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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
4351
McClarren Financial Advisors
Pennsylvania
$266K +$17.6K +69 +6%
BA
4352
Bellwether Advisors
Nebraska
$266K -$10.2K -40 -4%
TWP
4353
TFO Wealth Partners
Ohio
$265K +$275K +1,080 New
FIC
4354
Family Investment Center
Missouri
$265K -$308K -1,208 -53%
VW
4355
Veridan Wealth
Oregon
$264K +$3.31K +13 +1%
TCM
4356
Tradewinds Capital Management
Washington
$264K – – –
KLI
4357
Kelman-Lazarov Inc
Tennessee
$264K +$14.5K +57 +6%
CWMGP
4358
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$264K +$765 +3 +0.3%
CC
4359
Capstone Capital
Nevada
$263K -$31.9K -125 -10%
AIP
4360
Arrowpoint Investment Partners
Singapore
$263K +$274K +1,073 New
NOI
4361
Newton One Investments
Delaware
$262K +$1.27K +5 +0.5%
EP
4362
EPIQ Partners
Minnesota
$262K – – –
OCFG
4363
O'Connor Financial Group
Illinois
$262K +$1.27K +5 +0.5%
RIM
4364
Reliant Investment Management
Tennessee
$262K +$40K +157 +17%
AWM
4365
AAF Wealth Management
Massachusetts
$262K -$9.43K -37 -3%
BBNB
4366
Baker Boyer National Bank
Washington
$261K -$3.31K -13 -1%
TPCM
4367
Templeton & Phillips Capital Management
Tennessee
$261K – – –
NERM
4368
New England Research & Management
Illinois
$261K – – –
PA
4369
Parkside Advisors
California
$261K – – –
4WM
4370
4J Wealth Management
Virginia
$261K +$34.4K +135 +15%
LPP
4371
Life Planning Partners
Florida
$261K – – –
AFS
4372
AFG Fiduciary Services
Massachusetts
$260K -$5.1K -20 -2%
LL
4373
LPWM LLC
Minnesota
$260K -$12.7K -50 -5%
LSC
4374
Lesa Sroufe & Co
Washington
$260K +$270K +1,061 New
TFP
4375
Traction Financial Partners
Wyoming
$259K -$206K -809 -43%
173 174
175
176 177