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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
3276
Kelly Financial Services
Massachusetts
$113K +$689 +6 +0.6%
TIM
3277
Tevis Investment Management
Texas
$113K +$17.8K +155 +17%
TCM
3278
Tradewinds Capital Management
Washington
$112K +$1.15K +10 +0.9%
OA
3279
Operose Advisors
Wisconsin
$108K – – –
NOI
3280
Newton One Investments
Delaware
$106K – – –
LFA
3281
Legend Financial Advisors
Pennsylvania
$105K +$115K +1,003 New
PP
3282
PrairieView Partners
Minnesota
$104K -$45.9K -400 -29%
FA
3283
Financial Advantage
Maryland
$104K – – –
CWAF
3284
Core Wealth Advisors (Florida)
Florida
$101K +$689 +6 +0.6%
OAJ
3285
Ogorek Anthony Joseph
New York
$100K – – –
RDIA
3286
RE Dickinson Investment Advisors
Iowa
$100K +$39.2K +342 +56%
AWM
3287
Abound Wealth Management
Tennessee
$98.9K +$13.3K +116 +14%
BAM
3288
Baldrige Asset Management
Pennsylvania
$95K – – –
FEG
3289
Financial Enhancement Group
Indiana
$94K – – –
RAM
3290
Riggs Asset Management
Pennsylvania
$94K +$7.34K +64 +8%
HFS
3291
HBC Financial Services
Washington
$94K +$74.9K +653 +276%
JWM
3292
Janiczek Wealth Management
Colorado
$90K -$26.4K -230 -21%
HWMA
3293
Heritage Wealth Management (Arizona)
Arizona
$89K -$831K -7,242 -89%
PO
3294
Private Ocean
California
$86K -$36.8K -321 -28%
BIA
3295
Bell Investment Advisors
California
$83K -$23K -200 -20%
SC
3296
Schubert & Co
Texas
$81K +$2.98K +26 +3%
WFA
3297
West Financial Advisors
Iowa
$78K – – –
FA
3298
Financial Avengers
California
$74K -$1.26K -11 -2%
GWMI
3299
Guardian Wealth Management (Illinois)
Illinois
$72K +$230 +2 +0.3%
CMBA
3300
C.M. Bidwell & Associates
Hawaii
$71K -$144K -1,258 -65%
130 131
132
133 134