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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
3726
Crestline Management
Texas
$358K +$358K +1,700 New
KL
3727
KWMG LLC
Kansas
$358K +$81.1K +385 +29%
WA
3728
WESPAC Advisors
California
$356K +$421 +2 +0.1%
TFP
3729
Triune Financial Partners
Kansas
$356K +$632 +3 +0.2%
MSF
3730
Mustard Seed Financial
Arkansas
$356K +$5.48K +26 +2%
DWA
3731
Delta Wealth Advisors
Indiana
$356K – – –
SFS
3732
Sharp Financial Services
Pennsylvania
$355K +$29.5K +140 +9%
LIG
3733
Lokken Investment Group
Delaware
$354K -$5.27K -25 -1%
ZAM
3734
Zevin Asset Management
Massachusetts
$354K +$2.11K +10 +0.6%
CM
3735
Columbus Macro
Pennsylvania
$354K -$11.2K -53 -3%
VIM
3736
VELA Investment Management
Ohio
$353K – – –
DW
3737
Dodds Wealth
Colorado
$353K +$36.9K +175 +12%
RLIM
3738
Red Lighthouse Investment Management
New York
$353K -$211 -1 -0.1%
ACM
3739
Avalon Capital Management
California
$353K – – –
KFA
3740
Krane Funds Advisors
New York
$353K +$5.05K +24 +1%
GCWM
3741
Graham Capital Wealth Management
District of Columbia
$353K +$4.63K +22 +1%
SFG
3742
Sterling Financial Group
California
$352K – – –
BMCM
3743
Burns Matteson Capital Management
New York
$352K +$50.8K +241 +17%
WCM
3744
Washburn Capital Management
Florida
$352K +$10.5K +50 +3%
SA
3745
Stewardship Advisors
Pennsylvania
$352K +$351K +1,668 New
DWS
3746
Dynamic Wealth Strategies
California
$351K -$37.1K -176 -10%
WQ
3747
Wealth Quarterback
New Jersey
$350K +$1.05K +5 +0.3%
CCA
3748
Cadent Capital Advisors
Oklahoma
$350K +$67.6K +321 +24%
CS
3749
CapitalatWork SA
$349K – – –
IWN
3750
Independent Wealth Network
Iowa
$349K +$9.27K +44 +3%
148 149
150
151 152