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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GK
4501
Graney & King
New York
$259K +$15.8K +62 +7%
DC
4502
Dahring Cusmano
Michigan
$257K +$1.02K +4 +0.5%
CWM
4503
CMH Wealth Management
New Hampshire
$256K -$12.8K -50 -5%
IP
4504
Integras Partners
Georgia
$256K – – –
CP
4505
Capital Planning
Washington
$256K -$292K -1,143 -56%
NCG
4506
Newport Capital Group
New Jersey
$256K +$225K +882 New
MKW
4507
Mullaney, Keating & Wright
Connecticut
$256K -$255 -1 -0.1%
HA
4508
HFG Advisors
Ohio
$253K +$222K +871 New
FLP
4509
Financial Life Planners
Arizona
$252K +$19.6K +77 +10%
ES
4510
ETF Store
Kansas
$251K +$4.34K +17 +2%
PWA
4511
Principia Wealth Advisory
Texas
$251K +$8.17K +32 +4%
LFA
4512
Legend Financial Advisors
Pennsylvania
$250K – – –
JWM
4513
JFG Wealth Management
Colorado
$250K – – –
DK
4514
David Kennon
Florida
$250K -$12.8K -50 -5%
BWMG
4515
Barnes Wealth Management Group
California
$249K -$11.7K -46 -5%
LAM
4516
Lummis Asset Management
Texas
$249K – – –
MCA
4517
Maryland Capital Advisors
Maryland
$248K +$45.9K +180 +27%
AI
4518
Auour Investments
Massachusetts
$248K – – –
TCFP
4519
Treasure Coast Financial Planning
Florida
$247K -$24.8K -97 -10%
PFC
4520
Phocas Financial Corp
California
$247K – – –
HAFS
4521
Hapanowicz & Associates Financial Services
Pennsylvania
$246K – – –
MJP
4522
Michael J. Puzo
$246K – – –
FA
4523
Fortis Advisors
Pennsylvania
$246K -$99.3K -389 -31%
ACM
4524
Andina Capital Management
Utah
$246K +$217K +849 New
NJBEST
4525
New Jersey Better Educational Savings Trust
New Jersey
$246K -$554K -2,170 -72%
179 180
181
182 183