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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
4026
Lavaca Capital
Texas
$204K – – –
GAM
4027
GEM Asset Management
Michigan
$203K +$197K +1,006 New
TI
4028
Truepoint Inc
Ohio
$203K -$56.3K -288 -22%
BAM
4029
BOCHK Asset Management
Hong Kong
$202K – – –
BT
4030
Brandywine Trust
Delaware
$202K – – –
SWM
4031
StoneCrest Wealth Management
Arizona
$202K – – –
SC
4032
Shay Capital
New York
$202K +$196K +1,000 New
GBA
4033
Garrison Bradford & Associates
New York
$202K – – –
PP
4034
PrairieView Partners
Minnesota
$202K – – –
SCM
4035
Stonebridge Capital Management
California
$202K – – –
ES
4036
ETF Store
Kansas
$202K -$91.1K -466 -32%
CWP
4037
Corepath Wealth Partners
Arizona
$201K +$192K +982 New
PFA
4038
Petra Financial Advisors
Colorado
$201K +$195K +995 New
VI
4039
VanderPol Investments
Michigan
$201K +$194K +994 New
JWM
4040
Jackson Wealth Management
Florida
$201K +$195K +996 New
CSIA
4041
Conrad Siegel Investment Advisors
Pennsylvania
$200K +$194K +990 New
WCF
4042
West Coast Financial
California
$200K +$193K +989 New
LFA
4043
Legend Financial Advisors
Pennsylvania
$199K -$4.5K -23 -2%
W
4044
WealthCollab
Washington
$196K – – –
MFG
4045
Mendota Financial Group
Wisconsin
$192K -$32.6K -167 -15%
TCCM
4046
Timber Creek Capital Management
Massachusetts
$192K – – –
PCWA
4047
Pacific Capital Wealth Advisors
California
$191K +$117K +599 +173%
MMC
4048
Mizuho Markets Cayman
Cayman Islands
$191K -$103K -526 -36%
HFS
4049
HBC Financial Services
Washington
$190K – – –
MB
4050
Mizuho Bank
Japan
$186K +$180K +920 New
160 161
162
163 164