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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GFA
4451
Godfrey Financial Associates
New York
$441K +$423K +1,367 New
LPP
4452
Life Planning Partners
Florida
$440K – – –
PWM
4453
Penobscot Wealth Management
Maine
$440K +$929 +3 +0.2%
SC
4454
Schubert & Co
Texas
$439K -$19.5K -63 -4%
APWM
4455
Argonautica Private Wealth Management
Massachusetts
$438K -$23.5K -76 -5%
KWA
4456
Kondo Wealth Advisors
California
$437K -$5.57K -18 -1%
VFS
4457
Valpey Financial Services
New Hampshire
$437K +$5.26K +17 +1%
SBCM
4458
Silverberg Bernstein Capital Management
New York
$436K – – –
PVI
4459
Pura Vida Investments
New York
$435K +$418K +1,350 New
YCG
4460
Yeomans Consulting Group
Georgia
$433K -$16.7K -54 -4%
HIM
4461
Harbour Investment Management
Washington
$433K – – –
PFP
4462
Paragon Financial Partners
California
$433K +$310 +1 +0.1%
IWS
4463
Integrity Wealth Solutions
Colorado
$432K +$310 +1 +0.1%
UAM
4464
UAS Asset Management
New York
$431K +$415K +1,339 New
OPWM
4465
Oregon Pacific Wealth Management
Oregon
$430K -$7.12K -23 -2%
AFAS
4466
Acorn Financial Advisory Services
Virginia
$430K -$5.57K -18 -1%
AWA
4467
Adapt Wealth Advisors
Georgia
$429K +$26.9K +87 +7%
ACM
4468
Avos Capital Management
Washington
$429K – – –
CPA
4469
Clear Point Advisors
New York
$428K +$67.8K +219 +17%
TWM
4470
Triton Wealth Management
Arizona
$428K – – –
TWM
4471
Tumwater Wealth Management
Idaho
$428K – – –
HFG
4472
Harborfront Financial Group
Michigan
$427K +$410K +1,325 New
GWA
4473
Geometric Wealth Advisors
District of Columbia
$427K +$18.3K +59 +5%
LKBC
4474
L.K. Benson & Company
Maryland
$427K +$410K +1,325 New
JCM
4475
J2 Capital Management
Michigan
$426K -$22.6K -73 -5%
177 178
179
180 181