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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
4676
Painted Porch Advisors
California
$136K – – –
MSG
4677
Main Street Group
Virginia
$135K – – –
IWM
4678
Inlight Wealth Management
Georgia
$135K – – –
RTL
4679
Red Tortoise LLC
Georgia
$130K – – –
PP
4680
Pingora Partners
Wyoming
$125K – – –
LWMI
4681
Legacy Wealth Management (Idaho)
Idaho
$122K -$2.38K -8 -2%
DPW
4682
DiNuzzo Private Wealth
Pennsylvania
$122K – – –
CW
4683
Curio Wealth
Maryland
$120K -$18.4K -62 -14%
RF
4684
Robinswood Financial
Washington
$119K – – –
KG
4685
Kilter Group
New York
$117K +$8.33K +28 +8%
EWM
4686
Evolution Wealth Management
Florida
$116K +$30.9K +104 +39%
BFS
4687
Bare Financial Services
Pennsylvania
$113K +$8.03K +27 +8%
FCG
4688
Financial Connections Group
California
$108K -$17.8K -60 -15%
DWA
4689
Delos Wealth Advisors
Texas
$102K +$77.3K +260 +406%
CMA
4690
Cedar Mountain Advisors
Oregon
$101K +$30.6K +103 +47%
NCM
4691
Northwest Capital Management
Oregon
$101K -$30.3K -102 -24%
HA
4692
Heartland Advisors
Wisconsin
$99.7K +$94K +316 New
RF
4693
Robbins Farley
New Hampshire
$99.4K -$2.38K -8 -2%
SFCL
4694
Strengthening Families & Communities LLC
Massachusetts
$99.2K +$297 +1 +0.3%
RWS
4695
Retirement Wealth Solutions
Wisconsin
$98.9K +$297 +1 +0.3%
ACM
4696
Anfield Capital Management
California
$98.4K +$2.38K +8 +3%
CFG
4697
Clayton Financial Group
Missouri
$96.2K +$90.7K +305 New
KPP
4698
Kings Path Partners
Texas
$95.6K -$2.38K -8 -3%
SA
4699
Seneschal Advisors
Washington
$95.1K +$89.8K +302 New
UIA
4700
Ulland Investment Advisors
Minnesota
$93K +$25.9K +87 +42%
186 187
188
189 190