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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
4376
Hibernia Wealth Partners
Louisiana
$259K -$642K -2,518 -70%
CFM
4377
Comprehensive Financial Management
California
$258K – – –
ZAM
4378
Zevin Asset Management
Massachusetts
$258K -$118K -462 -31%
LKIM
4379
Lawson Kroeker Investment Management
Nebraska
$256K – – –
RWM
4380
Raffa Wealth Management
District of Columbia
$255K -$17.6K -69 -6%
PFA
4381
Petra Financial Advisors
Colorado
$255K -$15K -59 -5%
LAMC
4382
Longview Asset Management (California)
California
$255K -$12.7K -50 -5%
BAS
4383
Brueske Advisory Services
Washington
$255K -$765 -3 -0.3%
IAA
4384
Ironsides Asset Advisors
North Carolina
$253K – – –
AC
4385
Annandale Capital
Texas
$252K -$12.5K -49 -5%
JWM
4386
Jackson Wealth Management
Florida
$252K +$11K +43 +4%
FP
4387
FFG Partners
Florida
$252K +$262K +1,026 New
AV
4388
Aspiring Ventures
Ohio
$251K -$40.5K -159 -14%
PSP
4389
Pacific Sage Partners
Washington
$250K -$5.61K -22 -2%
LAM
4390
Lifestyle Asset Management
Texas
$249K -$16.8K -66 -6%
DKCM
4391
Davidson Kahn Capital Management
California
$249K +$44.6K +175 +21%
KA
4392
Kure Advisory
Minnesota
$249K +$259K +1,015 New
MA
4393
MAS Advisors
Florida
$248K +$255 +1 +0.1%
FGG
4394
Financial Guidance Group
Florida
$248K +$29.8K +117 +13%
WFA
4395
Wade Financial Advisory
California
$248K -$8.67K -34 -3%
PS
4396
Pinney & Scofield
Massachusetts
$248K +$51K +200 +25%
SF
4397
SWP Financial
California
$247K -$13.3K -52 -5%
CWM
4398
Concentrum Wealth Management
California
$247K +$17.1K +67 +7%
VSQM
4399
V-Square Quantitative Management
Illinois
$247K +$8.16K +32 +3%
KWM
4400
Kiker Wealth Management
Georgia
$246K +$256K +1,003 New
174 175
176
177 178