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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HKIMG
3701
Hutchens & Kramer Investment Management Group
Indiana
$272K -$78.8K -520 -25%
PMIA
3702
Patrick Mauro Investment Advisor
Illinois
$272K -$56.1K -370 -19%
KCM
3703
Kendall Capital Management
Maryland
$271K – – –
PWA
3704
Provenance Wealth Advisors
Florida
$271K +$20.9K +138 +9%
RCM
3705
Ridgepath Capital Management
Tennessee
$271K +$241K +1,591 New
LFS
3706
Lutz Financial Services
Nebraska
$269K +$6.67K +44 +3%
CWA
3707
Clarus Wealth Advisors
Arizona
$268K +$243K +1,602 New
ACM
3708
Avalon Capital Management
California
$268K – – –
CCM
3709
Chickasaw Capital Management
Tennessee
$268K +$11.4K +75 +5%
AWM
3710
Able Wealth Management
New Jersey
$268K +$238K +1,573 New
ACP
3711
Arcus Capital Partners
Georgia
$267K -$96.4K -636 -29%
GCL
3712
Gouws Capital LLC
North Carolina
$267K -$99.3K -655 -29%
SRWM
3713
Shira Ridge Wealth Management
California
$267K +$4.09K +27 +2%
MFG
3714
Midwest Financial Group
Kansas
$267K +$238K +1,570 New
CWM
3715
Cedar Wealth Management
California
$267K +$5.15K +34 +2%
TFA
3716
Toth Financial Advisory
Virginia
$267K – – –
ORI
3717
Oak Ridge Investments
Illinois
$266K +$237K +1,566 New
MFG
3718
Mendota Financial Group
Wisconsin
$266K +$163K +1,078 +223%
NRW
3719
Nova R Wealth
Kansas
$265K +$1.36K +9 +0.6%
YWM
3720
Yoder Wealth Management
California
$265K +$5.91K +39 +3%
PFP
3721
Paragon Financial Partners
California
$264K -$2.73K -18 -1%
T
3722
TNF
Montana
$264K -$21.4K -141 -8%
BFS
3723
Baskin Financial Services
Ontario, Canada
$263K +$8.64K +57 +4%
UWM
3724
USAdvisors Wealth Management
Minnesota
$263K +$234K +1,546 New
KWM
3725
KFG Wealth Management
Indiana
$262K -$14.1K -93 -6%
147 148
149
150 151