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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
4676
Bare Financial Services
Pennsylvania
$96K +$27.1K +106 +47%
RF
4677
Robbins Farley
New Hampshire
$93.6K -$5.87K -23 -7%
RWS
4678
Retirement Wealth Solutions
Wisconsin
$90.8K – – –
SFCL
4679
Strengthening Families & Communities LLC
Massachusetts
$90.7K -$18.6K -73 -19%
KPP
4680
Kings Path Partners
Texas
$90.2K – – –
ACM
4681
Anfield Capital Management
California
$88.1K +$1.53K +6 +2%
MC
4682
Montag & Caldwell
Georgia
$87K – – –
TIAAOA
4683
Teachers Insurance & Annuity Association of America
New York
$87K +$76.6K +300 New
HHGA
4684
Halbert Hargrove Global Advisors
California
$84.9K -$6.63K -26 -8%
MIM
4685
Meridiem Investment Management
United Kingdom
$81.2K – – –
TVWM
4686
Tower View Wealth Management
Wisconsin
$80.9K +$510 +2 +0.7%
CI
4687
Clal Insurance
Israel
$77K -$13.3K -52 -16%
EWM
4688
Evolution Wealth Management
Florida
$76.8K +$67.6K +265 New
CAWM
4689
Capital A Wealth Management
Pennsylvania
$75.2K +$41.9K +164 +59%
PA
4690
Pineridge Advisors
Missouri
$71.4K +$2.81K +11 +5%
APW
4691
Atlantic Private Wealth
North Carolina
$70K +$10.7K +42 +21%
VWWMG
4692
Vermillion & White Wealth Management Group
Pennsylvania
$67.8K – – –
DCM
4693
Disciplina Capital Management
Tennessee
$67.8K -$4.59K -18 -7%
RWA
4694
Redmont Wealth Advisors
Illinois
$66.1K +$40.6K +159 +230%
SHM
4695
Sagard Holdings Management
Ontario, Canada
$64.4K +$56.7K +222 New
CMA
4696
Cedar Mountain Advisors
Oregon
$63.2K – – –
CAM
4697
Clarity Asset Management
Iowa
$62.9K +$25.8K +101 +87%
UIA
4698
Ulland Investment Advisors
Minnesota
$61K -$44.7K -175 -46%
HFS
4699
Horizon Financial Services
North Carolina
$60.9K +$1.79K +7 +3%
BMC
4700
Bear Mountain Capital
Washington
$58.8K -$3.83K -15 -7%
186 187
188
189 190