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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LL
4376
LPWM LLC
Minnesota
$260K -$12.7K -50 -5%
LSC
4377
Lesa Sroufe & Co
Washington
$260K +$270K +1,061 New
TFP
4378
Traction Financial Partners
Wyoming
$259K -$206K -809 -43%
HWP
4379
Hibernia Wealth Partners
Louisiana
$259K -$642K -2,518 -70%
CFM
4380
Comprehensive Financial Management
California
$258K – – –
ZAM
4381
Zevin Asset Management
Massachusetts
$258K -$118K -462 -31%
LKIM
4382
Lawson Kroeker Investment Management
Nebraska
$256K – – –
RWM
4383
Raffa Wealth Management
District of Columbia
$255K -$17.6K -69 -6%
PFA
4384
Petra Financial Advisors
Colorado
$255K -$15K -59 -5%
LAMC
4385
Longview Asset Management (California)
California
$255K -$12.7K -50 -5%
BAS
4386
Brueske Advisory Services
Washington
$255K -$765 -3 -0.3%
IAA
4387
Ironsides Asset Advisors
North Carolina
$253K – – –
AC
4388
Annandale Capital
Texas
$252K -$12.5K -49 -5%
JWM
4389
Jackson Wealth Management
Florida
$252K +$11K +43 +4%
FP
4390
FFG Partners
Florida
$252K +$262K +1,026 New
AV
4391
Aspiring Ventures
Ohio
$251K -$40.5K -159 -14%
PSP
4392
Pacific Sage Partners
Washington
$250K -$5.61K -22 -2%
LAM
4393
Lifestyle Asset Management
Texas
$249K -$16.8K -66 -6%
DKCM
4394
Davidson Kahn Capital Management
California
$249K +$44.6K +175 +21%
KA
4395
Kure Advisory
Minnesota
$249K +$259K +1,015 New
MA
4396
MAS Advisors
Florida
$248K +$255 +1 +0.1%
FGG
4397
Financial Guidance Group
Florida
$248K +$29.8K +117 +13%
WFA
4398
Wade Financial Advisory
California
$248K -$8.67K -34 -3%
PS
4399
Pinney & Scofield
Massachusetts
$248K +$51K +200 +25%
SF
4400
SWP Financial
California
$247K -$13.3K -52 -5%
174 175
176
177 178