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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
4101
Kelly Financial Services
Massachusetts
$662K -$31.3K -101 -5%
WI
4102
Wedgewood Investors
Pennsylvania
$660K -$47.4K -153 -7%
CFGSD
4103
Compass Financial Group (South Dakota)
South Dakota
$660K +$13.6K +44 +2%
RWC
4104
Rare Wolf Capital
Washington
$660K +$634K +2,048 New
AWAU
4105
Alliance Wealth Advisors (Utah)
Utah
$658K +$13.9K +45 +2%
TBWA
4106
Three Bridge Wealth Advisors
California
$657K – – –
TF
4107
Tenzing Financial
Virginia
$656K +$630K +2,035 New
BMCM
4108
Burns Matteson Capital Management
New York
$656K -$8.05K -26 -1%
SA
4109
Stewardship Advisors
Pennsylvania
$655K +$44.6K +144 +8%
KNFPWM
4110
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$653K +$3.41K +11 +0.5%
MWA
4111
MN Wealth Advisors
Kansas
$653K +$22.6K +73 +4%
CL
4112
CVFG LLC
Indiana
$653K +$39.6K +128 +7%
AC
4113
AWM Capital
Arizona
$650K +$13K +42 +2%
RWMG
4114
Redwood Wealth Management Group
New Jersey
$650K -$8.05K -26 -1%
KAM
4115
Karani Asset Management
New York
$650K – – –
PCM
4116
Pennsylvania Capital Management
Pennsylvania
$649K +$45.8K +148 +8%
MBI
4117
May Barnhard Investments
Maryland
$648K -$18K -58 -3%
WFS
4118
Widmann Financial Services
Maryland
$648K – – –
BWA
4119
Bestgate Wealth Advisors
Maryland
$648K -$12.4K -40 -2%
EMAM
4120
Encompass More Asset Management
California
$648K -$65.9K -213 -10%
KFA
4121
Krane Funds Advisors
New York
$647K -$40.9K -132 -6%
SWIM
4122
Smallwood Wealth Investment Management
New Jersey
$647K +$4.33K +14 +0.7%
SCM
4123
Saber Capital Management
North Carolina
$646K +$621K +2,006 New
EIP
4124
Essential Investment Partners
Colorado
$646K +$621K +2,005 New
BCM
4125
Brooktree Capital Management
Michigan
$644K – – –
163 164
165
166 167