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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LKIM
4501
Lawson Kroeker Investment Management
Nebraska
$266K -$59.5K -200 -19%
MJP
4502
Michael J. Puzo
$265K -$2.97K -10 -1%
LWA
4503
Lifelong Wealth Advisors
Minnesota
$264K +$297 +1 +0.1%
BWA
4504
BCU Wealth Advisors
Illinois
$264K +$892 +3 +0.4%
AWA
4505
Archvest Wealth Advisors
California
$263K +$6.54K +22 +3%
FWM
4506
Fonville Wealth Management
Virginia
$262K – – –
SWA
4507
ShankerValleau Wealth Advisors
Illinois
$262K – – –
BT
4508
Brandywine Trust
Delaware
$262K -$50.6K -170 -17%
ACM
4509
Alamar Capital Management
California
$262K – – –
IFA
4510
Independence Financial Advisors
New Hampshire
$261K +$21.4K +72 +10%
PCWA
4511
Pacific Capital Wealth Advisors
California
$261K +$246K +827 New
JWM
4512
Jacksonville Wealth Management
Florida
$261K – – –
MAMG
4513
Milestone Asset Management Group
Connecticut
$260K +$297 +1 +0.1%
CDWM
4514
Campbell Deegan Wealth Management
Virginia
$260K – – –
GC
4515
GFG Capital
Florida
$259K -$23.5K -79 -9%
BWMG
4516
Barnes Wealth Management Group
California
$259K -$10.7K -36 -4%
FW
4517
Fairway Wealth
Ohio
$258K +$222K +748 +1,054%
LSL
4518
Legacy Solutions LLC
Pennsylvania
$257K +$8.03K +27 +3%
BFG
4519
Baron Financial Group
New Jersey
$257K – – –
SWM
4520
Schwallier Wealth Management
Michigan
$256K +$2.38K +8 +1%
AV
4521
Aspiring Ventures
Ohio
$256K -$55.9K -188 -19%
FA
4522
Financial Avengers
California
$254K -$3.27K -11 -1%
VWM
4523
Vermillion Wealth Management
Minnesota
$254K +$3.27K +11 +1%
CAM
4524
Cobblestone Asset Management
Virginia
$254K – – –
CWM
4525
CMH Wealth Management
New Hampshire
$253K -$24.1K -81 -9%
179 180
181
182 183