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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
4276
G2 Capital Management
Ohio
$361K -$9.19K -36 -3%
GFP
4277
Guardian Financial Partners
California
$360K +$20.2K +79 +7%
PIA
4278
Panoramic Investment Advisors
Colorado
$360K – – –
PRRFG
4279
Paul R. Ried Financial Group
Washington
$359K +$7.4K +29 +2%
CWM
4280
CarsonAllaria Wealth Management
Illinois
$359K -$2.81K -11 -0.9%
GFG
4281
Grantvest Financial Group
New Jersey
$359K -$29.1K -114 -8%
WI
4282
Westbourne Investments
Virginia
$358K +$71.5K +280 +29%
EP
4283
Essential Planning
New Hampshire
$356K -$4.59K -18 -1%
PCMK
4284
Paragon Capital Management (Kansas)
Kansas
$355K +$19.1K +75 +7%
FFP
4285
Freedom Financial Partners
Minnesota
$354K +$1.02K +4 +0.3%
LAM
4286
Lountzis Asset Management
Pennsylvania
$353K -$23.5K -92 -7%
MFGP
4287
Marshall Financial Group (Pennsylvania)
Pennsylvania
$352K – – –
HFS
4288
Hoge Financial Services
Pennsylvania
$352K +$57.2K +224 +23%
FCC
4289
Flower City Capital
New York
$351K – – –
WMN
4290
Wealth Management Nebraska
Nebraska
$351K – – –
TC
4291
TradeLink Capital
Illinois
$348K +$306K +1,200 New
ODA
4292
One Degree Advisors
California
$348K +$307K +1,202 New
DCM
4293
DGS Capital Management
New Jersey
$348K +$12.8K +50 +4%
QWM
4294
Quaker Wealth Management
New Jersey
$348K +$306K +1,199 New
W
4295
WPWealth
Texas
$347K -$14.5K -57 -5%
TFG
4296
Tilson Financial Group
New Jersey
$346K +$1.02K +4 +0.3%
FWSM
4297
First Wilshire Securities Management
California
$346K – – –
HFF
4298
Halter Ferguson Financial
Indiana
$346K +$19.1K +75 +7%
WN
4299
Williams & Novak
California
$346K -$25.5K -100 -8%
OBWP
4300
O'Brien Wealth Partners
Massachusetts
$346K +$2.81K +11 +0.9%
170 171
172
173 174