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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
4426
Sterling Investment Management
Arizona
$450K – – –
MPW
4427
MGO Private Wealth
California
$449K – – –
CCC
4428
Chelsea Counsel Company
California
$449K -$929 -3 -0.2%
LWA
4429
LifeGoal Wealth Advisors
New York
$449K +$70.3K +227 +19%
MAM
4430
Marotta Asset Management
Virginia
$448K – – –
HFS
4431
Hoge Financial Services
Pennsylvania
$448K +$19.8K +64 +5%
CA
4432
Crane Advisory
California
$446K +$26.3K +85 +7%
VAM
4433
Verity Asset Management
North Carolina
$446K +$72.1K +233 +20%
NSG
4434
Nalls Sherbakoff Group
Tennessee
$446K -$310K -1,000 -42%
ORI
4435
Oak Ridge Investments
Illinois
$444K -$74K -239 -15%
SL
4436
SFM LLC
New Hampshire
$444K +$73.7K +238 +21%
AWM
4437
Avondale Wealth Management
Texas
$443K – – –
ZWA
4438
Zinnia Wealth Advisory
Florida
$443K +$425K +1,374 New
LFS
4439
Lutz Financial Services
Nebraska
$443K -$49.5K -160 -10%
EW
4440
Entruity Wealth
California
$441K – – –
AAS
4441
Asset Allocation Strategies
Michigan
$441K +$62.2K +201 +17%
GFA
4442
Godfrey Financial Associates
New York
$441K +$423K +1,367 New
LPP
4443
Life Planning Partners
Florida
$440K – – –
PWM
4444
Penobscot Wealth Management
Maine
$440K +$929 +3 +0.2%
SC
4445
Schubert & Co
Texas
$439K -$19.5K -63 -4%
APWM
4446
Argonautica Private Wealth Management
Massachusetts
$438K -$23.5K -76 -5%
KWA
4447
Kondo Wealth Advisors
California
$437K -$5.57K -18 -1%
VFS
4448
Valpey Financial Services
New Hampshire
$437K +$5.26K +17 +1%
SBCM
4449
Silverberg Bernstein Capital Management
New York
$436K – – –
PVI
4450
Pura Vida Investments
New York
$435K +$418K +1,350 New
176 177
178
179 180