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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
3026
Tectonic Advisors
Texas
$134K +$119K +1,061 New
RFWA
3027
RPg Family Wealth Advisory
Massachusetts
$133K -$27.9K -250 -19%
LAM
3028
Lountzis Asset Management
Pennsylvania
$133K – – –
SFPG
3029
Stonebridge Financial Planning Group
Florida
$133K – – –
BBHBI
3030
B, B, H, & B Inc
Alabama
$133K +$118K +1,052 New
TF
3031
TimeScale Financial
Massachusetts
$131K -$6.82K -61 -6%
DOA
3032
D'Orazio & Associates
Virginia
$131K +$6.15K +55 +6%
PS
3033
Planned Solutions
California
$131K +$19.9K +178 +21%
NOI
3034
Newton One Investments
Delaware
$129K +$114K +1,019 New
FFW
3035
Fusion Family Wealth
New York
$127K – – –
PP
3036
PrairieView Partners
Minnesota
$127K – – –
CCM
3037
Cutler Capital Management
Massachusetts
$127K +$112K +1,000 New
SIAG
3038
Safeguard Investment Advisory Group
California
$126K +$111K +993 New
LAS
3039
Lloyd Advisory Services
Georgia
$124K +$4.25K +38 +4%
IWP
3040
IAG Wealth Partners
Wisconsin
$122K – – –
CFN
3041
Cordasco Financial Network
Florida
$122K +$11.2K +100 +12%
CCM
3042
Cribstone Capital Management
Maine
$120K – – –
MS
3043
Mizuho Securities
Japan
$118K +$104K +931 New
OAJ
3044
Ogorek Anthony Joseph
New York
$116K – – –
DTIM
3045
Danda Trouve Investment Management
Kansas
$111K +$58.9K +527 +152%
HFA
3046
HC Financial Advisors
California
$110K -$51.9K -464 -35%
SFG
3047
Sowa Financial Group
Rhode Island
$102K – – –
EIP
3048
Ellis Investment Partners
Pennsylvania
$98K +$671 +6 +0.8%
HS
3049
Horan Securities
United States
$95K +$21.5K +192 +35%
WFA
3050
West Financial Advisors
Iowa
$95K +$83.8K +750 New
120 121
122
123 124