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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
3726
Continuum Wealth Advisors
New York
$261K – – –
EP
3727
Essential Planning
New Hampshire
$261K – – –
SFA
3728
Seneca Financial Advisors
New York
$260K +$909 +6 +0.4%
LD
3729
Lipe & Dalton
New York
$260K – – –
BWM
3730
Boyd Wealth Management
California
$260K -$22.7K -150 -9%
GCP
3731
Gill Capital Partners
Colorado
$260K +$231K +1,526 New
BHWM
3732
Beaird Harris Wealth Management
Texas
$259K +$14.2K +94 +7%
WHCI
3733
W.H. Cornerstone Investments
Massachusetts
$258K +$14.5K +96 +7%
SWM
3734
Seed Wealth Management
Illinois
$257K – – –
DB
3735
Dravo Bay
Delaware
$257K +$229K +1,508 New
GWAG
3736
Garrett Wealth Advisory Group
Texas
$256K +$8.79K +58 +4%
KFP
3737
Keener Financial Planning
Texas
$256K +$228K +1,507 New
QCIG
3738
Quad-Cities Investment Group
Iowa
$255K +$3.18K +21 +1%
HF
3739
Halpern Financial
Virginia
$255K +$6.67K +44 +3%
BLAM
3740
Bourne Lent Asset Management
New York
$255K – – –
CAG
3741
Curtis Advisory Group
California
$255K – – –
TWM
3742
Trevian Wealth Management
Massachusetts
$255K -$24.2K -160 -10%
CMS
3743
Capital Market Strategies
Florida
$254K +$152 +1 +0.1%
LFASL
3744
Lugano Financial Advisors SA (LFA)
Switzerland
$253K +$15.9K +105 +8%
YCG
3745
Yeomans Consulting Group
Georgia
$253K +$226K +1,489 New
O3W
3746
Omni 360 Wealth
New Jersey
$253K +$225K +1,487 New
SCM
3747
Sebold Capital Management
Illinois
$253K -$42.6K -281 -16%
FIC
3748
Family Investment Center
Missouri
$252K – – –
WCM
3749
Wallace Capital Management
Texas
$252K -$60.6K -400 -21%
RCM
3750
Rain Capital Management
Oregon
$251K -$24.6K -162 -10%
148 149
150
151 152