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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
3126
Centerpoint Advisors
Massachusetts
$163K – – –
PO
3127
Private Ocean
California
$161K -$4.46K -31 -3%
LGWM
3128
Litman Gregory Wealth Management
California
$161K – – –
LAM
3129
Lountzis Asset Management
Pennsylvania
$160K – – –
TF
3130
TimeScale Financial
Massachusetts
$159K +$2.73K +19 +2%
CCM
3131
Cribstone Capital Management
Maine
$159K +$14.4K +100 +11%
PSIWM
3132
Paradigm Strategies in Wealth Management
Minnesota
$159K +$150K +1,045 New
DOA
3133
D'Orazio & Associates
Virginia
$157K – – –
NOI
3134
Newton One Investments
Delaware
$155K – – –
CCM
3135
Cutler Capital Management
Massachusetts
$152K – – –
FFW
3136
Fusion Family Wealth
New York
$152K – – –
PP
3137
PrairieView Partners
Minnesota
$152K – – –
CFN
3138
Cordasco Financial Network
Florida
$145K -$719 -5 -0.5%
OAJ
3139
Ogorek Anthony Joseph
New York
$139K – – –
TA
3140
Tectonic Advisors
Texas
$134K -$25.9K -180 -17%
IWP
3141
IAG Wealth Partners
Wisconsin
$133K -$12.9K -90 -9%
HFA
3142
HC Financial Advisors
California
$132K – – –
WCM
3143
Wealthcare Capital Management
Virginia
$126K +$119K +828 New
JWM
3144
Janiczek Wealth Management
Colorado
$120K +$31.1K +216 +38%
EIP
3145
Ellis Investment Partners
Pennsylvania
$118K +$575 +4 +0.5%
ADIM
3146
Alpha DNA Investment Management
Maryland
$115K +$27.2K +189 +33%
WFA
3147
West Financial Advisors
Iowa
$114K – – –
ITFISA
3148
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$99.9K +$79K +549 +513%
HL
3149
Harding Loevner
New Jersey
$98K – – –
EAM
3150
Eukles Asset Management
Ohio
$98K +$13.4K +93 +17%
124 125
126
127 128