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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
N
4801
Numerai
California
$254K +$262K +862 New
SWM
4802
StoneCrest Wealth Management
Arizona
$253K -$37.6K -124 -13%
PCWA
4803
Pacific Capital Wealth Advisors
California
$253K +$27.3K +90 +12%
GHI
4804
Gross & Hartman Investments
Pennsylvania
$253K -$6.07K -20 -2%
BFS
4805
Beacon Financial Strategies
North Carolina
$253K – – –
LWA
4806
Lifelong Wealth Advisors
Minnesota
$252K +$3.34K +11 +1%
LWM
4807
Luminvest Wealth Management
Arizona
$252K +$8.8K +29 +4%
FLP
4808
Financial Life Planners
Arizona
$251K -$17.3K -57 -6%
SHFC
4809
Safe Harbor Family Capital
North Carolina
$251K -$6.37K -21 -2%
OFS
4810
Opus Financial Solutions
Illinois
$251K – – –
MWM
4811
Mascagni Wealth Management
Mississippi
$251K +$259K +852 New
KAS
4812
Kemnay Advisory Services
New York
$250K -$63.7K -210 -20%
PFC
4813
Phocas Financial Corp
California
$250K – – –
SAS
4814
Stelac Advisory Services
New York
$250K +$79.2K +261 +44%
MTC
4815
McDaniel Terry & Co
Texas
$250K +$258K +850 New
BCWM
4816
Ball & Co Wealth Management
Tennessee
$250K +$1.21K +4 +0.5%
BWG
4817
Beta Wealth Group
California
$250K +$48.3K +159 +23%
SWM
4818
Schwallier Wealth Management
Michigan
$250K – – –
PC
4819
Parrish Capital
Georgia
$249K – – –
AWMS
4820
Advocacy Wealth Management Services
Georgia
$249K +$257K +847 New
ACM
4821
Avalon Capital Management
California
$249K -$225K -742 -47%
AI
4822
Auour Investments
Massachusetts
$248K – – –
BWA
4823
BCU Wealth Advisors
Illinois
$248K +$1.21K +4 +0.5%
AW
4824
Avion Wealth
Texas
$248K -$2.73K -9 -1%
QA
4825
Quattro Advisors
Pennsylvania
$248K +$42.8K +141 +20%
191 192
193
194 195