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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
MTI
5051
Merrithew & Thorsten Inc
California
$36K
RPA
5052
Redwood Park Advisors
California
$35.7K
MAFA
5053
MJT & Associates Financial Advisory
Minnesota
$33.5K
AAG
5054
Accordant Advisory Group
Maryland
$32.1K +$33.1K +109 New
PSFG
5055
Park Square Financial Group
Georgia
$30K -$32.2K -106 -51%
CPL
5056
Capital & Planning LLC
Georgia
$29.4K +$30.3K +100 New
MWC
5057
MBM Wealth Consultants
Missouri
$29.4K +$30.3K +100 New
GAG
5058
Goodman Advisory Group
Massachusetts
$27.4K
BIM
5059
Breakwater Investment Management
Washington
$27.1K -$13.4K -44 -32%
HAP
5060
Harbor Asset Planning
Massachusetts
$26.8K
TWM
5061
Timmons Wealth Management
Massachusetts
$24.4K
PS
5062
PayPay Securities
Japan
$23.2K -$303 -1 -1%
FG
5063
Fairman Group
Pennsylvania
$23K
SA
5064
Strategic Advocates
Utah
$22.4K -$755K -2,489 -97%
TBFA
5065
Three Bearings Fiduciary Advisors
New Hampshire
$20.6K
TIAAOA
5066
Teachers Insurance & Annuity Association of America
New York
$20.6K +$14.6K +48 +218%
T
5067
Transce3nd
Texas
$19.1K
3FI
5068
3 Factor Indexing
California
$15.9K +$16.4K +54 New
NA
5069
Networth Advisors
Pennsylvania
$15.3K +$11.8K +39 +300%
LA
5070
LM Advisors
California
$14K -$38.8K -128 -3%
KCM
5071
KM Capital Management
Texas
$13.8K +$14K +46 New
LFA
5072
LGT Financial Advisors
Texas
$13.4K
ATC
5073
Advantage Trust Company
Kansas
$13.2K
MDA
5074
Minot DeBlois Advisors
Massachusetts
$11.8K -$3.04K -10 -20%
Vanguard Advisers Inc
5075
Vanguard Advisers Inc
Pennsylvania
$11K +$11.2K +37 New