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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
4026
SWP Financial
California
$223K +$6.11K +29 +3%
HOWA
4027
Heritage Oak Wealth Advisors
Florida
$223K +$223K +1,059 New
NOI
4028
Newton One Investments
Delaware
$223K +$1.26K +6 +0.6%
WAM
4029
WFA Asset Management
Wisconsin
$223K +$1.05K +5 +0.5%
EAM
4030
Everstar Asset Management
North Carolina
$222K +$222K +1,054 New
CFM
4031
Comprehensive Financial Management
California
$222K – – –
E3F
4032
Eight 31 Financial
Texas
$221K -$16K -76 -7%
WFA
4033
Wade Financial Advisory
California
$220K – – –
PSP
4034
Pacific Sage Partners
Washington
$220K – – –
CA
4035
Claris Advisors
Missouri
$219K +$219K +1,040 New
SFC
4036
Strategic Financial Concepts
Texas
$219K -$145K -690 -40%
LAM
4037
Lifestyle Asset Management
Texas
$219K -$19.2K -91 -8%
BA
4038
Bellwether Advisors
Nebraska
$218K +$218K +1,035 New
RIG
4039
Renaissance Investment Group
Massachusetts
$218K – – –
VPWA
4040
Vestia Personal Wealth Advisors
Indiana
$218K +$218K +1,033 New
IAA
4041
Ironsides Asset Advisors
North Carolina
$217K +$217K +1,031 New
RRCM
4042
Rappaport Reiches Capital Management
Illinois
$217K +$3.58K +17 +2%
VI
4043
VanderPol Investments
Michigan
$217K +$7.16K +34 +3%
KLI
4044
Kelman-Lazarov Inc
Tennessee
$216K – – –
CCM
4045
Carlson Capital Management
Minnesota
$216K -$4.84K -23 -2%
ACM
4046
Alamar Capital Management
California
$215K – – –
TWP
4047
TFO Wealth Partners
Ohio
$215K +$214K +1,018 New
CCAL
4048
City Center Advisors LLC
Michigan
$214K -$1.26K -6 -0.6%
MA
4049
MAS Advisors
Florida
$213K – – –
SFO
4050
Standard Family Office
South Dakota
$213K – – –
160 161
162
163 164