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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFC
3851
Coyle Financial Counsel
Illinois
$210K +$187K +1,236 New
FCG
3852
Financial Connections Group
California
$209K – – –
FWM
3853
FMB Wealth Management
California
$209K +$186K +1,228 New
KCIC
3854
Kuhn & Co Investment Counsel
Illinois
$208K +$185K +1,222 New
ES
3855
ETF Store
Kansas
$207K +$184K +1,216 New
MSE
3856
MUFG Securities EMEA
United Kingdom
$206K +$170K +1,121 +1,260%
BBNB
3857
Baker Boyer National Bank
Washington
$206K +$183K +1,210 New
PSIWM
3858
Paradigm Strategies in Wealth Management
Minnesota
$206K +$183K +1,209 New
DW
3859
Dodds Wealth
Colorado
$205K +$183K +1,206 New
AFS
3860
AFG Fiduciary Services
Massachusetts
$205K +$181K +1,192 New
KNFPWM
3861
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$205K +$182K +1,204 New
SAM
3862
Satovsky Asset Management
New York
$204K +$182K +1,199 New
CCMT
3863
CMT Capital Markets Trading
Germany
$204K -$7.7M -50,800 -98%
SLWA
3864
San Luis Wealth Advisors
California
$204K +$182K +1,202 New
FAM
3865
Flaharty Asset Management
Florida
$204K +$16.5K +109 +10%
VR
3866
Valued Retirements
Texas
$203K +$181K +1,196 New
JA
3867
JVL Associates
Michigan
$203K +$181K +1,196 New
HA
3868
Hanover Advisors
South Carolina
$203K +$181K +1,192 New
SW
3869
SMART Wealth
Nebraska
$203K +$180K +1,191 New
CAM
3870
Creekmur Asset Management
Illinois
$202K +$180K +1,188 New
AW
3871
Avion Wealth
Texas
$202K -$243K -1,602 -57%
PC
3872
Prairiewood Capital
North Dakota
$202K +$180K +1,187 New
SPA
3873
Sentinel Pension Advisors
Massachusetts
$201K +$179K +1,183 New
SWA
3874
Strata Wealth Advisors
Texas
$200K +$179K +1,179 New
AIM
3875
Aigen Investment Management
New York
$200K -$1.64M -10,809 -90%
153 154
155
156 157