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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PPH
4426
Pure Portfolios Holdings
Oregon
$229K +$223K +956 New
JWM
4427
Jessup Wealth Management
Ohio
$229K +$223K +956 New
CI
4428
Carroll Investors
South Carolina
$229K – – –
AAS
4429
AdviceOne Advisory Services
Connecticut
$229K +$222K +955 New
PP
4430
PFS Partners
New Jersey
$229K -$4.89K -21 -2%
AI
4431
Auour Investments
Massachusetts
$228K +$199K +854 New
MKA
4432
M. Kulyk & Associates
Georgia
$228K +$222K +952 New
ES
4433
ETF Store
Kansas
$228K +$222K +951 New
AF
4434
AtlasMark Financial
Texas
$228K – – –
TCCM
4435
Timber Creek Capital Management
Massachusetts
$228K – – –
TCFP
4436
Treasure Coast Financial Planning
Florida
$228K – – –
MWM
4437
Magnolia Wealth Management
Alabama
$227K – – –
BBW
4438
Blue Barn Wealth
Utah
$227K +$221K +949 New
NFW
4439
Noble Family Wealth
Florida
$227K +$221K +950 New
AC
4440
Avant Capital
Louisiana
$227K +$221K +947 New
CMMS
4441
Comprehensive Money Management Services
Florida
$227K +$221K +947 New
SFG
4442
Synergy Financial Group
California
$226K +$220K +944 New
CCM
4443
Check Capital Management
California
$226K +$219K +941 New
CWM
4444
Concentrum Wealth Management
California
$225K +$219K +940 New
HFS
4445
Hoge Financial Services
Pennsylvania
$225K +$219K +939 New
MWA
4446
Monograph Wealth Advisors
California
$225K +$218K +938 New
OMC
4447
Old Mission Capital
Illinois
$225K +$218K +937 New
DCM
4448
Dimension Capital Management
Florida
$224K -$8.15K -35 -4%
QP
4449
Quartz Partners
New York
$224K +$218K +934 New
AWP
4450
Astra Wealth Partners
New Jersey
$224K +$217K +933 New
176 177
178
179 180