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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
3126
Tevis Investment Management
Texas
$644K +$574K +3,788 New
SPI
3127
Santori & Peters Inc
Pennsylvania
$644K +$2.12K +14 +0.4%
SPWM
3128
Spartan Planning & Wealth Management
North Carolina
$643K +$413K +2,722 +257%
THL
3129
Tillman Hartley LLC
Colorado
$643K – – –
SWP
3130
Semus Wealth Partners
Florida
$642K -$19.1K -126 -3%
CWA
3131
CM Wealth Advisors
Ohio
$640K – – –
SAM
3132
S.A. Mason
Michigan
$640K +$1.36K +9 +0.2%
BWA
3133
BlueSky Wealth Advisors
North Carolina
$639K +$17.7K +117 +3%
FI
3134
Finivi Inc
Massachusetts
$639K +$569K +3,756 New
PCMC
3135
Paragon Capital Management (Colorado)
Colorado
$638K -$11.7K -77 -2%
SPP
3136
Single Point Partners
Massachusetts
$635K -$50.2K -331 -8%
RA
3137
Ruggaard & Associates
Ohio
$634K – – –
CIA
3138
Compass Ion Advisors
Pennsylvania
$634K -$12.4K -82 -2%
SP
3139
Successful Portfolios
Florida
$634K +$37.7K +249 +7%
CCG
3140
Catalina Capital Group
California
$633K +$564K +3,724 New
GFWA
3141
Grey Fox Wealth Advisors
Delaware
$633K -$4.09K -27 -0.7%
PCA
3142
Prosperity Capital Advisors
Ohio
$633K -$40.5K -267 -7%
LWM
3143
LongView Wealth Management
Georgia
$631K +$561K +3,699 New
MF
3144
Meridian Financial
Massachusetts
$631K +$34.1K +225 +6%
GM
3145
Granger Management
New York
$630K +$561K +3,703 New
MWM
3146
Maltin Wealth Management
New Jersey
$629K -$64.6K -426 -10%
TCM
3147
Triumph Capital Management
Colorado
$628K -$47.6K -314 -8%
KFG
3148
Kingdom Financial Group
Arizona
$628K +$152 +1 +0%
TIM
3149
Total Investment Management
Arizona
$627K +$909 +6 +0.2%
KOC
3150
Koss-Olinger Consulting
Florida
$627K +$61.8K +408 +12%
124 125
126
127 128