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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KLI
3926
Kelman-Lazarov Inc
Tennessee
$226K +$203K +1,127 New
SHIM
3927
Stone House Investment Management
Pennsylvania
$226K +$175K +971 +622%
RPA
3928
Rock Point Advisors
Vermont
$225K +$203K +1,124 New
AFS
3929
AFG Fiduciary Services
Massachusetts
$225K -$9.38K -52 -4%
MFG
3930
Mendota Financial Group
Wisconsin
$224K -$79.8K -442 -28%
SCM
3931
Stonehearth Capital Management
Massachusetts
$223K +$201K +1,114 New
TCFP
3932
Treasure Coast Financial Planning
Florida
$223K +$201K +1,114 New
RDIA
3933
RE Dickinson Investment Advisors
Iowa
$223K – – –
FPF
3934
First Pacific Financial
Washington
$223K -$169K -938 -46%
FWA
3935
FOCUS Wealth Advisors
Texas
$223K +$200K +1,111 New
FWM
3936
FMFE Wealth Management
New York
$222K +$200K +1,110 New
PP
3937
PFS Partners
New Jersey
$221K +$361 +2 +0.2%
FWM
3938
Foguth Wealth Management
Michigan
$220K +$198K +1,099 New
SIA
3939
Spectrum Investment Advisors
Wisconsin
$220K +$198K +1,097 New
SFS
3940
Sharp Financial Services
Pennsylvania
$219K +$197K +1,094 New
MPW
3941
MA Private Wealth
California
$219K +$197K +1,093 New
CP
3942
Coho Partners
Pennsylvania
$218K +$196K +1,088 New
BFAG
3943
Blackston Financial Advisory Group
Florida
$218K -$230K -1,272 -54%
ORI
3944
Oak Ridge Investments
Illinois
$218K -$86.4K -479 -31%
RIG
3945
Renaissance Investment Group
Massachusetts
$217K -$48.7K -270 -20%
FNWA
3946
Financial Network Wealth Advisors
Utah
$217K +$196K +1,084 New
SWA
3947
Strata Wealth Advisors
Texas
$217K -$17.3K -96 -8%
EW
3948
Enzi Wealth
Texas
$216K +$213K +1,183 New
BAMG
3949
Brand Asset Management Group
Missouri
$216K +$195K +1,080 New
CC
3950
Capstone Capital
Nevada
$216K +$195K +1,080 New
156 157
158
159 160