9%
IWM
4661
Inlight Wealth Management
Georgia
$124K – – –
NCM
4662
Northwest Capital Management
Oregon
$122K -$9.44K -37 -8%
TWD
4663
True Wealth Design
Ohio
$120K +$5.87K +23 +6%
RTL
4664
Red Tortoise LLC
Georgia
$119K +$255 +1 +0.2%
DPW
4665
DiNuzzo Private Wealth
Pennsylvania
$118K +$766 +3 +0.7%
FCG
4666
Financial Connections Group
California
$116K +$15.3K +60 +17%
MAM
4667
Marquette Asset Management
Minnesota
$116K – – –
LWMI
4668
Legacy Wealth Management (Idaho)
Idaho
$115K +$39.3K +154 +64%
LIS
4669
Legacy Investment Solutions
Idaho
$115K +$101K +396 New
PP
4670
Pingora Partners
Wyoming
$115K – – –
MAWAG
4671
Mid-American Wealth Advisory Group
Missouri
$114K +$100K +393 New
RF
4672
Robinswood Financial
Washington
$109K – – –
FGC
4673
Financial Gravity Companies
Texas
$106K +$93.1K +365 New
KG
4674
Kilter Group
New York
$99.2K +$87.3K +342 New
CWM
4675
Copia Wealth Management
Oregon
$98.9K +$1.79K +7 +2%
185 186
187
188 189