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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CTFG
3126
Capstone Triton Financial Group
Oklahoma
$209K +$192K +1,224 New
TCM
3127
TD Capital Management
Tennessee
$208K +$314 +2 +0.2%
FAFN
3128
First Affirmative Financial Network
Colorado
$206K +$198K +1,261 New
RF
3129
RHS Financial
California
$205K +$196K +1,250 New
GC
3130
Gibson Capital
Pennsylvania
$205K +$199K +1,267 New
DP
3131
Denver PWM
Colorado
$203K +$194K +1,239 New
ACM
3132
Ashford Capital Management
Delaware
$203K +$195K +1,242 New
BMCM
3133
Burns Matteson Capital Management
New York
$203K +$194K +1,239 New
BWM
3134
Brickley Wealth Management
California
$202K +$194K +1,235 New
WLIM
3135
White Lighthouse Investment Management
Massachusetts
$201K -$15.7K -100 -8%
CWAF
3136
Core Wealth Advisors (Florida)
Florida
$180K -$13.6K -87 -7%
HWM
3137
Holloway Wealth Management
Florida
$180K – – –
MS
3138
Mizuho Securities
Japan
$179K +$86.4K +551 +102%
TF
3139
TimeScale Financial
Massachusetts
$177K -$26.7K -170 -14%
MFM
3140
MD Financial Management
Ontario, Canada
$176K -$19.6K -125 -10%
APWA
3141
Atlas Private Wealth Advisors
New Jersey
$176K +$314 +2 +0.2%
KFS
3142
Kelly Financial Services
Massachusetts
$174K -$20.1K -128 -11%
LAM
3143
Lountzis Asset Management
Pennsylvania
$172K – – –
RFWA
3144
RPg Family Wealth Advisory
Massachusetts
$172K – – –
CCM
3145
Cribstone Capital Management
Maine
$171K – – –
FEG
3146
Financial Enhancement Group
Indiana
$167K -$6.74K -43 -4%
NOI
3147
Newton One Investments
Delaware
$167K – – –
OBWP
3148
O'Brien Wealth Partners
Massachusetts
$165K -$91.7K -585 -37%
CCM
3149
Cutler Capital Management
Massachusetts
$164K – – –
FGAM
3150
Financial Gravity Asset Management
Texas
$164K – – –
124 125
126
127 128