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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
A
3826
AJOVista
Massachusetts
$220K +$196K +1,291 New
RFN
3827
Redwood Financial Network
Ohio
$219K +$195K +1,288 New
NCMW
3828
Northern Capital Management (Washington)
Washington
$219K -$149K -980 -43%
CC
3829
Capital Counsel
New York
$218K -$62.1K -410 -24%
ACM
3830
Alamar Capital Management
California
$218K +$194K +1,280 New
NI
3831
NDVR Inc
Massachusetts
$218K +$194K +1,280 New
SCA
3832
Scott Capital Advisors
Oregon
$218K +$194K +1,279 New
PA
3833
Planning Alternatives
Michigan
$217K +$193K +1,276 New
JPLA
3834
Joseph P. Lucia & Associates
New York
$216K -$25.8K -170 -12%
WWG
3835
West Wealth Group
California
$216K +$193K +1,272 New
HIS
3836
Horizon Investment Services
Indiana
$216K +$193K +1,271 New
PSC
3837
Prentiss Smith & Co
Vermont
$216K -$90.9K -600 -32%
B
3838
Bensler
Washington
$215K -$40.6K -268 -17%
PFA
3839
Plotkin Financial Advisors
Maryland
$215K +$192K +1,264 New
AWM
3840
Abound Wealth Management
Tennessee
$215K +$11.1K +73 +6%
CA
3841
Crane Advisory
California
$214K +$188K +1,240 New
FWS
3842
FinDec Wealth Services
California
$213K +$190K +1,255 New
BBW
3843
Blue Barn Wealth
Utah
$213K -$72.3K -477 -28%
4WM
3844
4J Wealth Management
Virginia
$213K +$190K +1,252 New
FFW
3845
Fusion Family Wealth
New York
$213K +$189K +1,250 New
GCM
3846
G2 Capital Management
Ohio
$212K +$189K +1,246 New
HSWM
3847
Hubbell Strickland Wealth Management
Louisiana
$212K +$189K +1,246 New
CPA
3848
Clear Point Advisors
New York
$212K +$189K +1,244 New
GCA
3849
Genesee Capital Advisors
New York
$211K +$188K +1,241 New
HIM
3850
Hanlon Investment Management
New Jersey
$211K -$27.9K -184 -13%
152 153
154
155 156