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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
3776
CapWealth Advisors
Tennessee
$948K +$6.81K +22 +0.8%
KCIC
3777
Kuhn & Co Investment Counsel
Illinois
$947K +$403K +1,303 +80%
MPW
3778
Magnolia Private Wealth
Pennsylvania
$946K -$57.6K -186 -6%
HA
3779
Hyposwiss Advisors
$945K +$908K +2,934 New
HIS
3780
Harvest Investment Services
Illinois
$944K -$180K -580 -17%
FFL
3781
Financial Freedom LLC
Ohio
$943K +$1.24K +4 +0.1%
CIM
3782
Capital Investment Management
Missouri
$943K +$906K +2,926 New
PAG
3783
Paladin Advisory Group
Iowa
$942K +$43.7K +141 +5%
HIW
3784
Holos Integrated Wealth
Pennsylvania
$942K +$28.8K +93 +3%
CWA
3785
Clearview Wealth Advisors
Oregon
$941K -$35.6K -115 -4%
RWM
3786
Reston Wealth Management
Virginia
$941K +$150K +485 +20%
WFS
3787
WealthGarden F.S.
California
$939K -$8.05K -26 -0.8%
RA
3788
Ruggaard & Associates
Ohio
$937K -$3.1K -10 -0.3%
HC
3789
Hourglass Capital
Texas
$936K -$186K -600 -17%
SWM
3790
Steinberganna Wealth Management
New York
$936K +$13.3K +43 +2%
PWMA
3791
Pension & Wealth Management Advisors
Massachusetts
$936K -$33.4K -108 -4%
MWM
3792
Mindset Wealth Management
Indiana
$932K -$30.3K -98 -3%
WWG
3793
West Wealth Group
California
$932K +$2.79K +9 +0.3%
RBC
3794
Roble Belko & Company
Pennsylvania
$931K +$146K +470 +19%
AFWM
3795
AMJ Financial Wealth Management
Virginia
$931K -$9.6K -31 -1%
SP
3796
Symmetry Partners
Connecticut
$930K -$24.1K -78 -3%
IPA
3797
Investment Planning Advisors
Georgia
$930K +$101K +325 +13%
CIA
3798
Cascade Investment Advisors
Oregon
$929K – – –
CL
3799
CLG LLC
California
$926K -$9.91K -32 -1%
MF
3800
Meridian Financial
Massachusetts
$923K -$71.2K -230 -7%
150 151
152
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