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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HAFS
3251
Hapanowicz & Associates Financial Services
Pennsylvania
$210K +$231K +1,861 New
DA
3252
Detalus Advisors
Missouri
$210K +$231K +1,862 New
BW
3253
Basepoint Wealth
Iowa
$210K -$55.9K -451 -19%
NF
3254
Norwood Financial
Pennsylvania
$209K – – –
LFP
3255
Leeward Financial Partners
Washington
$208K -$2.35M -18,943 -91%
DC
3256
Defender Capital
North Carolina
$208K – – –
HWM
3257
HFR Wealth Management
New York
$208K – – –
RFP
3258
Roth Financial Partners
Texas
$208K – – –
CIM
3259
Confluence Investment Management
Missouri
$206K -$4.58K -37 -2%
PW
3260
Peninsula Wealth
California
$206K +$226K +1,827 New
SPF
3261
Steven Patrick Farmer
$206K +$227K +1,833 New
SAM
3262
Shikiar Asset Management
New York
$205K -$31K -250 -12%
CWM
3263
CarsonAllaria Wealth Management
Illinois
$205K +$223K +1,799 +7,196%
HCM
3264
Howard Capital Management
Georgia
$204K -$43.2K -349 -16%
AAM
3265
Ameraudi Asset Management
New York
$204K – – –
KPWG
3266
KFA Private Wealth Group
Virginia
$203K -$7.43K -60 -3%
FZCM
3267
Flynn Zito Capital Management
New York
$203K +$35.1K +283 +19%
PSC
3268
Prentiss Smith & Co
Vermont
$202K -$33.5K -270 -13%
SAF
3269
Smith Anglin Financial
Texas
$202K -$19.3K -156 -8%
VIM
3270
VELA Investment Management
Ohio
$202K +$223K +1,798 New
AL
3271
ADE LLC
Maryland
$201K – – –
BBW
3272
Blue Barn Wealth
Utah
$201K +$221K +1,786 New
HFM
3273
Hartford Funds Management
Pennsylvania
$201K +$221K +1,787 New
AWP
3274
Abacus Wealth Partners
California
$201K +$24.3K +196 +12%
EIP
3275
Ellis Investment Partners
Pennsylvania
$200K +$1.61K +13 +0.7%
129 130
131
132 133