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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
1NWS
4851
1 North Wealth Services
Maryland
$235K
RA
4852
RiverTree Advisors
Florida
$235K
SF
4853
Schaeffer Financial
Maryland
$235K
FHWM
4854
Fox Hill Wealth Management
Massachusetts
$234K +$7.89K +26 +3%
VFG
4855
V2 Financial group
Illinois
$233K +$27.9K +92 +13%
PCM
4856
Pincus Capital Management
New York
$233K +$240K +792 New
MW
4857
Marrick Wealth
California
$233K -$8.19K -27 -3%
FA
4858
Financial Avengers
California
$232K -$6.37K -21 -3%
FPTW
4859
Franklin, Parlapiano, Turner & Welch
Texas
$231K
PAM
4860
PVG Asset Management
Colorado
$231K -$17.3K -57 -7%
SP
4861
Sequent Planning
Nebraska
$230K -$8.8K -29 -4%
PWM
4862
Peak Wealth Management
New Hampshire
$229K
CD
4863
Capital Developers
North Carolina
$229K
PFM
4864
Peak Financial Management
Massachusetts
$229K +$10.9K +36 +5%
IC
4865
Iconiq Capital
California
$229K
TWP
4866
TFO Wealth Partners
Ohio
$229K +$236K +778 New
GF
4867
Goodman Financial
Texas
$229K -$2.12K -7 -0.9%
T
4868
Tidemark
California
$228K +$12.4K +41 +6%
DFP
4869
Donalies Financial Planning
District of Columbia
$228K
SWA
4870
Sightline Wealth Advisors
Connecticut
$228K
FH
4871
Financial Harvest
Florida
$228K -$50.1K -165 -18%
RS
4872
Rakuten Securities
Japan
$227K +$38.5K +127 +20%
EMB
4873
Elefante Mark B
$227K
PA
4874
Prosperity Advisers
Pennsylvania
$227K -$33.1K -109 -12%
AWM
4875
Austin Wealth Management
Texas
$226K -$127K -418 -35%