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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
4126
CacheTech Inc
Utah
$663K -$169K -544 -21%
CWA
4127
Cura Wealth Advisors
Illinois
$662K +$4.97K +16 +0.8%
SFC
4128
Sprinkle Financial Consultants
Colorado
$661K +$29.8K +96 +5%
CFP
4129
Comprehensive Financial Planning
Pennsylvania
$660K +$11.5K +37 +2%
OFP
4130
OLIO Financial Planning
Virginia
$659K – – –
WFS
4131
Widmann Financial Services
Maryland
$659K +$932 +3 +0.1%
AA
4132
Addison Advisors
Vermont
$659K -$2.45M -7,901 -80%
HBFP
4133
Henderson Brothers Financial Partners
Pennsylvania
$659K -$607K -1,955 -49%
WW
4134
Westshore Wealth
California
$658K +$8.38K +27 +1%
WCP
4135
Wick Capital Partners
Pennsylvania
$657K +$284K +914 +84%
SO
4136
Sierra Ocean
California
$656K -$3.73K -12 -0.6%
TWD
4137
True Wealth Design
Ohio
$656K -$61.5K -198 -9%
ATFA
4138
All Terrain Financial Advisors
Minnesota
$656K +$311 +1 +0%
WA
4139
Walsh & Associates
Florida
$655K +$35.4K +114 +6%
BOA
4140
Birnam Oak Advisors
New York
$655K – – –
BCM
4141
Brooktree Capital Management
Michigan
$655K – – –
TCM
4142
Thoma Capital Management
Maryland
$654K +$48.1K +155 +8%
LCC
4143
Lincoln Capital Corp
Rhode Island
$652K +$20.5K +66 +3%
FI
4144
FWG Investments
Kentucky
$650K +$167K +538 +37%
KNFPWM
4145
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$649K +$311 +1 +0.1%
1L
4146
10Elms LLP
Oklahoma
$647K +$34.8K +112 +6%
RHJA
4147
Rice Hall James & Associates
California
$645K – – –
KA
4148
Kearns & Associates
California
$644K – – –
RAM
4149
Riggs Asset Management
Pennsylvania
$644K +$91K +293 +18%
MAMG
4150
Milestone Asset Management Group
Connecticut
$643K – – –
164 165
166
167 168