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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PVI
4451
Pura Vida Investments
New York
$442K – – –
JF
4452
JMN Financial
Ohio
$442K +$39.4K +127 +10%
JHC
4453
J. Hagan Capital
Kentucky
$441K +$42.2K +136 +11%
CSIA
4454
Conrad Siegel Investment Advisors
Pennsylvania
$440K +$59K +190 +16%
NEPPG
4455
New England Professional Planning Group
Rhode Island
$439K -$26.7K -86 -6%
GFP
4456
Guardian Financial Partners
California
$438K -$25.8K -83 -6%
HFG
4457
Harborfront Financial Group
Michigan
$436K +$414K +1,333 New
TSW
4458
Three Seasons Wealth
Utah
$436K +$158K +510 +62%
SG
4459
Sankala Group
Colorado
$436K -$55.6K -179 -13%
TCM
4460
Traub Capital Management
Massachusetts
$435K -$4.04K -13 -1%
VFS
4461
Valpey Financial Services
New Hampshire
$435K – – –
DWM
4462
DWR Wealth Management
California
$435K +$50.9K +164 +14%
WA
4463
WPG Advisers
Maryland
$435K +$110K +353 +36%
TWM
4464
Tumwater Wealth Management
Idaho
$434K – – –
JSC
4465
Jackson Square Capital
California
$434K +$411K +1,325 New
LKBC
4466
L.K. Benson & Company
Maryland
$434K – – –
GCM
4467
Graham Capital Management
Connecticut
$433K +$411K +1,324 New
GK
4468
Graney & King
New York
$432K +$135K +435 +49%
EWM
4469
Evolution Wealth Management
Florida
$432K +$156K +501 +61%
VR
4470
Valued Retirements
Texas
$432K – – –
IWS
4471
Intentional Wealth Strategies
Colorado
$432K -$9.01K -29 -2%
OTL
4472
Oak Thistle LLC
New York
$432K +$410K +1,319 New
HSWM
4473
Hubbell Strickland Wealth Management
Louisiana
$427K +$35.7K +115 +10%
LJCM
4474
Lee Johnson Capital Management
Texas
$427K -$346K -1,113 -46%
RLH
4475
RD Lewis Holdings
Florida
$427K +$369K +1,188 New
177 178
179
180 181