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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
3701
Private Capital Advisors
Connecticut
$272K – – –
HKIMG
3702
Hutchens & Kramer Investment Management Group
Indiana
$272K -$78.8K -520 -25%
PMIA
3703
Patrick Mauro Investment Advisor
Illinois
$272K -$56.1K -370 -19%
KCM
3704
Kendall Capital Management
Maryland
$271K – – –
PWA
3705
Provenance Wealth Advisors
Florida
$271K +$20.9K +138 +9%
RCM
3706
Ridgepath Capital Management
Tennessee
$271K +$241K +1,591 New
WFA
3707
Woodward Financial Advisors
North Carolina
$270K +$241K +1,588 New
LFS
3708
Lutz Financial Services
Nebraska
$269K +$6.67K +44 +3%
CWA
3709
Clarus Wealth Advisors
Arizona
$268K +$243K +1,602 New
ACM
3710
Avalon Capital Management
California
$268K – – –
CCM
3711
Chickasaw Capital Management
Tennessee
$268K +$11.4K +75 +5%
AWM
3712
Able Wealth Management
New Jersey
$268K +$238K +1,573 New
ACP
3713
Arcus Capital Partners
Georgia
$267K -$96.4K -636 -29%
GCL
3714
Gouws Capital LLC
North Carolina
$267K -$99.3K -655 -29%
SRWM
3715
Shira Ridge Wealth Management
California
$267K +$4.09K +27 +2%
MFG
3716
Midwest Financial Group
Kansas
$267K +$238K +1,570 New
CWM
3717
Cedar Wealth Management
California
$267K +$5.15K +34 +2%
TFA
3718
Toth Financial Advisory
Virginia
$267K – – –
ORI
3719
Oak Ridge Investments
Illinois
$266K +$237K +1,566 New
MFG
3720
Mendota Financial Group
Wisconsin
$266K +$163K +1,078 +223%
NRW
3721
Nova R Wealth
Kansas
$265K +$1.36K +9 +0.6%
YWM
3722
Yoder Wealth Management
California
$265K +$5.91K +39 +3%
PFP
3723
Paragon Financial Partners
California
$264K -$2.73K -18 -1%
T
3724
TNF
Montana
$264K -$21.4K -141 -8%
BFS
3725
Baskin Financial Services
Ontario, Canada
$263K +$8.64K +57 +4%
147 148
149
150 151