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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
3976
Prairie Wealth Advisors
Nebraska
$217K -$178K -913 -46%
SWP
3977
ShoreHaven Wealth Partners
New Jersey
$217K +$210K +1,073 New
AC
3978
Annandale Capital
Texas
$217K – – –
IWP
3979
IAG Wealth Partners
Wisconsin
$216K +$10.8K +55 +5%
TCM
3980
Tradewinds Capital Management
Washington
$216K – – –
OR
3981
Olympiad Research
Connecticut
$216K +$2.35K +12 +1%
WFP
3982
Wrenne Financial Planning
Kentucky
$216K +$209K +1,069 New
EP
3983
EPIQ Partners
Minnesota
$216K – – –
CWMGP
3984
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$216K +$587 +3 +0.3%
TLFA
3985
True Link Financial Advisors
California
$216K +$209K +1,067 New
GA
3986
Greenspring Advisors
Maryland
$215K – – –
TPCM
3987
Templeton & Phillips Capital Management
Tennessee
$215K – – –
PA
3988
Parkside Advisors
California
$215K – – –
LSC
3989
Lesa Sroufe & Co
Washington
$215K – – –
NERM
3990
New England Research & Management
Illinois
$215K +$208K +1,065 New
RIG
3991
Renaissance Investment Group
Massachusetts
$215K -$9.78K -50 -5%
CFP
3992
Cypress Financial Planning
New Jersey
$215K +$208K +1,062 New
NWWA
3993
New Wave Wealth Advisors
Arkansas
$214K +$207K +1,059 New
NOI
3994
Newton One Investments
Delaware
$213K +$1.17K +6 +0.6%
CFM
3995
Comprehensive Financial Management
California
$213K – – –
OCFG
3996
O'Connor Financial Group
Illinois
$213K +$2.15K +11 +1%
WAM
3997
WFA Asset Management
Wisconsin
$213K -$31.9K -163 -13%
CCM
3998
Carlson Capital Management
Minnesota
$211K +$204K +1,046 New
2L
3999
25 LLC
Missouri
$211K -$587 -3 -0.3%
WFA
4000
Wade Financial Advisory
California
$211K +$204K +1,044 New
158 159
160
161 162