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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
4076
MN Wealth Advisors
Kansas
$711K -$3.85M -12,393 -85%
SP
4077
Saranac Partners
$711K +$674K +2,171 New
PAW
4078
Plan A Wealth
Nebraska
$709K -$105K -339 -14%
TP
4079
Thayer Partners
Pennsylvania
$705K +$49.4K +159 +8%
MBI
4080
May Barnhard Investments
Maryland
$704K +$43.2K +139 +7%
T
4081
Tableaux
Massachusetts
$703K -$2.17K -7 -0.3%
SBWIC
4082
Schaper Benz & Wise Investment Counsel
Wisconsin
$701K -$9.94K -32 -1%
4WM
4083
49 Wealth Management
Texas
$699K -$810K -2,609 -55%
A
4084
Alongside
Texas
$699K +$663K +2,135 New
AWA
4085
Argos Wealth Advisors
California
$699K +$105K +338 +19%
EMAM
4086
Encompass More Asset Management
California
$699K +$14.9K +48 +2%
BCM
4087
Boreal Capital Management
Florida
$697K -$80.4K -259 -11%
SWM
4088
Selective Wealth Management
Virginia
$695K +$77.9K +251 +14%
FPW
4089
Flywheel Private Wealth
California
$694K -$4.04K -13 -0.6%
HWP
4090
Hibernia Wealth Partners
Louisiana
$693K -$617K -1,988 -48%
PFG
4091
Putney Financial Group
California
$692K -$199K -642 -23%
BW
4092
Basepoint Wealth
Iowa
$692K -$80.7K -260 -11%
NC
4093
NovaPoint Capital
Georgia
$691K +$656K +2,111 New
PWA
4094
Peterson Wealth Advisors
Utah
$691K +$5.59K +18 +0.9%
FA
4095
FDx Advisors
Illinois
$686K -$102K -329 -14%
SFPG
4096
Stonebridge Financial Planning Group
Florida
$686K -$15.5K -50 -2%
KWA
4097
Kondo Wealth Advisors
California
$685K +$8.7K +28 +1%
MSWM
4098
Master's Wealth Management
Pennsylvania
$684K +$38.2K +123 +6%
CWA
4099
Centennial Wealth Advisory
Michigan
$682K -$7.76K -25 -1%
GSCM
4100
Greenfield Seitz Capital Management
Texas
$681K – – –
162 163
164
165 166