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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIR
4726
Clear Investment Research
Georgia
$38.8K -$4.16K -14 -10%
RPA
4727
Redwood Park Advisors
California
$38K – – –
MAFA
4728
MJT & Associates Financial Advisory
Minnesota
$36K -$595 -2 -2%
MAS
4729
MPWM Advisory Solutions
Georgia
$35K – – –
TPBG
4730
Turning Point Benefit Group
Maryland
$34.8K +$33.3K +112 New
FLFS
4731
Family Legacy Financial Solutions
North Carolina
$32.8K +$14.9K +50 +93%
1L
4732
10Elms LLP
Oklahoma
$31.5K – – –
MHIP
4733
Mountain Hill Investment Partners
New Jersey
$31.5K +$29.7K +100 New
GAG
4734
Goodman Advisory Group
Massachusetts
$29.3K – – –
HAP
4735
Harbor Asset Planning
Massachusetts
$28.7K – – –
ATC
4736
Advantage Trust Company
Kansas
$28.4K – – –
WW
4737
Winnow Wealth
Texas
$28.1K -$122K -411 -82%
HIA
4738
HFM Investment Advisors
New Jersey
$27.4K – – –
FG
4739
Fairman Group
Pennsylvania
$24.5K – – –
PIS
4740
POM Investment Strategies
North Carolina
$24K +$15.5K +52 +217%
AIP
4741
Alexis Investment Partners
Texas
$22.4K +$21.1K +71 New
JFG
4742
JDM Financial Group
Texas
$20.5K – – –
CFS
4743
Compass Financial Services
Iowa
$17.3K +$16.4K +55 New
PS
4744
PayPay Securities
Japan
$17K +$2.08K +7 +15%
CWM
4745
Cedar Wealth Management
California
$16.1K – – –
MDA
4746
Minot DeBlois Advisors
Massachusetts
$15.8K – – –
LFA
4747
LGT Financial Advisors
Texas
$14.2K – – –
T
4748
Transce3nd
Texas
$12.7K -$1.32M -4,430 -99%
CJ
4749
Caitlin John
Michigan
$12.4K +$11.6K +39 New
FF
4750
Friedenthal Financial
New Jersey
$10.4K – – –
188 189
190
191 192