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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
2876
Monterey Private Wealth
California
$401K -$62.8K -547 -13%
ASFA
2877
All Season Financial Advisors
Colorado
$401K +$440K +3,833 New
LCM
2878
LCM Capital Management
Illinois
$400K – – –
UC
2879
Unio Capital
New Jersey
$400K – – –
YWS
2880
Yarger Wealth Strategies
Ohio
$396K -$26.4K -230 -6%
FA
2881
Faithward Advisors
Pennsylvania
$395K -$137K -1,198 -24%
RBCM
2882
Raub Brock Capital Management
California
$395K – – –
CC
2883
Codex Capital
New York
$394K – – –
CWA
2884
CM Wealth Advisors
Ohio
$393K +$173K +1,508 +67%
CWM
2885
Cahaba Wealth Management
Georgia
$393K +$16.3K +142 +4%
MCA
2886
Morris Capital Advisors
Pennsylvania
$392K – – –
NED
2887
Nancy E. Dempze
$390K – – –
SWK
2888
Stephen W. Kidder
$390K – – –
CCM
2889
Copeland Capital Management
Pennsylvania
$388K -$1.15M -10,045 -73%
HC
2890
Hourglass Capital
Texas
$388K – – –
SWM
2891
Shelton Wealth Management
Texas
$388K +$459 +4 +0.1%
HG
2892
Harbor Group
New Hampshire
$385K +$115 +1 +0%
HPWM
2893
High Pines Wealth Management
Massachusetts
$385K +$79.2K +690 +23%
DWA
2894
Dougherty Wealth Advisers
Minnesota
$384K – – –
EA
2895
Emerald Advisors
Washington
$384K +$2.29K +20 +0.5%
BC
2896
Bridgefront Capital
Texas
$382K -$49.9K -435 -11%
DW
2897
Domani Wealth
Pennsylvania
$382K -$41.1K -358 -9%
IWA
2898
IVC Wealth Advisors
Pennsylvania
$381K -$1.26K -11 -0.3%
AWM
2899
Atticus Wealth Management
Florida
$380K – – –
HWM
2900
Horizon Wealth Management
Illinois
$378K -$62.7K -546 -13%
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116
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