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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
3251
Peninsula Wealth
California
$206K +$226K +1,827 New
SPF
3252
Steven Patrick Farmer
$206K +$227K +1,833 New
SAM
3253
Shikiar Asset Management
New York
$205K -$31K -250 -12%
CWM
3254
CarsonAllaria Wealth Management
Illinois
$205K +$223K +1,799 +7,196%
HCM
3255
Howard Capital Management
Georgia
$204K -$43.2K -349 -16%
AAM
3256
Ameraudi Asset Management
New York
$204K – – –
KPWG
3257
KFA Private Wealth Group
Virginia
$203K -$7.43K -60 -3%
FZCM
3258
Flynn Zito Capital Management
New York
$203K +$35.1K +283 +19%
PSC
3259
Prentiss Smith & Co
Vermont
$202K -$33.5K -270 -13%
SAF
3260
Smith Anglin Financial
Texas
$202K -$19.3K -156 -8%
VIM
3261
VELA Investment Management
Ohio
$202K +$223K +1,798 New
AL
3262
ADE LLC
Maryland
$201K – – –
BBW
3263
Blue Barn Wealth
Utah
$201K +$221K +1,786 New
HFM
3264
Hartford Funds Management
Pennsylvania
$201K +$221K +1,787 New
AWP
3265
Abacus Wealth Partners
California
$201K +$24.3K +196 +12%
EIP
3266
Ellis Investment Partners
Pennsylvania
$200K +$1.61K +13 +0.7%
CM
3267
Caption Management
Oklahoma
$196K +$215K +1,738 New
BFG
3268
Baron Financial Group
New Jersey
$195K – – –
LD
3269
Lipe & Dalton
New York
$195K – – –
EI
3270
Ellevest Inc
New York
$194K -$11.5K -93 -5%
CYG
3271
Clean Yield Group
Vermont
$193K +$34.4K +278 +19%
SFO
3272
Standard Family Office
South Dakota
$188K +$207K +1,671 New
AFS
3273
Annapolis Financial Services
Maryland
$187K +$619 +5 +0.3%
MFA
3274
Morling Financial Advisors
California
$186K -$991 -8 -0.5%
TAIM
3275
Te Ahumairangi Investment Management
New Zealand
$180K – – –
129 130
131
132 133