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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
3776
Richwood Investment Advisors
Ohio
$663K -$12.8K -50 -2%
KIC
3777
Keating Investment Counselors
Florida
$662K +$25.5K +100 +5%
GF
3778
Gimbal Financial
Indiana
$662K +$13.3K +52 +2%
FEG
3779
Financial Enhancement Group
Indiana
$660K -$5.61K -22 -0.9%
DHC
3780
Drum Hill Capital
Connecticut
$660K – – –
XPN
3781
XY Planning Network
Montana
$656K +$578K +2,264 New
VPP
3782
Vertex Planning Partners
Illinois
$655K -$2.3K -9 -0.4%
RPGNY
3783
Retirement Planning Group (New York)
New York
$655K +$84.5K +331 +17%
4A
3784
4Wealth Advisors
Illinois
$654K -$9.95K -39 -2%
JCIA
3785
Jackson Creek Investment Advisors
Colorado
$653K -$55.6K -218 -9%
TWA
3786
Tandem Wealth Advisors
Arizona
$652K +$32.2K +126 +6%
KFS
3787
Kelly Financial Services
Massachusetts
$652K +$34.7K +136 +6%
WP
3788
Waycross Partners
Kentucky
$651K +$573K +2,247 New
OA
3789
Oceanside Advisors
South Carolina
$651K – – –
SM
3790
Sensible Money
Arizona
$649K – – –
CFC
3791
Coyle Financial Counsel
Illinois
$648K +$8.17K +32 +1%
TAM
3792
TCP Asset Management
Ohio
$647K +$15.8K +62 +3%
MCM
3793
M1 Capital Management
Michigan
$647K +$12.5K +49 +2%
M
3794
MATAURO
New York
$646K +$20.4K +80 +4%
WI
3795
Wedgewood Investors
Pennsylvania
$646K -$20.9K -82 -4%
OFP
3796
OLIO Financial Planning
Virginia
$645K -$12.8K -50 -2%
SFC
3797
Sprinkle Financial Consultants
Colorado
$642K -$19.6K -77 -3%
SWM
3798
Selective Wealth Management
Virginia
$642K -$25K -98 -4%
WWA
3799
Wisconsin Wealth Advisors
Wisconsin
$642K +$92.6K +363 +20%
STB
3800
S&T Bank
Pennsylvania
$641K +$7.14K +28 +1%
150 151
152
153 154