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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
PPW
4851
PACK Private Wealth
Minnesota
$259K – – –
BWMG
4852
Barnes Wealth Management Group
California
$258K -$6.81K -22 -3%
1NWS
4853
1 North Wealth Services
Maryland
$258K – – –
RA
4854
RiverTree Advisors
Florida
$258K – – –
SF
4855
Schaeffer Financial
Maryland
$257K – – –
OC
4856
Optima Capital
Oregon
$257K +$2.17K +7 +0.9%
KPWM
4857
KDK Private Wealth Management
Texas
$256K +$246K +795 New
Q1WB
4858
Quest 10 Wealth Builders
Virginia
$256K -$22K -71 -8%
ECAM
4859
East Coast Asset Management
Massachusetts
$256K -$15.2K -49 -6%
Walleye Capital
4860
Walleye Capital
New York
$255K +$245K +792 New
VWA
4861
Valued Wealth Advisors
Utah
$255K +$28.5K +92 +13%
MFA
4862
Millington Financial Advisors
Illinois
$254K +$7.74K +25 +3%
RFW
4863
Redwood Family Wealth
Texas
$254K +$244K +789 New
CFSG
4864
Clark Financial Services Group
Missouri
$254K -$6.81K -22 -3%
JF
4865
JMN Financial
Ohio
$253K +$243K +785 New
GF
4866
Goodman Financial
Texas
$253K +$31.3K +101 +15%
PAM
4867
PVG Asset Management
Colorado
$251K – – –
MGWA
4868
Monument Group Wealth Advisors
Massachusetts
$251K – – –
CD
4869
Capital Developers
North Carolina
$251K +$241K +779 New
PWM
4870
Peak Wealth Management
New Hampshire
$251K +$241K +779 New
FF
4871
Foronjy Financial
California
$251K -$6.81K -22 -3%
IC
4872
Iconiq Capital
California
$251K -$191K -617 -44%
OFP
4873
OFC Financial Planning
New Jersey
$250K – – –
NA
4874
Note Advisors
New York
$250K -$40.2K -130 -14%
DFP
4875
Donalies Financial Planning
District of Columbia
$250K +$240K +775 New