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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NPI
3776
New Perspectives Inc
Mississippi
$336K +$336K +1,593 New
PRI
3777
Prepared Retirement Institute
Pennsylvania
$335K -$9.06K -43 -3%
LFS
3778
Lutz Financial Services
Nebraska
$334K +$5.69K +27 +2%
CFC
3779
Coyle Financial Counsel
Illinois
$334K +$72K +342 +26%
KFP
3780
Keener Financial Planning
Texas
$333K – – –
PCM
3781
Penserra Capital Management
California
$332K -$165M -784,355 -100%
HP
3782
Highlander Partners
Texas
$332K – – –
EC
3783
EntryPoint Capital
New York
$331K +$84.9K +403 +35%
RW
3784
Rockport Wealth
Ohio
$330K – – –
NCMW
3785
Northern Capital Management (Washington)
Washington
$330K +$37.9K +180 +13%
PCM
3786
Pennsylvania Capital Management
Pennsylvania
$328K -$142K -676 -30%
BLAM
3787
Bourne Lent Asset Management
New York
$327K +$10.5K +50 +3%
GWM
3788
Gitterman Wealth Management
New Jersey
$326K – – –
AFGAS
3789
Allegiance Financial Group Advisory Services
Virginia
$326K -$28.6K -136 -8%
HGA
3790
Hobbs Group Advisors
South Carolina
$326K +$49.9K +237 +18%
LKIM
3791
Lawson Kroeker Investment Management
Nebraska
$325K +$39K +185 +14%
RWRC
3792
R.W. Roge & Company
New York
$325K +$326K +1,546 New
RCM
3793
Ridgepath Capital Management
Tennessee
$325K – – –
TBWA
3794
Three Bridge Wealth Advisors
California
$325K – – –
CWM
3795
CarsonAllaria Wealth Management
Illinois
$324K -$77.3K -367 -19%
TCMP
3796
Thrive Capital Management (Pennsylvania)
Pennsylvania
$324K -$55K -261 -15%
AWM
3797
Alterna Wealth Management
Texas
$323K -$280K -1,330 -46%
BFM
3798
Boothbay Fund Management
New York
$323K -$832K -3,948 -72%
R
3799
Rebalance
California
$322K -$25.9K -123 -7%
BWM
3800
Boyd Wealth Management
California
$322K – – –
150 151
152
153 154