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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
4476
Headland Capital
South Carolina
$276K -$7.43K -25 -3%
BWG
4477
Balanced Wealth Group
Ohio
$275K -$1.19K -4 -0.4%
ES
4478
ETF Store
Kansas
$274K +$892 +3 +0.3%
Q1WB
4479
Quest 10 Wealth Builders
Virginia
$273K -$14.6K -49 -5%
LFA
4480
Legend Financial Advisors
Pennsylvania
$272K – – –
GVCM
4481
Global View Capital Management
Wisconsin
$272K +$50.6K +170 +25%
DK
4482
David Kennon
Florida
$272K – – –
BFS
4483
Beacon Financial Strategies
North Carolina
$271K -$14.9K -50 -6%
LAM
4484
Lummis Asset Management
Texas
$271K – – –
TCFP
4485
Treasure Coast Financial Planning
Florida
$269K – – –
LWM
4486
Luminvest Wealth Management
Arizona
$269K +$37.2K +125 +17%
PFC
4487
Phocas Financial Corp
California
$268K – – –
HAFS
4488
Hapanowicz & Associates Financial Services
Pennsylvania
$268K – – –
FA
4489
Fortis Advisors
Pennsylvania
$268K – – –
BF
4490
Bonfire Financial
Colorado
$267K +$5.35K +18 +2%
NJBEST
4491
New Jersey Better Educational Savings Trust
New Jersey
$267K – – –
NCG
4492
Newport Capital Group
New Jersey
$267K -$11K -37 -4%
AI
4493
Auour Investments
Massachusetts
$266K -$2.97K -10 -1%
BCWM
4494
Ball & Co Wealth Management
Tennessee
$266K +$1.19K +4 +0.5%
ECAM
4495
East Coast Asset Management
Massachusetts
$266K -$76.4K -257 -23%
MSFP
4496
Mark Sheptoff Financial Planning
Connecticut
$266K -$11.3K -38 -4%
LKIM
4497
Lawson Kroeker Investment Management
Nebraska
$266K -$59.5K -200 -19%
MJP
4498
Michael J. Puzo
$265K -$2.97K -10 -1%
LWA
4499
Lifelong Wealth Advisors
Minnesota
$264K +$297 +1 +0.1%
BWA
4500
BCU Wealth Advisors
Illinois
$264K +$892 +3 +0.4%
178 179
180
181 182