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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MKW
4476
Mullaney, Keating & Wright
Connecticut
$278K – – –
FNWM
4477
Financial Network Wealth Management
Utah
$277K +$261K +877 New
PWA
4478
Principia Wealth Advisory
Texas
$277K +$3.87K +13 +2%
GCM
4479
Gallacher Capital Management
Colorado
$277K -$274K -920 -51%
HC
4480
Headland Capital
South Carolina
$276K -$7.43K -25 -3%
BWG
4481
Balanced Wealth Group
Ohio
$275K -$1.19K -4 -0.4%
ES
4482
ETF Store
Kansas
$274K +$892 +3 +0.3%
Q1WB
4483
Quest 10 Wealth Builders
Virginia
$273K -$14.6K -49 -5%
LFA
4484
Legend Financial Advisors
Pennsylvania
$272K – – –
GVCM
4485
Global View Capital Management
Wisconsin
$272K +$50.6K +170 +25%
DK
4486
David Kennon
Florida
$272K – – –
BFS
4487
Beacon Financial Strategies
North Carolina
$271K -$14.9K -50 -6%
LAM
4488
Lummis Asset Management
Texas
$271K – – –
TCFP
4489
Treasure Coast Financial Planning
Florida
$269K – – –
LWM
4490
Luminvest Wealth Management
Arizona
$269K +$37.2K +125 +17%
PFC
4491
Phocas Financial Corp
California
$268K – – –
HAFS
4492
Hapanowicz & Associates Financial Services
Pennsylvania
$268K – – –
FA
4493
Fortis Advisors
Pennsylvania
$268K – – –
BF
4494
Bonfire Financial
Colorado
$267K +$5.35K +18 +2%
NJBEST
4495
New Jersey Better Educational Savings Trust
New Jersey
$267K – – –
NCG
4496
Newport Capital Group
New Jersey
$267K -$11K -37 -4%
AI
4497
Auour Investments
Massachusetts
$266K -$2.97K -10 -1%
BCWM
4498
Ball & Co Wealth Management
Tennessee
$266K +$1.19K +4 +0.5%
ECAM
4499
East Coast Asset Management
Massachusetts
$266K -$76.4K -257 -23%
MSFP
4500
Mark Sheptoff Financial Planning
Connecticut
$266K -$11.3K -38 -4%
178 179
180
181 182