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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
4701
Advisory Advocates
Michigan
$292K +$103K +338 +52%
RIG
4702
Renaissance Investment Group
Massachusetts
$292K +$86.5K +285 +40%
KOC
4703
Koss-Olinger Consulting
Florida
$291K -$281K -926 -48%
MSWA
4704
Marshall & Sterling Wealth Advisors
New York
$290K +$1.52K +5 +0.5%
ZAM
4705
Zevin Asset Management
Massachusetts
$290K -$19.4K -64 -6%
W
4706
WealthCollab
Washington
$290K – – –
OFG
4707
Opulen Financial Group
Virginia
$290K +$7.28K +24 +2%
PWA
4708
Prairie Wealth Advisors
Nebraska
$290K – – –
NA
4709
Nautilus Advisors
California
$290K +$3.94K +13 +1%
BCAM
4710
Boston Common Asset Management
Massachusetts
$289K – – –
MWM
4711
Magnolia Wealth Management
Alabama
$289K – – –
WOSD
4712
WFA of San Diego
California
$289K – – –
FWM
4713
FFT Wealth Management
Pennsylvania
$288K +$297K +979 New
AW
4714
Ankerstar Wealth
Texas
$288K +$146K +480 +96%
RLWM
4715
RF&L Wealth Management
Massachusetts
$288K -$1.83M -6,023 -86%
RI
4716
Rinkey Investments
California
$287K – – –
FFW
4717
Fusion Family Wealth
New York
$287K +$303 +1 +0.1%
KFG
4718
Kropog Financial Group
Louisiana
$287K +$1.21K +4 +0.4%
WA
4719
WPG Advisers
Maryland
$287K -$30K -99 -9%
HOWA
4720
Heritage Oak Wealth Advisors
Florida
$287K +$66.5K +219 +29%
ACM
4721
Anfield Capital Management
California
$287K +$189K +624 +177%
AIA
4722
Alternative Investment Advisors
Florida
$285K +$294K +968 New
WFP
4723
Welch Financial Planning
Colorado
$285K +$20K +66 +7%
WIP
4724
WealthCare Investment Partners
Rhode Island
$284K +$2.73K +9 +0.9%
DWA
4725
Delos Wealth Advisors
Texas
$284K +$288K +950 +5,938%
187 188
189
190 191