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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
3976
Hilltop Wealth Advisors
North Carolina
$210K +$189K +1,048 New
2L
3977
25 LLC
Missouri
$210K +$189K +1,047 New
NOI
3978
Newton One Investments
Delaware
$210K +$1.08K +6 +0.6%
OCFG
3979
O'Connor Financial Group
Illinois
$209K +$188K +1,042 New
SF
3980
SWP Financial
California
$209K +$188K +1,042 New
DP
3981
DDD Partners
Washington
$208K +$188K +1,040 New
OBWP
3982
O'Brien Wealth Partners
Massachusetts
$208K -$22.9K -127 -11%
DCM
3983
DGS Capital Management
New Jersey
$208K +$187K +1,038 New
PAG
3984
Private Advisory Group
Washington
$208K +$187K +1,038 New
RWG
3985
Ratio Wealth Group
Colorado
$205K +$185K +1,025 New
FIM
3986
Fernwood Investment Management
Massachusetts
$205K +$184K +1,021 New
CCAL
3987
City Center Advisors LLC
Michigan
$204K +$184K +1,019 New
IWP
3988
IAG Wealth Partners
Wisconsin
$203K -$2.71K -15 -1%
CAM
3989
Clark Asset Management
New Hampshire
$203K +$183K +1,013 New
MA
3990
MAS Advisors
Florida
$203K +$182K +1,011 New
SFO
3991
Standard Family Office
South Dakota
$203K +$182K +1,011 New
PTCG
3992
Pring Turner Capital Group
California
$202K +$182K +1,008 New
LC
3993
Lavaca Capital
Texas
$202K +$182K +1,007 New
LFA
3994
Legend Financial Advisors
Pennsylvania
$202K +$3.25K +18 +2%
PP
3995
PrairieView Partners
Minnesota
$201K – – –
TWM
3996
Triton Wealth Management
Arizona
$200K +$189K +1,047 New
BAM
3997
BOCHK Asset Management
Hong Kong
$200K – – –
BT
3998
Brandywine Trust
Delaware
$200K +$180K +1,000 New
SWM
3999
StoneCrest Wealth Management
Arizona
$200K +$180K +1,000 New
GBA
4000
Garrison Bradford & Associates
New York
$200K +$180K +1,000 New
158 159
160
161 162