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JPMorgan Chase
JPM

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