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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HAP
4726
Harbor Asset Planning
Massachusetts
$26.4K +$23.2K +91 New
ATC
4727
Advantage Trust Company
Kansas
$26.1K – – –
HIA
4728
HFM Investment Advisors
New Jersey
$25.2K +$8.17K +32 +58%
FG
4729
Fairman Group
Pennsylvania
$22.5K +$255 +1 +1%
FW
4730
Fairway Wealth
Ohio
$20.6K -$18.6K -73 -51%
JFG
4731
JDM Financial Group
Texas
$18.8K – – –
DWA
4732
Delos Wealth Advisors
Texas
$18.6K +$16.3K +64 New
FLFS
4733
Family Legacy Financial Solutions
North Carolina
$15.7K +$13.8K +54 New
CWM
4734
Cedar Wealth Management
California
$14.8K +$6.89K +27 +113%
MDA
4735
Minot DeBlois Advisors
Massachusetts
$14.5K -$2.55K -10 -17%
PS
4736
PayPay Securities
Japan
$13.6K -$2.04K -8 -15%
LFA
4737
LGT Financial Advisors
Texas
$13K – – –
FF
4738
Friedenthal Financial
New Jersey
$9.57K +$8.42K +33 New
KHC
4739
Koesten Hirschmann & Crabtree
Kansas
$8.93K +$7.91K +31 New
IMC
4740
Investment Management Corporation
Virginia
$8.41K – – –
KIG
4741
Kessler Investment Group
Indiana
$7.77K – – –
PIS
4742
POM Investment Strategies
North Carolina
$6.96K -$10.2K -40 -63%
PCA
4743
PMV Capital Advisers
Texas
$6.38K -$58.2K -228 -91%
FC
4744
Family CFO
California
$6.09K +$5.36K +21 New
FS
4745
Financially Speaking
Colorado
$4.35K +$3.83K +15 New
IA
4746
IFS Advisors
Kansas
$3.26K – – –
BGWM
4747
Bridge Generations Wealth Management
Florida
$1.16K – – –
RJA
4748
Ross\Johnson & Associates
Minnesota
$580 -$7.66K -30 -94%
HWM
4749
HighMark Wealth Management
Minnesota
$304 +$255 +1 New
CF
4750
Corebridge Financial
Texas
– -$158M -646,036 Closed
188 189
190
191 192