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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
YCG
4176
Yeomans Consulting Group
Georgia
$435K -$7.73K -26 -2%
KWA
4177
Kondo Wealth Advisors
California
$434K +$9.52K +32 +2%
AWM
4178
Avondale Wealth Management
Texas
$434K – – –
EW
4179
Entruity Wealth
California
$432K – – –
MAM
4180
Marotta Asset Management
Virginia
$432K – – –
LPP
4181
Life Planning Partners
Florida
$431K +$60.7K +204 +18%
EP
4182
Essential Planning
New Hampshire
$431K +$41K +138 +11%
TWM
4183
Triton Wealth Management
Arizona
$431K +$2.97K +10 +0.7%
EWM
4184
Endowment Wealth Management
Wisconsin
$431K -$39K -131 -9%
PWM
4185
Penobscot Wealth Management
Maine
$430K -$20.8K -70 -5%
OPWM
4186
Oregon Pacific Wealth Management
Oregon
$429K -$2.08K -7 -0.5%
GC
4187
Gibson Capital
Pennsylvania
$429K – – –
FPW
4188
Flagship Private Wealth
Massachusetts
$428K +$107K +361 +36%
AWA
4189
AmeriServ Wealth Advisors
Pennsylvania
$428K -$53.5K -180 -12%
AFS
4190
Axiom Financial Strategies
Indiana
$427K -$54.7K -184 -12%
HA
4191
Hanover Advisors
South Carolina
$427K – – –
SBCM
4192
Silverberg Bernstein Capital Management
New York
$427K – – –
EC
4193
Eaton-Cambridge
Arizona
$426K +$1.49K +5 +0.4%
AFAS
4194
Acorn Financial Advisory Services
Virginia
$426K +$22K +74 +6%
ACP
4195
Arcus Capital Partners
Georgia
$426K +$3.87K +13 +1%
HIM
4196
Harbour Investment Management
Washington
$424K – – –
PFP
4197
Paragon Financial Partners
California
$424K +$297 +1 +0.1%
IWS
4198
Integrity Wealth Solutions
Colorado
$423K +$12.2K +41 +3%
PPWM
4199
PFG Private Wealth Management
Florida
$423K +$399K +1,340 New
VFS
4200
Valpey Financial Services
New Hampshire
$423K -$83.6K -281 -17%
166 167
168
169 170