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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FPF
3451
First Pacific Financial
Washington
$210K +$199K +1,567 New
D
3452
Dentgroup
Louisiana
$209K +$198K +1,561 New
MWM
3453
Moran Wealth Management
Florida
$208K +$197K +1,553 New
PFP
3454
Paragon Financial Partners
California
$208K +$196K +1,550 New
ONSWM
3455
Old North State Wealth Management
North Carolina
$207K +$196K +1,543 New
LAM
3456
Lifestyle Asset Management
Texas
$207K +$195K +1,542 New
RLIM
3457
Red Lighthouse Investment Management
New York
$206K +$195K +1,539 New
KWM
3458
KFG Wealth Management
Indiana
$206K +$195K +1,538 New
CWA
3459
Continuum Wealth Advisors
New York
$206K +$195K +1,536 New
BBW
3460
Blue Barn Wealth
Utah
$206K -$84.4K -666 -30%
DJYG
3461
David J. Yvars Group
Florida
$205K +$194K +1,528 New
VBFP
3462
Valtinson Bruner Financial Planning
Minnesota
$205K +$190K +1,499 New
BWM
3463
Boyd Wealth Management
California
$205K +$193K +1,527 New
MWP
3464
Madison Wealth Partners
Wisconsin
$204K +$193K +1,524 New
VLC
3465
Van Leeuwen & Company
New Jersey
$204K +$193K +1,523 New
TDC
3466
Thompson Davis & Co
Virginia
$204K -$91.1K -719 -32%
CMS
3467
Capital Market Strategies
Florida
$204K +$193K +1,520 New
RWM
3468
Rezny Wealth Management
Florida
$203K +$192K +1,515 New
MCM
3469
McDonough Capital Management
Florida
$203K +$192K +1,517 New
WJA
3470
Willis Johnson & Associates
Texas
$203K +$192K +1,513 New
AFA
3471
American Financial Advisors
Georgia
$203K +$191K +1,511 New
GAM
3472
Garrison Asset Management
Arkansas
$202K +$191K +1,509 New
ACA
3473
Ascension Capital Advisors
Texas
$202K +$191K +1,507 New
LFS
3474
Lutz Financial Services
Nebraska
$202K +$191K +1,507 New
RBC
3475
Roble Belko & Company
Pennsylvania
$202K – – –
137 138
139
140 141