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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
4026
Kaizen Financial Strategies
California
$745K -$41.6K -134 -6%
LBC
4027
Leigh Baldwin & Co
New York
$744K +$4.66K +15 +0.7%
WWA
4028
Wisconsin Wealth Advisors
Wisconsin
$744K -$34.8K -112 -5%
PCMNC
4029
Piedmont Capital Management (North Carolina)
North Carolina
$742K -$45.7K -147 -6%
EP
4030
Ehrenkranz Partners
New York
$742K – – –
DP
4031
Denver PWM
Colorado
$742K +$38.8K +125 +7%
BWCS
4032
Beirne Wealth Consulting Services
Connecticut
$737K -$41.6K -134 -6%
S
4033
Sachetta
Massachusetts
$737K +$14.9K +48 +2%
OCG
4034
Opus Capital Group
Ohio
$736K -$15.8K -51 -2%
WP
4035
Waycross Partners
Kentucky
$736K – – –
JCM
4036
J2 Capital Management
Michigan
$735K +$280K +902 +67%
CIAS
4037
CBIZ Investment Advisory Services
Ohio
$735K – – –
BIA
4038
Bell Investment Advisors
California
$735K +$932 +3 +0.1%
BBWP
4039
Beacon Bridge Wealth Partners
Pennsylvania
$734K +$91K +293 +15%
LWA
4040
LifeGoal Wealth Advisors
New York
$734K +$119K +383 +21%
MCM
4041
M1 Capital Management
Michigan
$734K -$1.86K -6 -0.3%
SHF
4042
Safe Harbor Fiduciary
Florida
$734K +$1.24K +4 +0.2%
DWML
4043
Decker Wealth Management LLC
Tennessee
$734K – – –
FCM
4044
Fourpath Capital Management
Oklahoma
$733K -$1.55K -5 -0.2%
PGWM
4045
Pitti Group Wealth Management
New York
$733K +$621 +2 +0.1%
RFA
4046
RTD Financial Advisors
Pennsylvania
$733K +$696K +2,240 New
DWM
4047
Darwin Wealth Management
Florida
$732K +$16.1K +52 +2%
OIS
4048
OneAscent Investment Solutions
Alabama
$730K -$24.2K -78 -3%
VFP
4049
Vilga Financial Planning
New Jersey
$730K +$14.9K +48 +2%
OA
4050
Oxbow Advisors
Texas
$729K +$380K +1,224 +122%
160 161
162
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