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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GBA
4501
Garrison Bradford & Associates
New York
$261K – – –
HC
4502
Headland Capital
South Carolina
$261K +$19.6K +77 +9%
CIC
4503
Chase Investment Counsel
Virginia
$260K -$15.3K -60 -6%
GK
4504
Graney & King
New York
$259K +$15.8K +62 +7%
DC
4505
Dahring Cusmano
Michigan
$257K +$1.02K +4 +0.5%
CWM
4506
CMH Wealth Management
New Hampshire
$256K -$12.8K -50 -5%
IP
4507
Integras Partners
Georgia
$256K – – –
CP
4508
Capital Planning
Washington
$256K -$292K -1,143 -56%
NCG
4509
Newport Capital Group
New Jersey
$256K +$225K +882 New
MKW
4510
Mullaney, Keating & Wright
Connecticut
$256K -$255 -1 -0.1%
HA
4511
HFG Advisors
Ohio
$253K +$222K +871 New
FLP
4512
Financial Life Planners
Arizona
$252K +$19.6K +77 +10%
ES
4513
ETF Store
Kansas
$251K +$4.34K +17 +2%
PWA
4514
Principia Wealth Advisory
Texas
$251K +$8.17K +32 +4%
LFA
4515
Legend Financial Advisors
Pennsylvania
$250K – – –
JWM
4516
JFG Wealth Management
Colorado
$250K – – –
DK
4517
David Kennon
Florida
$250K -$12.8K -50 -5%
BWMG
4518
Barnes Wealth Management Group
California
$249K -$11.7K -46 -5%
LAM
4519
Lummis Asset Management
Texas
$249K – – –
MCA
4520
Maryland Capital Advisors
Maryland
$248K +$45.9K +180 +27%
AI
4521
Auour Investments
Massachusetts
$248K – – –
TCFP
4522
Treasure Coast Financial Planning
Florida
$247K -$24.8K -97 -10%
PFC
4523
Phocas Financial Corp
California
$247K – – –
HAFS
4524
Hapanowicz & Associates Financial Services
Pennsylvania
$246K – – –
MJP
4525
Michael J. Puzo
$246K – – –
179 180
181
182 183