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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
3226
Clarus Wealth Advisors
Arizona
$203K +$222K +1,938 New
AWM
3227
Adams Wealth Management
Utah
$202K -$4.36K -38 -2%
HWA
3228
Hilltop Wealth Advisors
North Carolina
$202K – – –
CCP
3229
Carmel Capital Partners
California
$202K +$222K +1,931 New
AWP
3230
Abacus Wealth Partners
California
$202K +$17.1K +149 +8%
VBFG
3231
Vishria Bird Financial Group
Tennessee
$201K – – –
CCM
3232
Cribstone Capital Management
Maine
$197K -$8.84K -77 -4%
AFS
3233
Annapolis Financial Services
Maryland
$196K +$24.4K +213 +13%
MW
3234
Milestone Wealth
New York
$195K – – –
BIP
3235
Blueprint Investment Partners
North Carolina
$195K +$214K +1,862 New
RFP
3236
Roth Financial Partners
Texas
$193K – – –
EIP
3237
Ellis Investment Partners
Pennsylvania
$187K +$1.49K +13 +0.7%
TAM
3238
Tucker Asset Management
Colorado
$187K +$41.4K +361 +32%
MSFP
3239
Mark Sheptoff Financial Planning
Connecticut
$182K -$134K -1,169 -40%
LD
3240
Lipe & Dalton
New York
$181K – – –
CYG
3241
Clean Yield Group
Vermont
$179K – – –
SFO
3242
Standard Family Office
South Dakota
$175K – – –
MFA
3243
Morling Financial Advisors
California
$172K – – –
TFA
3244
Toth Financial Advisory
Virginia
$169K +$23.8K +207 +15%
BHWM
3245
Beaird Harris Wealth Management
Texas
$162K -$5.16K -45 -3%
SSC
3246
Syverson Strege & Co
Iowa
$159K +$115 +1 +0.1%
ACM
3247
Antonetti Capital Management
Florida
$157K – – –
RBC
3248
Roble Belko & Company
Pennsylvania
$157K – – –
TA
3249
Teramo Advisors
Florida
$157K – – –
PP
3250
PFS Partners
New Jersey
$157K +$57.5K +501 +50%
128 129
130
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