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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RFWA
3026
RPg Family Wealth Advisory
Massachusetts
$133K -$27.9K -250 -19%
LAM
3027
Lountzis Asset Management
Pennsylvania
$133K – – –
SFPG
3028
Stonebridge Financial Planning Group
Florida
$133K – – –
BBHBI
3029
B, B, H, & B Inc
Alabama
$133K +$118K +1,052 New
TF
3030
TimeScale Financial
Massachusetts
$131K -$6.82K -61 -6%
DOA
3031
D'Orazio & Associates
Virginia
$131K +$6.15K +55 +6%
PS
3032
Planned Solutions
California
$131K +$19.9K +178 +21%
NOI
3033
Newton One Investments
Delaware
$129K +$114K +1,019 New
FFW
3034
Fusion Family Wealth
New York
$127K – – –
PP
3035
PrairieView Partners
Minnesota
$127K – – –
CCM
3036
Cutler Capital Management
Massachusetts
$127K +$112K +1,000 New
SIAG
3037
Safeguard Investment Advisory Group
California
$126K +$111K +993 New
LAS
3038
Lloyd Advisory Services
Georgia
$124K +$4.25K +38 +4%
IWP
3039
IAG Wealth Partners
Wisconsin
$122K – – –
CFN
3040
Cordasco Financial Network
Florida
$122K +$11.2K +100 +12%
CCM
3041
Cribstone Capital Management
Maine
$120K – – –
MS
3042
Mizuho Securities
Japan
$118K +$104K +931 New
OAJ
3043
Ogorek Anthony Joseph
New York
$116K – – –
DTIM
3044
Danda Trouve Investment Management
Kansas
$111K +$58.9K +527 +152%
HFA
3045
HC Financial Advisors
California
$110K -$51.9K -464 -35%
SFG
3046
Sowa Financial Group
Rhode Island
$102K – – –
EIP
3047
Ellis Investment Partners
Pennsylvania
$98K +$671 +6 +0.8%
HS
3048
Horan Securities
United States
$95K +$21.5K +192 +35%
WFA
3049
West Financial Advisors
Iowa
$95K +$83.8K +750 New
ELI
3050
Empire Life Investments
Ontario, Canada
$90K -$5.7K -51 -7%
120 121
122
123 124