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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
AAG
5076
Accordant Advisory Group
Maryland
$32.1K +$33.1K +109 New
PSFG
5077
Park Square Financial Group
Georgia
$30K -$32.2K -106 -51%
CPL
5078
Capital & Planning LLC
Georgia
$29.4K +$30.3K +100 New
MWC
5079
MBM Wealth Consultants
Missouri
$29.4K +$30.3K +100 New
GAG
5080
Goodman Advisory Group
Massachusetts
$27.4K – – –
BIM
5081
Breakwater Investment Management
Washington
$27.1K -$13.4K -44 -32%
HAP
5082
Harbor Asset Planning
Massachusetts
$26.8K – – –
TWM
5083
Timmons Wealth Management
Massachusetts
$24.4K – – –
PS
5084
PayPay Securities
Japan
$23.2K -$303 -1 -1%
FG
5085
Fairman Group
Pennsylvania
$23K – – –
SA
5086
Strategic Advocates
Utah
$22.4K -$755K -2,489 -97%
TBFA
5087
Three Bearings Fiduciary Advisors
New Hampshire
$20.6K – – –
TIAAOA
5088
Teachers Insurance & Annuity Association of America
New York
$20.6K +$14.6K +48 +218%
T
5089
Transce3nd
Texas
$19.1K – – –
3FI
5090
3 Factor Indexing
California
$15.9K +$16.4K +54 New
NA
5091
Networth Advisors
Pennsylvania
$15.3K +$11.8K +39 +300%
LA
5092
LM Advisors
California
$14K -$38.8K -128 -3%
KCM
5093
KM Capital Management
Texas
$13.8K +$14K +46 New
LFA
5094
LGT Financial Advisors
Texas
$13.4K – – –
ATC
5095
Advantage Trust Company
Kansas
$13.2K – – –
MDA
5096
Minot DeBlois Advisors
Massachusetts
$11.8K -$3.04K -10 -20%
Vanguard Advisers Inc
5097
Vanguard Advisers Inc
Pennsylvania
$11K +$11.2K +37 New
JFG
5098
JDM Financial Group
Texas
$10.6K – – –
FF
5099
Friedenthal Financial
New Jersey
$9.71K – – –
BWM
5100
Benson Wealth Management
Tennessee
$9.71K – – –