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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BRIA
4526
Balanced Rock Investment Advisors
Massachusetts
$393K +$378K +1,221 New
BFA
4527
Brown Financial Advisory
Alabama
$393K – – –
SHIM
4528
Stone House Investment Management
Pennsylvania
$392K +$26.6K +86 +8%
LCM
4529
LRT Capital Management
Texas
$391K -$1.58M -5,112 -81%
PSC
4530
Prentiss Smith & Co
Vermont
$391K – – –
NS
4531
Northland Securities
Minnesota
$391K +$376K +1,214 New
VPWA
4532
Vestia Personal Wealth Advisors
Indiana
$391K +$10.5K +34 +3%
NQWM
4533
Northwest Quadrant Wealth Management
Oregon
$391K -$8.05K -26 -2%
KA
4534
Kure Advisory
Minnesota
$391K +$76.8K +248 +26%
AWM
4535
Austin Wealth Management
Texas
$390K +$31.6K +102 +9%
RWFS
4536
Rayburn West Financial Services
Tennessee
$390K +$375K +1,210 New
PS
4537
Pinney & Scofield
Massachusetts
$389K +$46.1K +149 +14%
TFA
4538
TPG Financial Advisors
Oregon
$388K +$32.2K +104 +9%
RRWA
4539
Rainey & Randall Wealth Advisors
Florida
$385K +$619 +2 +0.2%
TFS
4540
Targeted Financial Services
Florida
$385K +$370K +1,194 New
RWM
4541
Raffa Wealth Management
District of Columbia
$385K +$6.5K +21 +2%
TPF
4542
Tribridge Partners Financial
Maryland
$384K – – –
BIM
4543
Bullseye Investment Management
Ohio
$383K -$61.3K -198 -14%
HSWM
4544
Hubbell Strickland Wealth Management
Louisiana
$383K +$619 +2 +0.2%
CCM
4545
Cutler Capital Management
Massachusetts
$383K – – –
TC
4546
TwinBeech Capital
New York
$383K +$368K +1,188 New
PFO
4547
PMG Family Office
Texas
$382K – – –
NHFG
4548
New Harbor Financial Group
Massachusetts
$382K – – –
HHGA
4549
Halbert Hargrove Global Advisors
California
$381K +$195K +631 +115%
FAC
4550
Financial Advisory Corporation
Michigan
$380K +$310 +1 +0.1%
180 181
182
183 184