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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3201
Align Wealth Management
Oklahoma
$323K +$392K +3,090 New
EWA
3202
Encompass Wealth Advisors
Oregon
$322K +$1.39K +11 +0.5%
GAMC
3203
Garner Asset Management Corp
Texas
$322K +$380 +3 +0.1%
BBWP
3204
Beacon Bridge Wealth Partners
Pennsylvania
$321K +$304K +2,396 New
SP
3205
Saranac Partners
$321K +$303K +2,395 New
STB
3206
S&T Bank
Pennsylvania
$321K -$32.7K -258 -10%
WF
3207
Whelan Financial
California
$320K +$507 +4 +0.2%
CCM
3208
Copeland Capital Management
Pennsylvania
$320K -$168K -1,327 -36%
B
3209
Bridgeworth
Alabama
$320K -$12.7K -100 -4%
KFS
3210
Kaizen Financial Strategies
California
$320K +$283K +2,234 New
SAM
3211
SP Asset Management
California
$319K +$17K +134 +6%
BFS
3212
Bickling Financial Services
Massachusetts
$319K +$1.39K +11 +0.5%
LSA
3213
Lansing Street Advisors
Pennsylvania
$318K -$73.1K -577 -20%
SNBOSCI
3214
Security National Bank of Sioux City Iowa
Iowa
$318K – – –
CPW
3215
Catalyst Private Wealth
California
$318K +$300K +2,371 New
MAM
3216
Milestone Asset Management
Pennsylvania
$318K +$293K +2,315 New
SWG
3217
Summit Wealth Group
Vermont
$317K +$8.49K +67 +3%
BFAG
3218
Blackston Financial Advisory Group
Florida
$317K +$9.12K +72 +3%
CYG
3219
Clean Yield Group
Vermont
$317K +$81.6K +644 +38%
WFO
3220
Wealthgate Family Office
Colorado
$316K – – –
PS
3221
Planned Solutions
California
$316K +$19.8K +156 +7%
TC
3222
Truvestments Capital
Florida
$316K +$2.15K +17 +0.7%
MS
3223
Mizuho Securities
Japan
$315K -$146K -1,149 -33%
TC
3224
TAGStone Capital
North Carolina
$314K +$297K +2,345 New
TFO
3225
Tarbox Family Office
California
$312K +$295K +2,330 New
127 128
129
130 131