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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
4676
Cumberland Advisors
Florida
$322K – – –
MCG
4677
McCollum Christoferson Group
New York
$322K – – –
MWM
4678
MOR Wealth Management
Pennsylvania
$322K +$310K +1,000 New
UA
4679
URS Advisory
Florida
$322K +$310K +1,000 New
CMP
4680
Coston McIsaac & Partners
Maine
$322K +$7.43K +24 +2%
NLA
4681
Northern Lights Advisors
Washington
$322K +$309K +999 New
PGFG
4682
Pine Grove Financial Group
Minnesota
$322K +$309K +998 New
MA
4683
McGrath & Associates
North Carolina
$321K – – –
FPN
4684
Financial Planning Navigators
Minnesota
$321K +$308K +996 New
GCM
4685
Gladius Capital Management
Illinois
$320K +$307K +993 New
DQRIM
4686
Dale Q Rice Investment Management
Washington
$320K – – –
FWSM
4687
First Wilshire Securities Management
California
$320K – – –
DWA
4688
Delap Wealth Advisory
Oregon
$320K +$307K +992 New
PFA
4689
Pettinga Financial Advisors
Indiana
$319K +$89.2K +288 +41%
FWM
4690
Fonville Wealth Management
Virginia
$319K +$49.5K +160 +19%
MUMSS
4691
Mitsubishi UFJ Morgan Stanley Securities
Japan
$319K +$307K +990 New
W
4692
WealthCollab
Washington
$318K – – –
RWA
4693
Reicon Wealth Advisors
Georgia
$318K +$305K +986 New
SWM
4694
StoneCrest Wealth Management
Arizona
$317K -$3.71K -12 -1%
FCM
4695
Fogel Capital Management
Florida
$317K +$305K +985 New
BCAM
4696
Boston Common Asset Management
Massachusetts
$317K – – –
MWM
4697
Magnolia Wealth Management
Alabama
$317K +$10.8K +35 +4%
MSWA
4698
Marshall & Sterling Wealth Advisors
New York
$317K -$60.1K -194 -16%
WOSD
4699
WFA of San Diego
California
$317K -$5.26K -17 -2%
RIM
4700
Reliant Investment Management
Tennessee
$316K +$21.7K +70 +8%
186 187
188
189 190