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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FPN
4476
Financial Planning Navigators
Minnesota
$386K +$96.2K +317 +32%
RCM
4477
Richardson Capital Management
Wisconsin
$385K +$12.4K +41 +3%
HWA
4478
Hilltop Wealth Advisors
North Carolina
$385K +$11.2K +37 +3%
PPWM
4479
Perissos Private Wealth Management
Oklahoma
$384K – – –
KFG
4480
Kelly Financial Group
Connecticut
$384K +$2.73K +9 +0.7%
LGW
4481
Leslie Global Wealth
Illinois
$383K +$4.55K +15 +1%
PCC
4482
Park Circle Company
Maryland
$382K – – –
SA
4483
Sacks & Associates
New Jersey
$382K – – –
SCM
4484
Sage Capital Management
New Jersey
$382K +$1.21K +4 +0.3%
AFAS
4485
Acorn Financial Advisory Services
Virginia
$381K -$11.8K -39 -3%
CFP
4486
Curran Financial Partners
South Carolina
$381K +$110K +364 +39%
RPA
4487
Rock Point Advisors
Vermont
$379K +$104K +343 +36%
WFA
4488
Websterrogers Financial Advisors
South Carolina
$379K +$43.1K +142 +12%
MSF
4489
Mustard Seed Financial
Arkansas
$379K +$7.28K +24 +2%
MCM
4490
MontVue Capital Management
Virginia
$378K -$60.7K -200 -13%
HA
4491
Heartland Advisors
Wisconsin
$378K +$294K +969 +307%
GC
4492
Gibson Capital
Pennsylvania
$377K +$8.5K +28 +2%
CPA
4493
Cathy Pareto & Associates
Florida
$377K +$1.82K +6 +0.5%
BNA
4494
BankChampaign National Association
Illinois
$376K -$65.2K -215 -14%
AAS
4495
AdviceOne Advisory Services
Connecticut
$376K +$6.07K +20 +2%
ZWA
4496
Zinnia Wealth Advisory
Florida
$375K -$29.7K -98 -7%
HI
4497
Human Investing
Oregon
$375K +$36.1K +119 +10%
AFS
4498
Axiom Financial Strategies
Indiana
$374K – – –
STCOSD
4499
Sageworth Trust Company of South Dakota
South Dakota
$373K +$385K +1,269 New
CWMA
4500
Capstone Wealth Management (Alabama)
Alabama
$373K +$607 +2 +0.2%
178 179
180
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