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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ZAM
3451
Zevin Asset Management
Massachusetts
$392K +$31.1K +205 +10%
BWP
3452
Bernardo Wealth Planning
Pennsylvania
$391K +$8.18K +54 +2%
JSAM
3453
J. Safra Asset Management
New York
$391K +$5.91K +39 +2%
PWMG
3454
Private Wealth Management Group
New Jersey
$390K +$348K +2,294 New
KFS
3455
Kurt F. Somerville
$390K – – –
BWA
3456
Beam Wealth Advisors
Louisiana
$390K -$10K -66 -3%
HB
3457
Horizon Bancorp
Indiana
$389K +$10.3K +68 +3%
WMWM
3458
Whitaker-Myers Wealth Managers
Ohio
$389K +$41.1K +271 +13%
RA
3459
Rational Advisors
New York
$389K -$545K -3,598 -61%
EC
3460
EdgeRock Capital
Colorado
$388K +$36.8K +243 +12%
FWI
3461
Facet Wealth Inc
Maryland
$387K +$49.3K +325 +17%
SNBOSCI
3462
Security National Bank of Sioux City Iowa
Iowa
$387K – – –
BIG
3463
Builder Investment Group
Georgia
$386K -$15.2K -100 -4%
RIA
3464
Richwood Investment Advisors
Ohio
$386K +$31.1K +205 +10%
BFWA
3465
Benchmark Financial Wealth Advisors
Florida
$385K +$46.1K +304 +15%
IVP
3466
Intrinsic Value Partners
Arizona
$384K – – –
CNWM
3467
Clay Northam Wealth Management
California
$384K +$2.42K +16 +0.7%
BBWP
3468
Beacon Bridge Wealth Partners
Pennsylvania
$383K -$5.46K -36 -2%
CA
3469
CapWealth Advisors
Tennessee
$383K -$616K -4,063 -64%
SIS
3470
Strategic Investment Solutions
Illinois
$383K -$13.2M -87,111 -97%
GFL
3471
Granite FO LLC
New Hampshire
$381K -$18K -119 -5%
GAMC
3472
Garner Asset Management Corp
Texas
$381K -$32.4K -214 -9%
AWM
3473
Alterna Wealth Management
Texas
$381K – – –
DWA
3474
Delap Wealth Advisory
Oregon
$378K +$337K +2,225 New
DWP
3475
Destiny Wealth Partners
Florida
$378K – – –
137 138
139
140 141