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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NCMW
3826
Northern Capital Management (Washington)
Washington
$219K -$149K -980 -43%
CC
3827
Capital Counsel
New York
$218K -$62.1K -410 -24%
ACM
3828
Alamar Capital Management
California
$218K +$194K +1,280 New
NI
3829
NDVR Inc
Massachusetts
$218K +$194K +1,280 New
SCA
3830
Scott Capital Advisors
Oregon
$218K +$194K +1,279 New
PA
3831
Planning Alternatives
Michigan
$217K +$193K +1,276 New
JPLA
3832
Joseph P. Lucia & Associates
New York
$216K -$25.8K -170 -12%
WWG
3833
West Wealth Group
California
$216K +$193K +1,272 New
HIS
3834
Horizon Investment Services
Indiana
$216K +$193K +1,271 New
PSC
3835
Prentiss Smith & Co
Vermont
$216K -$90.9K -600 -32%
B
3836
Bensler
Washington
$215K -$40.6K -268 -17%
PFA
3837
Plotkin Financial Advisors
Maryland
$215K +$192K +1,264 New
AWM
3838
Abound Wealth Management
Tennessee
$215K +$11.1K +73 +6%
CA
3839
Crane Advisory
California
$214K +$188K +1,240 New
FWS
3840
FinDec Wealth Services
California
$213K +$190K +1,255 New
BBW
3841
Blue Barn Wealth
Utah
$213K -$72.3K -477 -28%
4WM
3842
4J Wealth Management
Virginia
$213K +$190K +1,252 New
FFW
3843
Fusion Family Wealth
New York
$213K +$189K +1,250 New
GCM
3844
G2 Capital Management
Ohio
$212K +$189K +1,246 New
HSWM
3845
Hubbell Strickland Wealth Management
Louisiana
$212K +$189K +1,246 New
CPA
3846
Clear Point Advisors
New York
$212K +$189K +1,244 New
GCA
3847
Genesee Capital Advisors
New York
$211K +$188K +1,241 New
HIM
3848
Hanlon Investment Management
New Jersey
$211K -$27.9K -184 -13%
CFC
3849
Coyle Financial Counsel
Illinois
$210K +$187K +1,236 New
FCG
3850
Financial Connections Group
California
$209K – – –
152 153
154
155 156