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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KC
3226
Knuff & Co
California
$209K – – –
TWM
3227
Tanager Wealth Management
United Kingdom
$209K – – –
SC
3228
Shay Capital
New York
$209K +$230K +2,000 New
EA
3229
Echo45 Advisors
California
$208K -$71.3K -621 -24%
IA
3230
Inspire Advisors
Idaho
$207K -$30.8K -268 -12%
VAM
3231
Verity Asset Management
North Carolina
$207K +$227K +1,977 New
BW
3232
Basepoint Wealth
Iowa
$206K +$12.7K +111 +6%
PCTC
3233
Perkins Coie Trust Company
Washington
$206K -$10.4K -91 -4%
VW
3234
Vance Wealth
California
$206K +$226K +1,969 New
ZIMP
3235
Zimmermann Investment Management & Planning
Pennsylvania
$204K -$566K -4,933 -72%
SAF
3236
Smith Anglin Financial
Texas
$204K +$18.9K +165 +9%
CWM
3237
ClientFirst Wealth Management
Arkansas
$203K +$173K +1,504 New
CWA
3238
Clarus Wealth Advisors
Arizona
$203K +$222K +1,938 New
AWM
3239
Adams Wealth Management
Utah
$202K -$4.36K -38 -2%
HWA
3240
Hilltop Wealth Advisors
North Carolina
$202K – – –
CCP
3241
Carmel Capital Partners
California
$202K +$222K +1,931 New
AWP
3242
Abacus Wealth Partners
California
$202K +$17.1K +149 +8%
VBFG
3243
Vishria Bird Financial Group
Tennessee
$201K – – –
CCM
3244
Cribstone Capital Management
Maine
$197K -$8.84K -77 -4%
AFS
3245
Annapolis Financial Services
Maryland
$196K +$24.4K +213 +13%
MW
3246
Milestone Wealth
New York
$195K – – –
BIP
3247
Blueprint Investment Partners
North Carolina
$195K +$214K +1,862 New
RFP
3248
Roth Financial Partners
Texas
$193K – – –
EIP
3249
Ellis Investment Partners
Pennsylvania
$187K +$1.49K +13 +0.7%
TAM
3250
Tucker Asset Management
Colorado
$187K +$41.4K +361 +32%
128 129
130
131 132