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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
WA
5126
Whipplewood Advisors
Colorado
$28.4K +$27.2K +88 New
TWM
5127
Timmons Wealth Management
Massachusetts
$26.7K +$25.7K +83 New
FG
5128
Fairman Group
Pennsylvania
$25.1K – – –
PS
5129
PayPay Securities
Japan
$24.5K +$6.81K +22 +41%
AIP
5130
Alexis Investment Partners
Texas
$22.9K – – –
EFMH
5131
E Fund Management (HK)
Hong Kong
$22.2K +$14.2K +46 +177%
TBFA
5132
Three Bearings Fiduciary Advisors
New Hampshire
$21.4K +$21.7K +70 New
T
5133
Transce3nd
Texas
$19.5K +$619 +2 +3%
EWA
5134
EQ Wealth Advisors
Texas
$18.4K +$17.6K +57 New
CFS
5135
Compass Financial Services
Iowa
$17.8K – – –
MDA
5136
Minot DeBlois Advisors
Massachusetts
$16.1K – – –
CP
5137
Camelot Portfolios
Ohio
$16.1K +$15.5K +50 New
LFA
5138
LGT Financial Advisors
Texas
$14.6K – – –
ATC
5139
Advantage Trust Company
Kansas
$14.5K -$13.9K -45 -50%
LA
5140
LM Advisors
California
$13.2K -$2.76M -8,912 -68%
CJ
5141
Caitlin John
Michigan
$12.7K – – –
JFG
5142
JDM Financial Group
Texas
$11.6K -$8.98K -29 -45%
FF
5143
Friedenthal Financial
New Jersey
$10.6K – – –
BWM
5144
Benson Wealth Management
Tennessee
$10.6K +$10.2K +33 New
BGA
5145
Battery Global Advisors
Massachusetts
$7.54K -$512K -1,654 -96%
TIAAOA
5146
Teachers Insurance & Annuity Association of America
New York
$7.09K – – –
FC
5147
Family CFO
California
$6.77K +$6.5K +21 New
DWA
5148
Delos Wealth Advisors
Texas
$5.16K -$95.4K -308 -95%
HWM
5149
HighMark Wealth Management
Minnesota
$4.87K +$4.33K +14 +1,400%
FS
5150
Financially Speaking
Colorado
$4.83K – – –