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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
3876
Capitol Family Office
Oregon
$589K -$19.1K -75 -4%
KC
3877
Kinloch Capital
Virginia
$589K +$6.63K +26 +1%
PWA
3878
Peterson Wealth Advisors
Utah
$589K +$766 +3 +0.1%
BWCS
3879
Beirne Wealth Consulting Services
Connecticut
$588K – – –
EWA
3880
Encompass Wealth Advisors
Oregon
$588K +$3.06K +12 +0.6%
PFA
3881
Presper Financial Architects
Ohio
$586K +$516K +2,021 New
WWP
3882
Waypoint Wealth Partners
California
$586K +$516K +2,021 New
CM
3883
Columbus Macro
Pennsylvania
$586K -$8.93K -35 -2%
SFP
3884
Sterling Financial Planning
New Jersey
$585K -$30.9K -121 -6%
KAM
3885
Karani Asset Management
New York
$584K -$102K -400 -17%
JSA
3886
Jacobson & Schmitt Advisors
Wisconsin
$584K +$514K +2,015 New
CWMP
3887
Clarion Wealth Managment Partners
Virginia
$583K +$513K +2,012 New
CFS
3888
CGC Financial Services
Oregon
$583K – – –
TWP
3889
Tower Wealth Partners
Pennsylvania
$582K -$6.38K -25 -1%
ACM
3890
Ascent Capital Management
Oregon
$582K +$11.5K +45 +2%
GWA
3891
Gratus Wealth Advisors
Virginia
$582K +$35.2K +138 +7%
FWMM
3892
Foundation Wealth Management (Missouri)
Missouri
$580K – – –
CWA
3893
Centennial Wealth Advisory
Michigan
$580K -$16.3K -64 -3%
CFGSD
3894
Compass Financial Group (South Dakota)
South Dakota
$580K +$1.28K +5 +0.3%
BI
3895
Bramshill Investments
Florida
$580K -$128K -500 -20%
CI
3896
Corient IA
Florida
$580K – – –
SCM
3897
Shapiro Capital Management
Georgia
$580K – – –
BCM
3898
Brooktree Capital Management
Michigan
$580K +$510K +2,000 New
SHWM
3899
Smith & Howard Wealth Management
Georgia
$579K – – –
KFS
3900
Kurt F. Somerville
$578K – – –
154 155
156
157 158