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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MRI
4426
Mad River Investors
Massachusetts
$417K +$5.16K +17 +1%
LFS
4427
Lutz Financial Services
Nebraska
$417K +$13.1K +43 +3%
TFP
4428
Triune Financial Partners
Kansas
$416K -$30.3K -100 -7%
AL
4429
ADE LLC
Maryland
$416K – – –
RA
4430
Resolute Advisors
California
$416K +$429K +1,413 New
IWN
4431
Independent Wealth Network
Iowa
$415K -$41.9K -138 -9%
MWM
4432
MOR Wealth Management
Pennsylvania
$414K +$124K +409 +41%
GWA
4433
Geometric Wealth Advisors
District of Columbia
$414K +$25.2K +83 +6%
MGIA
4434
Matthew Goff Investment Advisor
Texas
$414K – – –
DW
4435
Dodds Wealth
Colorado
$414K – – –
LC
4436
Lavaca Capital
Texas
$414K – – –
NCMW
4437
Northern Capital Management (Washington)
Washington
$413K – – –
RAG
4438
RIA Advisory Group
Iowa
$413K -$7.28K -24 -2%
SC
4439
Shearwater Capital
Colorado
$413K +$426K +1,403 New
EP
4440
Essential Planning
New Hampshire
$412K – – –
MAM
4441
Marotta Asset Management
Virginia
$411K – – –
CCC
4442
Chelsea Counsel Company
California
$409K – – –
TWM
4443
Triton Wealth Management
Arizona
$409K – – –
WA
4444
WESPAC Advisors
California
$409K -$150K -495 -26%
JWM
4445
JDH Wealth Management
California
$408K +$74.7K +246 +22%
HFS
4446
Hoge Financial Services
Pennsylvania
$408K +$910 +3 +0.2%
NSG
4447
Nalls Sherbakoff Group
Tennessee
$407K – – –
DI
4448
Disciplined Investments
Oklahoma
$407K +$83.2K +274 +25%
FWM
4449
Fonville Wealth Management
Virginia
$407K +$119K +392 +40%
PWM
4450
Penobscot Wealth Management
Maine
$405K +$3.94K +13 +1%
176 177
178
179 180