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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BMCM
3951
Burns Matteson Capital Management
New York
$216K +$195K +1,078 New
LPP
3952
Life Planning Partners
Florida
$216K +$1.8K +10 +0.9%
PWM
3953
Penobscot Wealth Management
Maine
$215K +$193K +1,072 New
AC
3954
Annandale Capital
Texas
$215K +$194K +1,075 New
TCM
3955
Tradewinds Capital Management
Washington
$214K -$541 -3 -0.3%
EP
3956
EPIQ Partners
Minnesota
$214K +$193K +1,068 New
GA
3957
Greenspring Advisors
Maryland
$213K +$192K +1,065 New
TPCM
3958
Templeton & Phillips Capital Management
Tennessee
$213K +$192K +1,065 New
CWMGP
3959
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$213K +$192K +1,065 New
SAM
3960
Satovsky Asset Management
New York
$213K -$7.58K -42 -4%
CPP
3961
Capasso Planning Partners
South Carolina
$213K +$192K +1,064 New
PA
3962
Parkside Advisors
California
$213K +$192K +1,064 New
LSC
3963
Lesa Sroufe & Co
Washington
$213K +$191K +1,061 New
IWP
3964
Innova Wealth Partners
Pennsylvania
$212K +$191K +1,060 New
CWA
3965
Capital Wealth Alliance
Arizona
$212K +$191K +1,059 New
MFA
3966
McClarren Financial Advisors
Pennsylvania
$212K +$722 +4 +0.4%
OR
3967
Olympiad Research
Connecticut
$212K +$191K +1,057 New
OWM
3968
Orgel Wealth Management
Wisconsin
$211K -$102K -564 -35%
CFM
3969
Comprehensive Financial Management
California
$211K +$190K +1,053 New
RRCM
3970
Rappaport Reiches Capital Management
Illinois
$211K +$190K +1,053 New
EE
3971
EWG Elevate
California
$211K +$190K +1,051 New
IW
3972
Instrumental Wealth
Florida
$210K +$190K +1,054 New
HWA
3973
Hilltop Wealth Advisors
North Carolina
$210K +$189K +1,048 New
2L
3974
25 LLC
Missouri
$210K +$189K +1,047 New
NOI
3975
Newton One Investments
Delaware
$210K +$1.08K +6 +0.6%
157 158
159
160 161