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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
3126
One Wealth Advisors
California
$269K -$4.71K -38 -2%
CCP
3127
Clarkston Capital Partners
Michigan
$269K +$296K +2,391 New
B
3128
Bridgeworth
Alabama
$268K +$8.18K +66 +3%
WFO
3129
Wealthgate Family Office
Colorado
$266K +$292K +2,360 New
IP
3130
Isthmus Partners
Wisconsin
$265K – – –
BFS
3131
Bickling Financial Services
Massachusetts
$265K +$2.11K +17 +0.7%
RIM
3132
Redwood Investment Management
Arizona
$265K +$41.4K +334 +17%
LFS
3133
Legacy Financial Strategies
Kansas
$265K +$48.4K +391 +20%
WFA
3134
WMG Financial Advisors
Tennessee
$264K -$30.4K -245 -10%
SWG
3135
Summit Wealth Group
Vermont
$262K -$8.55K -69 -3%
WCF
3136
West Coast Financial
California
$261K -$130K -1,050 -31%
ICM
3137
Intrepid Capital Management
Florida
$261K – – –
TC
3138
Tacita Capital
Ontario, Canada
$261K – – –
IIA
3139
ICW Investment Advisors
Arizona
$261K +$248 +2 +0.1%
SCFS
3140
S.C. Financial Services
Arizona
$261K +$70K +565 +32%
NCMW
3141
Northern Capital Management (Washington)
Washington
$260K – – –
TA
3142
Tectonic Advisors
Texas
$260K +$47.5K +383 +20%
PFG
3143
Pinnacle Financial Group
Illinois
$259K -$39.6K -320 -12%
TWM
3144
Trevian Wealth Management
Massachusetts
$259K – – –
FWM
3145
Forefront Wealth Management
Pennsylvania
$259K +$124 +1 +0%
SRSA
3146
S.R. Schill & Associates
Washington
$258K +$3.59K +29 +1%
APW
3147
Axim Planning & Wealth
Ohio
$258K +$283K +2,288 New
BWP
3148
Bernardo Wealth Planning
Pennsylvania
$257K +$32.2K +260 +13%
T
3149
TNF
Montana
$256K -$90.2K -728 -25%
SSW
3150
Smith Shellnut Wilson
Mississippi
$256K – – –
124 125
126
127 128