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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAGAS
3501
Capital Advisory Group Advisory Services
Minnesota
$173K -$246K -1,940 -60%
TCM
3502
TD Capital Management
Tennessee
$167K +$8.74K +69 +6%
CMP
3503
Coston McIsaac & Partners
Maine
$162K +$507 +4 +0.3%
TCM
3504
Tradewinds Capital Management
Washington
$162K +$17.6K +139 +13%
WA
3505
WestEnd Advisors
North Carolina
$160K -$1.39K -11 -0.9%
LFA
3506
Legend Financial Advisors
Pennsylvania
$159K +$23.3K +184 +18%
BIA
3507
Bell Investment Advisors
California
$156K +$46.1K +364 +46%
TCCM
3508
Timber Creek Capital Management
Massachusetts
$154K – – –
CPG
3509
Cornerstone Planning Group
New Jersey
$149K +$140K +1,102 New
KFS
3510
Kelly Financial Services
Massachusetts
$146K +$760 +6 +0.6%
FIM
3511
FWL Investment Management
Texas
$140K +$132K +1,043 New
NOI
3512
Newton One Investments
Delaware
$137K – – –
PP
3513
PFS Partners
New Jersey
$134K -$63.1K -498 -33%
HIM
3514
Hillsdale Investment Management
Ontario, Canada
$134K -$32.9K -260 -21%
PP
3515
PrairieView Partners
Minnesota
$134K – – –
IWP
3516
IAG Wealth Partners
Wisconsin
$134K -$12K -95 -9%
WOSD
3517
WFA of San Diego
California
$134K +$126K +996 New
AWM
3518
Abound Wealth Management
Tennessee
$131K +$3.67K +29 +3%
EAM
3519
Empirical Asset Management
Massachusetts
$130K +$1.36M +10,735 New
CWAF
3520
Core Wealth Advisors (Florida)
Florida
$130K – – –
OAJ
3521
Ogorek Anthony Joseph
New York
$129K – – –
RDIA
3522
RE Dickinson Investment Advisors
Iowa
$128K – – –
EE
3523
EWG Elevate
California
$125K +$118K +935 New
BAM
3524
Baldrige Asset Management
Pennsylvania
$125K +$2.91K +23 +3%
OA
3525
Operose Advisors
Wisconsin
$125K -$12.7K -100 -10%
139 140
141
142 143