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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
3951
Enzi Wealth
Texas
$216K +$213K +1,183 New
BAMG
3952
Brand Asset Management Group
Missouri
$216K +$195K +1,080 New
CC
3953
Capstone Capital
Nevada
$216K +$195K +1,080 New
BMCM
3954
Burns Matteson Capital Management
New York
$216K +$195K +1,078 New
LPP
3955
Life Planning Partners
Florida
$216K +$1.8K +10 +0.9%
PWM
3956
Penobscot Wealth Management
Maine
$215K +$193K +1,072 New
AC
3957
Annandale Capital
Texas
$215K +$194K +1,075 New
TCM
3958
Tradewinds Capital Management
Washington
$214K -$541 -3 -0.3%
EP
3959
EPIQ Partners
Minnesota
$214K +$193K +1,068 New
GA
3960
Greenspring Advisors
Maryland
$213K +$192K +1,065 New
TPCM
3961
Templeton & Phillips Capital Management
Tennessee
$213K +$192K +1,065 New
CWMGP
3962
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$213K +$192K +1,065 New
SAM
3963
Satovsky Asset Management
New York
$213K -$7.58K -42 -4%
CPP
3964
Capasso Planning Partners
South Carolina
$213K +$192K +1,064 New
PA
3965
Parkside Advisors
California
$213K +$192K +1,064 New
LSC
3966
Lesa Sroufe & Co
Washington
$213K +$191K +1,061 New
IWP
3967
Innova Wealth Partners
Pennsylvania
$212K +$191K +1,060 New
CWA
3968
Capital Wealth Alliance
Arizona
$212K +$191K +1,059 New
MFA
3969
McClarren Financial Advisors
Pennsylvania
$212K +$722 +4 +0.4%
OR
3970
Olympiad Research
Connecticut
$212K +$191K +1,057 New
OWM
3971
Orgel Wealth Management
Wisconsin
$211K -$102K -564 -35%
CFM
3972
Comprehensive Financial Management
California
$211K +$190K +1,053 New
RRCM
3973
Rappaport Reiches Capital Management
Illinois
$211K +$190K +1,053 New
EE
3974
EWG Elevate
California
$211K +$190K +1,051 New
IW
3975
Instrumental Wealth
Florida
$210K +$190K +1,054 New
157 158
159
160 161