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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
3476
Operose Advisors
Wisconsin
$163K +$169K +1,029 New
LPP
3477
Life Planning Partners
Florida
$162K +$168K +1,026 New
NOI
3478
Newton One Investments
Delaware
$161K – – –
PP
3479
PFS Partners
New Jersey
$157K +$163K +994 New
CWAF
3480
Core Wealth Advisors (Florida)
Florida
$157K -$17.1K -104 -9%
FEG
3481
Financial Enhancement Group
Indiana
$153K -$9.03K -55 -5%
AWM
3482
Abound Wealth Management
Tennessee
$148K +$154K +938 New
VCM
3483
Versant Capital Management
Arizona
$147K +$328 +2 +0.2%
OAJ
3484
Ogorek Anthony Joseph
New York
$145K -$5.25K -32 -3%
IWP
3485
IAG Wealth Partners
Wisconsin
$145K +$4.27K +26 +3%
WFS
3486
Widmann Financial Services
Maryland
$145K +$151K +919 New
BAM
3487
Baldrige Asset Management
Pennsylvania
$144K -$7.23K -44 -5%
EIP
3488
Ellis Investment Partners
Pennsylvania
$143K +$13.6K +83 +10%
OBWP
3489
O'Brien Wealth Partners
Massachusetts
$141K -$12.5K -76 -8%
SFPG
3490
Stonebridge Financial Planning Group
Florida
$139K – – –
HFA
3491
HC Financial Advisors
California
$137K – – –
CFN
3492
Cordasco Financial Network
Florida
$132K – – –
PO
3493
Private Ocean
California
$129K +$4.76K +29 +4%
ITFISA
3494
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$128K -$31.2K -190 -19%
WFA
3495
West Financial Advisors
Iowa
$119K – – –
VFIC
3496
Valley Forge Investment Consultants
Pennsylvania
$116K +$28.6K +174 +31%
BIA
3497
Bell Investment Advisors
California
$114K -$21.8K -133 -16%
RK
3498
Rather & Kittrell
Tennessee
$114K +$119K +723 New
TAM
3499
Tucker Asset Management
Colorado
$114K +$3.94K +24 +3%
RFWA
3500
RPg Family Wealth Advisory
Massachusetts
$112K -$56K -341 -32%
138 139
140
141 142