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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PVI
4476
Pura Vida Investments
New York
$397K – – –
IWS
4477
Intentional Wealth Strategies
Colorado
$397K +$409K +1,348 New
JCM
4478
J2 Capital Management
Michigan
$396K +$7.28K +24 +2%
SG
4479
Sankala Group
Colorado
$395K – – –
VPF
4480
Vantage Point Financial
Illinois
$395K -$126K -415 -24%
TCM
4481
Traub Capital Management
Massachusetts
$395K -$17K -56 -4%
MWA
4482
Monograph Wealth Advisors
California
$393K -$4.55M -15,000 -92%
VFS
4483
Valpey Financial Services
New Hampshire
$391K -$8.19K -27 -2%
LAMC
4484
Longview Asset Management (California)
California
$391K +$95K +313 +31%
TWM
4485
Tumwater Wealth Management
Idaho
$390K – – –
LKBC
4486
L.K. Benson & Company
Maryland
$390K – – –
VR
4487
Valued Retirements
Texas
$388K – – –
EW
4488
Enzi Wealth
Texas
$388K -$3.34K -11 -0.8%
FPN
4489
Financial Planning Navigators
Minnesota
$386K +$96.2K +317 +32%
RCM
4490
Richardson Capital Management
Wisconsin
$385K +$12.4K +41 +3%
HWA
4491
Hilltop Wealth Advisors
North Carolina
$385K +$11.2K +37 +3%
PPWM
4492
Perissos Private Wealth Management
Oklahoma
$384K – – –
KFG
4493
Kelly Financial Group
Connecticut
$384K +$2.73K +9 +0.7%
LGW
4494
Leslie Global Wealth
Illinois
$383K +$4.55K +15 +1%
PCC
4495
Park Circle Company
Maryland
$382K – – –
SA
4496
Sacks & Associates
New Jersey
$382K – – –
SCM
4497
Sage Capital Management
New Jersey
$382K +$1.21K +4 +0.3%
AFAS
4498
Acorn Financial Advisory Services
Virginia
$381K -$11.8K -39 -3%
CFP
4499
Curran Financial Partners
South Carolina
$381K +$110K +364 +39%
RPA
4500
Rock Point Advisors
Vermont
$379K +$104K +343 +36%
178 179
180
181 182