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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HAFS
4501
Hapanowicz & Associates Financial Services
Pennsylvania
$209K +$203K +872 New
AAM
4502
Austin Asset Management
Texas
$209K +$203K +870 New
CB
4503
Chris Bulman
California
$209K +$203K +870 New
MIM
4504
Macroview Investment Management
Maryland
$208K – – –
EIA
4505
Eastover Investment Advisors
North Carolina
$207K -$63.4K -272 -24%
LFA
4506
Legend Financial Advisors
Pennsylvania
$207K – – –
RCA
4507
Runnymede Capital Advisors
Ohio
$207K +$201K +862 New
BFS
4508
Beacon Financial Strategies
North Carolina
$207K +$201K +862 New
BWG
4509
Balanced Wealth Group
Ohio
$205K +$179K +768 New
IWB
4510
Innovative Wealth Building
Maryland
$205K +$199K +856 New
UC
4511
Unio Capital
New Jersey
$204K -$97.6K -419 -33%
CIM
4512
Confluence Investment Management
Missouri
$204K +$198K +852 New
MJP
4513
Michael J. Puzo
$204K +$198K +850 New
RA
4514
Rodgers & Associates
Pennsylvania
$203K +$198K +848 New
MAMG
4515
Milestone Asset Management Group
Connecticut
$203K +$198K +848 New
PFM
4516
Peak Financial Management
Massachusetts
$203K +$197K +846 New
JC
4517
JBGlobal.com
New York
$202K +$197K +844 New
DKCM
4518
Davidson Kahn Capital Management
California
$202K +$196K +842 New
PWM
4519
Peterson Wealth Management
Nevada
$202K +$196K +842 New
TCTWM
4520
Three Cord True Wealth Management
Pennsylvania
$201K +$196K +840 New
RC
4521
Rahlfs Capital
Texas
$201K +$195K +838 New
SH
4522
SLT Holdings
Arizona
$200K +$194K +835 New
BCWM
4523
Ball & Co Wealth Management
Tennessee
$199K +$194K +831 New
PWA
4524
Principia Wealth Advisory
Texas
$198K +$192K +826 New
TCM
4525
TruNorth Capital Management
Michigan
$195K +$34.2K +147 +22%
179 180
181
182 183