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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KC
3226
Kinloch Capital
Virginia
$274K +$59.8K +405 +25%
CAG
3227
Curtis Advisory Group
California
$273K -$3.1K -21 -1%
CCM
3228
Chickasaw Capital Management
Tennessee
$273K – – –
KC
3229
Knuff & Co
California
$273K – – –
TWM
3230
Tanager Wealth Management
United Kingdom
$273K – – –
WFC
3231
Western Financial Corp
California
$271K -$754K -5,105 -72%
MLFP
3232
MPS Loria Financial Planners
Illinois
$270K – – –
TC
3233
Tatro Capital
Kentucky
$269K +$42.7K +289 +17%
LFS
3234
Legacy Financial Strategies
Kansas
$268K +$34.7K +235 +14%
AMR
3235
Asset Management Resources
Massachusetts
$267K +$10.3K +70 +4%
FDS
3236
Freedom Day Solutions
Texas
$266K -$10.6K -72 -4%
SSCA
3237
South Shore Capital Advisors
Massachusetts
$266K +$44.7K +303 +18%
SAF
3238
Smith Anglin Financial
Texas
$265K +$29.8K +202 +12%
RA
3239
Rise Advisors
New York
$265K +$58K +393 +25%
TCMP
3240
Thrive Capital Management (Pennsylvania)
Pennsylvania
$264K -$475K -3,219 -62%
HWA
3241
Hilltop Wealth Advisors
North Carolina
$264K – – –
VBFG
3242
Vishria Bird Financial Group
Tennessee
$263K – – –
GB
3243
Goepper Burkhardt
South Carolina
$262K +$24.2K +164 +9%
AF
3244
Apexium Financial
Texas
$262K +$32K +217 +15%
TA
3245
Tectonic Advisors
Texas
$262K +$55.9K +379 +25%
ACM
3246
Aubrey Capital Management
United Kingdom
$262K +$275K +1,865 New
SC
3247
Saturna Capital
Washington
$259K -$664K -4,500 -70%
CCP
3248
Cassia Capital Partners
North Carolina
$257K +$6.64K +45 +2%
AWM
3249
Adams Wealth Management
Utah
$256K -$28.6K -194 -9%
DFA
3250
DHJJ Financial Advisors
Illinois
$256K -$1.18K -8 -0.4%
128 129
130
131 132