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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FPF
4001
First Pacific Financial
Washington
$211K -$14.1K -72 -6%
PSP
4002
Pacific Sage Partners
Washington
$211K +$204K +1,041 New
CIM
4003
Confluence Investment Management
Missouri
$210K +$204K +1,041 New
PGF
4004
Plan Group Financial
Oklahoma
$210K +$203K +1,037 New
LFP
4005
Leeward Financial Partners
Washington
$210K -$23.3K -119 -10%
BBW
4006
Blue Barn Wealth
Utah
$210K +$203K +1,036 New
WWM
4007
Wiser Wealth Management
Georgia
$209K +$202K +1,033 New
SF
4008
SWP Financial
California
$208K -$2.35K -12 -1%
AWM
4009
AAF Wealth Management
Massachusetts
$208K -$21.3K -109 -10%
AWM
4010
Able Wealth Management
New Jersey
$208K -$107K -547 -35%
PP
4011
PFS Partners
New Jersey
$207K -$15.2K -78 -7%
KLI
4012
Kelman-Lazarov Inc
Tennessee
$207K -$20.1K -103 -9%
ACM
4013
Alamar Capital Management
California
$206K +$199K +1,020 New
PWM
4014
Penobscot Wealth Management
Maine
$206K -$13.1K -67 -6%
OBWP
4015
O'Brien Wealth Partners
Massachusetts
$206K -$4.3K -22 -2%
DP
4016
DDD Partners
Washington
$206K -$4.5K -23 -2%
CC
4017
Cadinha & Co
Hawaii
$205K +$198K +1,015 New
LW
4018
Libra Wealth
California
$205K +$198K +1,012 New
RRCM
4019
Rappaport Reiches Capital Management
Illinois
$205K -$8.02K -41 -4%
MA
4020
MAS Advisors
Florida
$205K – – –
SFO
4021
Standard Family Office
South Dakota
$204K – – –
CCAL
4022
City Center Advisors LLC
Michigan
$204K – – –
PA
4023
Planning Alternatives
Michigan
$204K +$197K +1,009 New
RWA
4024
Rooted Wealth Advisors
Illinois
$204K -$40.7K -208 -18%
FIM
4025
Fernwood Investment Management
Massachusetts
$204K -$2.74K -14 -1%
159 160
161
162 163