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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
4851
Three Seasons Wealth
Utah
$242K +$28.2K +93 +13%
CCP
4852
Caden Capital Partners
California
$242K +$151K +498 +154%
BWA
4853
Boulder Wealth Advisors
Colorado
$241K +$14K +46 +6%
BWMG
4854
Barnes Wealth Management Group
California
$241K +$6.07K +20 +3%
FW
4855
Fairway Wealth
Ohio
$241K -$13.4K -44 -5%
EWM
4856
Evolution Wealth Management
Florida
$241K +$48.6K +160 +24%
DFG
4857
DiPaolo Financial Group
Florida
$240K +$248K +817 New
TWM
4858
TSA Wealth Management
Texas
$240K -$12.7K -42 -5%
MFA
4859
Millington Financial Advisors
Illinois
$240K -$5.77K -19 -2%
BWA
4860
BlueChip Wealth Advisors
Georgia
$240K -$10.3K -34 -4%
BFG
4861
Baron Financial Group
New Jersey
$240K – – –
SWM
4862
Stonebridge Wealth Management
Illinois
$240K -$9.71K -32 -4%
MWM
4863
Mittelman Wealth Management
Massachusetts
$239K +$246K +812 New
HC
4864
Headland Capital
South Carolina
$239K -$1.52K -5 -0.6%
PP
4865
Pearl Planning
Michigan
$238K – – –
DF
4866
DecisionPoint Financial
Arizona
$238K – – –
NWM
4867
Navigate Wealth Management
Alabama
$237K +$230K +757 New
EPAM
4868
Evelyn Partners Asset Management
$237K – – –
CAM
4869
Cobblestone Asset Management
Virginia
$237K – – –
PPW
4870
PACK Private Wealth
Minnesota
$236K – – –
1NWS
4871
1 North Wealth Services
Maryland
$235K – – –
RA
4872
RiverTree Advisors
Florida
$235K – – –
SF
4873
Schaeffer Financial
Maryland
$235K – – –
FHWM
4874
Fox Hill Wealth Management
Massachusetts
$234K +$7.89K +26 +3%
VFG
4875
V2 Financial group
Illinois
$233K +$27.9K +92 +13%
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195
196 197