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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
4176
Machina Capital
France
$439K +$414K +1,393 New
GCM
4177
G2 Capital Management
Ohio
$435K +$40.4K +136 +11%
YCG
4178
Yeomans Consulting Group
Georgia
$435K -$7.73K -26 -2%
KWA
4179
Kondo Wealth Advisors
California
$434K +$9.52K +32 +2%
AWM
4180
Avondale Wealth Management
Texas
$434K – – –
EW
4181
Entruity Wealth
California
$432K – – –
MAM
4182
Marotta Asset Management
Virginia
$432K – – –
LPP
4183
Life Planning Partners
Florida
$431K +$60.7K +204 +18%
EP
4184
Essential Planning
New Hampshire
$431K +$41K +138 +11%
TWM
4185
Triton Wealth Management
Arizona
$431K +$2.97K +10 +0.7%
EWM
4186
Endowment Wealth Management
Wisconsin
$431K -$39K -131 -9%
PWM
4187
Penobscot Wealth Management
Maine
$430K -$20.8K -70 -5%
OPWM
4188
Oregon Pacific Wealth Management
Oregon
$429K -$2.08K -7 -0.5%
GC
4189
Gibson Capital
Pennsylvania
$429K – – –
FPW
4190
Flagship Private Wealth
Massachusetts
$428K +$107K +361 +36%
AWA
4191
AmeriServ Wealth Advisors
Pennsylvania
$428K -$53.5K -180 -12%
AFS
4192
Axiom Financial Strategies
Indiana
$427K -$54.7K -184 -12%
HA
4193
Hanover Advisors
South Carolina
$427K – – –
SBCM
4194
Silverberg Bernstein Capital Management
New York
$427K – – –
EC
4195
Eaton-Cambridge
Arizona
$426K +$1.49K +5 +0.4%
AFAS
4196
Acorn Financial Advisory Services
Virginia
$426K +$22K +74 +6%
ACP
4197
Arcus Capital Partners
Georgia
$426K +$3.87K +13 +1%
HIM
4198
Harbour Investment Management
Washington
$424K – – –
PFP
4199
Paragon Financial Partners
California
$424K +$297 +1 +0.1%
IWS
4200
Integrity Wealth Solutions
Colorado
$423K +$12.2K +41 +3%
166 167
168
169 170