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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GK
4776
Graney & King
New York
$286K +$310 +1 +0.1%
T
4777
Tableaux
Massachusetts
$286K -$759K -2,451 -73%
SP
4778
Saranac Partners
$284K -$8.08M -26,086 -97%
MKW
4779
Mullaney, Keating & Wright
Connecticut
$284K – – –
WCP
4780
Wick Capital Partners
Pennsylvania
$284K -$217K -701 -44%
GHI
4781
Gross & Hartman Investments
Pennsylvania
$284K +$272K +880 New
PA
4782
Prosperity Advisers
Pennsylvania
$283K +$272K +879 New
TF
4783
Theory Financial
Colorado
$283K +$1.24K +4 +0.4%
FNWM
4784
Financial Network Wealth Management
Utah
$282K – – –
IWMO
4785
Integrated Wealth Management (Ohio)
Ohio
$282K +$271K +874 New
AFO
4786
Arrowroot Family Office
California
$282K -$80.2K -259 -23%
GCS
4787
Gordian Capital (Singapore)
Singapore
$282K -$310K -1,000 -53%
SHFC
4788
Safe Harbor Family Capital
North Carolina
$281K +$270K +873 New
BFP
4789
Briaud Financial Planning
Texas
$281K +$38.4K +124 +17%
GCM
4790
Generation Capital Management
New York
$281K +$61.9K +200 +30%
BF
4791
Bonfire Financial
Colorado
$279K +$5.88K +19 +2%
LAM
4792
Lummis Asset Management
Texas
$279K +$2.17K +7 +0.8%
LFA
4793
Legend Financial Advisors
Pennsylvania
$278K – – –
FW
4794
Fairway Wealth
Ohio
$278K +$13.6K +44 +5%
GVCM
4795
Global View Capital Management
Wisconsin
$277K -$619 -2 -0.2%
BFS
4796
Beacon Financial Strategies
North Carolina
$277K – – –
TWM
4797
TSA Wealth Management
Texas
$276K +$48.3K +156 +22%
AW
4798
Avion Wealth
Texas
$275K -$87.3K -282 -25%
OFS
4799
Opus Financial Solutions
Illinois
$275K +$264K +852 New
PFC
4800
Phocas Financial Corp
California
$274K – – –
190 191
192
193 194