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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
3951
Coordinated Financial Services
Colorado
$785K -$23.5K -76 -3%
RCM
3952
Rockbridge Capital Management
Virginia
$781K – – –
PCP
3953
Panoramic Capital Partners
Oregon
$781K +$7.43K +24 +1%
PSA
3954
Plum Street Advisors
Louisiana
$780K -$4.95K -16 -0.7%
SAM
3955
Sequent Asset Management
Texas
$780K +$310 +1 +0%
WCM
3956
Wallace Capital Management
Texas
$780K +$34.1K +110 +5%
JE
3957
Jacobs Equity
Utah
$779K +$749K +2,419 New
APWA
3958
Atlas Private Wealth Advisors
New Jersey
$779K -$3.71K -12 -0.5%
BW
3959
Basepoint Wealth
Iowa
$778K -$3.41K -11 -0.5%
CWM
3960
CCG Wealth Management
California
$778K -$40.6K -131 -5%
SL
3961
StoryOne LLC
Kansas
$778K – – –
PFG
3962
Putney Financial Group
California
$777K +$231K +745 +45%
CWA
3963
Centennial Wealth Advisory
Michigan
$777K +$1.24K +4 +0.2%
ST
3964
Sageworth Trust
Pennsylvania
$774K -$4.54M -14,655 -86%
TCM
3965
Tuttle Capital Management
Connecticut
$770K -$62.9K -203 -8%
BDL
3966
Banque de Luxembourg
Luxembourg
$768K +$325K +1,049 +79%
IA
3967
IMZ Advisory
Florida
$768K +$12.7K +41 +2%
BWCS
3968
Beirne Wealth Consulting Services
Connecticut
$768K -$828K -2,674 -53%
PDM
3969
Penn Davis McFarland
Texas
$767K -$61.9K -200 -8%
LCA
3970
Legend Capital Advisors
New York
$765K +$735K +2,374 New
EWM
3971
Elevation Wealth Management
Minnesota
$765K +$735K +2,373 New
GGI
3972
Godsey & Gibb Inc
Virginia
$764K +$15.8K +51 +2%
JC
3973
Jacobs & Co
California
$764K -$15.5K -50 -2%
PWA
3974
Physician Wealth Advisors
Utah
$763K +$22.6K +73 +3%
KC
3975
Knuff & Co
California
$763K – – –
157 158
159
160 161