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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
4076
True Wealth Design
Ohio
$648K +$479K +1,577 +252%
SIM
4077
Sterling Investment Management
Arizona
$647K +$243K +800 +57%
AF
4078
ASL Financial
California
$646K +$6.68K +22 +1%
MFS
4079
McNamara Financial Services
Massachusetts
$645K -$6.68K -22 -1%
DWM
4080
Darwin Wealth Management
Florida
$642K +$910 +3 +0.1%
VFP
4081
Vilga Financial Planning
New Jersey
$642K – – –
DWS
4082
Dynamic Wealth Strategies
California
$642K +$198K +654 +43%
OA
4083
Oceanside Advisors
South Carolina
$640K +$27.6K +91 +4%
RWRC
4084
R.W. Roge & Company
New York
$640K -$4.55K -15 -0.7%
SBWIC
4085
Schaper Benz & Wise Investment Counsel
Wisconsin
$640K +$66.2K +218 +11%
RSF
4086
Rik Saylor Financial
Ohio
$636K +$910 +3 +0.1%
RS
4087
R Squared
Hong Kong
$635K +$231K +761 +54%
TF
4088
Tenzing Financial
Virginia
$634K -$4.25K -14 -0.7%
T
4089
Tableaux
Massachusetts
$634K +$385K +1,267 +143%
PDM
4090
Penn Davis McFarland
Texas
$632K -$69.8K -230 -10%
SFPG
4091
Stonebridge Financial Planning Group
Florida
$631K -$30.3K -100 -4%
CCIA
4092
Cherry Creek Investment Advisors
Colorado
$631K +$5.77K +19 +0.9%
WA
4093
Waterford Advisors
New York
$628K – – –
FPW
4094
Flywheel Private Wealth
California
$627K – – –
IWM
4095
Integris Wealth Management
California
$626K -$50.1K -165 -7%
SMBT
4096
Southern Michigan Bank & Trust
Michigan
$625K +$645K +2,126 New
SIP
4097
Stoneridge Investment Partners
Pennsylvania
$622K +$642K +2,114 New
CWA
4098
Centennial Wealth Advisory
Michigan
$621K -$91.3K -301 -12%
KFS
4099
Kelly Financial Services
Massachusetts
$618K +$14.9K +49 +2%
PWA
4100
Peterson Wealth Advisors
Utah
$615K -$13.1K -43 -2%
162 163
164
165 166