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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
3451
Centiva Capital
New York
$478K -$2.63M -14,560 -86%
GB
3452
Goepper Burkhardt
South Carolina
$478K +$12.5K +69 +3%
PDM
3453
Penn Davis McFarland
Texas
$475K – – –
VLC
3454
Van Leeuwen & Company
New Jersey
$475K +$97.1K +538 +29%
PPWM
3455
Paragon Private Wealth Management
Kentucky
$475K +$94.9K +526 +29%
KA
3456
Kercheville Advisors
Texas
$475K +$428K +2,370 New
CWM
3457
Cherrydale Wealth Management
New Jersey
$475K +$72.5K +402 +20%
SWM
3458
SilverOak Wealth Management
Minnesota
$474K -$3.43K -19 -0.8%
SWM
3459
Solano Wealth Management
California
$474K +$541 +3 +0.1%
PSA
3460
Plum Street Advisors
Louisiana
$474K +$405K +2,247 New
TCOO
3461
Trust Company of Oklahoma
Oklahoma
$473K +$7.4K +41 +2%
LIM
3462
Lathrop Investment Management
Arkansas
$473K -$28.1K -156 -6%
AFG
3463
AFS Financial Group
Maryland
$473K -$2.38M -13,171 -85%
WFO
3464
Wealthgate Family Office
Colorado
$473K – – –
HB
3465
Horizon Bancorp
Indiana
$472K +$11.9K +66 +3%
CFG
3466
Clayton Financial Group
Missouri
$472K +$425K +2,355 New
MFGM
3467
Marshall Financial Group (Maryland)
Maryland
$470K -$35.5K -197 -8%
FWMM
3468
Foundation Wealth Management (Missouri)
Missouri
$470K – – –
NWA
3469
Navis Wealth Advisors
New York
$469K -$1.08K -6 -0.3%
PS
3470
Planned Solutions
California
$469K – – –
PHWM
3471
Pine Harbor Wealth Management
Maryland
$469K +$3.61K +20 +0.9%
WBCM
3472
Wilson & Boucher Capital Management
California
$469K +$180 +1 +0%
EC
3473
EdgeRock Capital
Colorado
$468K +$21.1K +117 +5%
WW
3474
Westshore Wealth
California
$468K -$2.17K -12 -0.5%
TC
3475
Tacita Capital
Ontario, Canada
$467K – – –
137 138
139
140 141