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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
4676
Delap Wealth Advisory
Oregon
$320K +$307K +992 New
PFA
4677
Pettinga Financial Advisors
Indiana
$319K +$89.2K +288 +41%
FWM
4678
Fonville Wealth Management
Virginia
$319K +$49.5K +160 +19%
MUMSS
4679
Mitsubishi UFJ Morgan Stanley Securities
Japan
$319K +$307K +990 New
W
4680
WealthCollab
Washington
$318K – – –
RWA
4681
Reicon Wealth Advisors
Georgia
$318K +$305K +986 New
SWM
4682
StoneCrest Wealth Management
Arizona
$317K -$3.71K -12 -1%
FCM
4683
Fogel Capital Management
Florida
$317K +$305K +985 New
BCAM
4684
Boston Common Asset Management
Massachusetts
$317K – – –
MWM
4685
Magnolia Wealth Management
Alabama
$317K +$10.8K +35 +4%
MSWA
4686
Marshall & Sterling Wealth Advisors
New York
$317K -$60.1K -194 -16%
WOSD
4687
WFA of San Diego
California
$317K -$5.26K -17 -2%
RIM
4688
Reliant Investment Management
Tennessee
$316K +$21.7K +70 +8%
GJIA
4689
Glass Jacobson Investment Advisors
Maryland
$316K – – –
AC
4690
AIFG Consultants
New York
$315K -$58.8K -190 -16%
RI
4691
Rinkey Investments
California
$315K – – –
FFW
4692
Fusion Family Wealth
New York
$314K +$310 +1 +0.1%
IWB
4693
Innovative Wealth Building
Maryland
$314K +$1.55K +5 +0.5%
NA
4694
Nautilus Advisors
California
$313K -$38.1K -123 -11%
SIM
4695
Synergy Investment Management
Florida
$313K +$70.9K +229 +31%
KFG
4696
Kropog Financial Group
Louisiana
$313K +$1.55K +5 +0.5%
WI
4697
Westbourne Investments
Virginia
$313K +$4.95K +16 +2%
CIC
4698
Chase Investment Counsel
Virginia
$312K -$3.71K -12 -1%
EFN
4699
Equita Financial Network
Pennsylvania
$311K +$23.2K +75 +8%
AAM
4700
Auxier Asset Management
Oregon
$311K -$46.4K -150 -13%
186 187
188
189 190