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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IDA
3876
Intelligence Driven Advisers
California
$592K -$8.42K -33 -2%
VSQM
3877
V-Square Quantitative Management
Illinois
$590K +$263K +1,031 +103%
CFO
3878
Capitol Family Office
Oregon
$589K -$19.1K -75 -4%
KC
3879
Kinloch Capital
Virginia
$589K +$6.63K +26 +1%
PWA
3880
Peterson Wealth Advisors
Utah
$589K +$766 +3 +0.1%
BWCS
3881
Beirne Wealth Consulting Services
Connecticut
$588K – – –
EWA
3882
Encompass Wealth Advisors
Oregon
$588K +$3.06K +12 +0.6%
PFA
3883
Presper Financial Architects
Ohio
$586K +$516K +2,021 New
WWP
3884
Waypoint Wealth Partners
California
$586K +$516K +2,021 New
CM
3885
Columbus Macro
Pennsylvania
$586K -$8.93K -35 -2%
SFP
3886
Sterling Financial Planning
New Jersey
$585K -$30.9K -121 -6%
KAM
3887
Karani Asset Management
New York
$584K -$102K -400 -17%
JSA
3888
Jacobson & Schmitt Advisors
Wisconsin
$584K +$514K +2,015 New
CWMP
3889
Clarion Wealth Managment Partners
Virginia
$583K +$513K +2,012 New
CFS
3890
CGC Financial Services
Oregon
$583K – – –
TWP
3891
Tower Wealth Partners
Pennsylvania
$582K -$6.38K -25 -1%
ACM
3892
Ascent Capital Management
Oregon
$582K +$11.5K +45 +2%
GWA
3893
Gratus Wealth Advisors
Virginia
$582K +$35.2K +138 +7%
FWMM
3894
Foundation Wealth Management (Missouri)
Missouri
$580K – – –
CWA
3895
Centennial Wealth Advisory
Michigan
$580K -$16.3K -64 -3%
CFGSD
3896
Compass Financial Group (South Dakota)
South Dakota
$580K +$1.28K +5 +0.3%
BI
3897
Bramshill Investments
Florida
$580K -$128K -500 -20%
CI
3898
Corient IA
Florida
$580K – – –
SCM
3899
Shapiro Capital Management
Georgia
$580K – – –
BCM
3900
Brooktree Capital Management
Michigan
$580K +$510K +2,000 New
154 155
156
157 158