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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
5126
Atomic Invest
New York
$36.3K -$13K -42 -28%
AAG
5127
Accordant Advisory Group
Maryland
$35.7K – – –
GA
5128
GFS Advisors
Texas
$34.3K -$19.9K -64 -0.3%
PIS
5129
POM Investment Strategies
North Carolina
$33.8K -$1.24M -3,985 -97%
ATC
5130
Advantage Trust Company
Kansas
$33.1K +$17.4K +56 +124%
AIA
5131
Aventus Investment Advisors
Florida
$32.7K +$31.1K +100 New
SA
5132
Strategic Advocates
Utah
$30.1K +$4.97K +16 +21%
HAP
5133
Harbor Asset Planning
Massachusetts
$29.8K – – –
QL
5134
Quarry LP
New York
$27.8K -$248K -798 -90%
BCV
5135
Banque Cantonale Vaudoise
Switzerland
$26.1K -$3.04M -9,775 -11%
PSFG
5136
Park Square Financial Group
Georgia
$25.9K -$7.14K -23 -23%
FG
5137
Fairman Group
Pennsylvania
$25.7K – – –
TBFA
5138
Three Bearings Fiduciary Advisors
New Hampshire
$22.9K – – –
WA
5139
Whipplewood Advisors
Colorado
$22.9K -$166K -533 -88%
TWM
5140
Timmons Wealth Management
Massachusetts
$21.9K -$4.97K -16 -19%
T
5141
Transce3nd
Texas
$20.9K -$932 -3 -5%
3FI
5142
3 Factor Indexing
California
$17.7K – – –
PS
5143
PayPay Securities
Japan
$17K -$7.14K -23 -31%
BIM
5144
Breakwater Investment Management
Washington
$16.4K -$13K -42 -46%
LFA
5145
LGT Financial Advisors
Texas
$14.9K +$311 +1 +2%
BA
5146
Bard Associates
Illinois
$13.1K +$12.4K +40 New
LC
5147
Luminist Capital
Michigan
$12.4K +$11.8K +38 New
JFG
5148
JDM Financial Group
Texas
$11.8K – – –
BWM
5149
Benson Wealth Management
Tennessee
$10.8K – – –
FF
5150
Friedenthal Financial
New Jersey
$10.8K – – –
204 205
206
207 208