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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
4676
Pingora Partners
Wyoming
$125K – – –
LWMI
4677
Legacy Wealth Management (Idaho)
Idaho
$122K -$2.38K -8 -2%
DPW
4678
DiNuzzo Private Wealth
Pennsylvania
$122K – – –
CW
4679
Curio Wealth
Maryland
$120K -$18.4K -62 -14%
RF
4680
Robinswood Financial
Washington
$119K – – –
KG
4681
Kilter Group
New York
$117K +$8.33K +28 +8%
EWM
4682
Evolution Wealth Management
Florida
$116K +$30.9K +104 +39%
BFS
4683
Bare Financial Services
Pennsylvania
$113K +$8.03K +27 +8%
FCG
4684
Financial Connections Group
California
$108K -$17.8K -60 -15%
DWA
4685
Delos Wealth Advisors
Texas
$102K +$77.3K +260 +406%
CMA
4686
Cedar Mountain Advisors
Oregon
$101K +$30.6K +103 +47%
NCM
4687
Northwest Capital Management
Oregon
$101K -$30.3K -102 -24%
HA
4688
Heartland Advisors
Wisconsin
$99.7K +$94K +316 New
RF
4689
Robbins Farley
New Hampshire
$99.4K -$2.38K -8 -2%
SFCL
4690
Strengthening Families & Communities LLC
Massachusetts
$99.2K +$297 +1 +0.3%
RWS
4691
Retirement Wealth Solutions
Wisconsin
$98.9K +$297 +1 +0.3%
ACM
4692
Anfield Capital Management
California
$98.4K +$2.38K +8 +3%
CFG
4693
Clayton Financial Group
Missouri
$96.2K +$90.7K +305 New
KPP
4694
Kings Path Partners
Texas
$95.6K -$2.38K -8 -3%
SA
4695
Seneschal Advisors
Washington
$95.1K +$89.8K +302 New
UIA
4696
Ulland Investment Advisors
Minnesota
$93K +$25.9K +87 +42%
RWA
4697
Redmont Wealth Advisors
Illinois
$92.9K +$19.6K +66 +29%
TVWM
4698
Tower View Wealth Management
Wisconsin
$88.4K +$297 +1 +0.4%
MIM
4699
Meridiem Investment Management
United Kingdom
$88.3K – – –
CI
4700
Clal Insurance
Israel
$81K -$1.78K -6 -2%
186 187
188
189 190