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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
3576
Marotta Asset Management
Virginia
$402K -$82.1K -455 -18%
TWA
3577
Tandem Wealth Advisors
Arizona
$401K +$21.7K +120 +6%
FWI
3578
Facet Wealth Inc
Maryland
$400K -$22.6K -125 -6%
KWAG
3579
Kiely Wealth Advisory Group
North Carolina
$400K – – –
KC
3580
Kinloch Capital
Virginia
$399K +$15.3K +85 +4%
AFAS
3581
Acorn Financial Advisory Services
Virginia
$399K -$89.7K -497 -20%
PWA
3582
Prairie Wealth Advisors
Nebraska
$398K +$359K +1,987 New
PAWA
3583
Palo Alto Wealth Advisors
California
$397K – – –
CFGSD
3584
Compass Financial Group (South Dakota)
South Dakota
$397K +$902 +5 +0.3%
OA
3585
Oxbow Advisors
Texas
$396K +$123K +679 +52%
HFW
3586
Horizon Family Wealth
Illinois
$395K +$722 +4 +0.2%
RWM
3587
Ruedi Wealth Management
Illinois
$395K +$18.9K +105 +6%
LSA
3588
Lansing Street Advisors
Pennsylvania
$395K +$355K +1,970 New
SWIM
3589
Smallwood Wealth Investment Management
New Jersey
$394K +$36.1K +200 +11%
CCP
3590
Clarkston Capital Partners
Michigan
$394K – – –
SFC
3591
Strategic Financial Concepts
Texas
$393K +$354K +1,962 New
KA
3592
Kearns & Associates
California
$393K – – –
KFA
3593
Krane Funds Advisors
New York
$392K -$574K -3,180 -62%
WP
3594
Wealthspan Partners
Iowa
$391K – – –
KFS
3595
Kurt F. Somerville
$390K -$62.3K -345 -15%
ZAM
3596
Zevin Asset Management
Massachusetts
$390K -$64.1K -355 -15%
LSIA
3597
LaSalle St. Investment Advisors
Illinois
$390K +$377K +2,089 New
CC
3598
Copperleaf Capital
North Carolina
$390K +$61K +338 +21%
MAM
3599
MMA Asset Management
Pennsylvania
$388K -$180 -1 -0.1%
BWM
3600
BCS Wealth Management
Tennessee
$388K +$361 +2 +0.1%
142 143
144
145 146