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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMA
3776
Capstone Wealth Management (Alabama)
Alabama
$934K +$492K +1,585 +125%
BNA
3777
BankChampaign National Association
Illinois
$932K +$488K +1,570 +123%
POIA
3778
Pin Oak Investment Advisors
Texas
$932K +$6.21K +20 +0.7%
PS
3779
Planned Solutions
California
$931K +$34.2K +110 +4%
KFP
3780
Keener Financial Planning
Texas
$930K +$92.9K +299 +12%
FF
3781
Friday Financial
Iowa
$930K +$112K +361 +15%
B
3782
Bensler
Washington
$929K -$14K -45 -2%
QWM
3783
QP Wealth Management
New Jersey
$929K -$1.86K -6 -0.2%
EPW
3784
Endeavor Private Wealth
Kansas
$929K -$61.8K -199 -7%
MWP
3785
Meridian Wealth Partners
Pennsylvania
$928K +$2.48K +8 +0.3%
FZCM
3786
Flynn Zito Capital Management
New York
$926K +$9.32K +30 +1%
4A
3787
4Wealth Advisors
Illinois
$926K +$135K +435 +18%
API
3788
Asset Planning Inc
California
$925K +$1.55K +5 +0.2%
TWA
3789
Tandem Wealth Advisors
Arizona
$925K +$53.1K +171 +6%
DCBT
3790
Dakota Community Bank & Trust
North Dakota
$920K +$32.3K +104 +4%
KPWG
3791
KFA Private Wealth Group
Virginia
$920K -$227K -732 -21%
XPN
3792
XY Planning Network
Montana
$919K +$108K +349 +14%
KAM
3793
KEB Asset Management
Illinois
$919K -$2.48K -8 -0.3%
CGF
3794
Constant Guidance Financial
Massachusetts
$917K +$870K +2,802 New
IFU
3795
iSAM Funds (UK)
United Kingdom
$917K -$207K -666 -19%
QFA
3796
Quattro Financial Advisors
Texas
$917K +$870K +2,800 New
CLIP
3797
Colter Lewis Investment Partners
Connecticut
$916K -$1.18M -3,790 -58%
PI
3798
Parkside Investments
Illinois
$915K -$168K -540 -16%
BAM
3799
Broyhill Asset Management
North Carolina
$915K – – –
SIA
3800
Sovereign Investment Advisors
Arizona
$913K – – –
150 151
152
153 154