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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
4551
Schwallier Wealth Management
Michigan
$233K +$205K +804 New
PPW
4552
PACK Private Wealth
Minnesota
$233K +$205K +803 New
TCM
4553
Tran Capital Management
California
$232K +$204K +801 New
CCA
4554
Corps Capital Advisors
Texas
$232K +$204K +801 New
1NWS
4555
1 North Wealth Services
Maryland
$232K – – –
RA
4556
RiverTree Advisors
Florida
$232K +$204K +800 New
OWCM
4557
One Wealth Capital Management
Arizona
$232K +$204K +799 New
SF
4558
Schaeffer Financial
Maryland
$231K +$204K +798 New
SPA
4559
Sentinel Pension Advisors
Massachusetts
$231K +$204K +798 New
EMB
4560
Elefante Mark B
$231K +$203K +797 New
VWM
4561
Vermillion Wealth Management
Minnesota
$230K +$510 +2 +0.3%
SWAG
4562
Spectrum Wealth Advisory Group
California
$229K +$202K +791 New
LSL
4563
Legacy Solutions LLC
Pennsylvania
$229K +$201K +789 New
OFP
4564
OFC Financial Planning
New Jersey
$228K +$201K +788 New
WCM
4565
Wellington Capital Management
Maryland
$227K +$200K +784 New
NBWM
4566
North Berkeley Wealth Management
California
$226K +$199K +781 New
PAM
4567
PVG Asset Management
Colorado
$226K +$199K +780 New
SWA
4568
Sightline Wealth Advisors
Connecticut
$226K +$199K +779 New
FFS
4569
Fortress Financial Solutions
Arizona
$226K +$199K +779 New
EWM
4570
Elite Wealth Management
Washington
$224K +$197K +773 New
TA
4571
Teramo Advisors
Florida
$224K +$197K +772 New
NA
4572
Note Advisors
New York
$224K +$197K +771 New
DJYG
4573
David J. Yvars Group
Florida
$223K +$196K +768 New
PC
4574
Promus Capital
Illinois
$222K +$510 +2 +0.3%
OC
4575
Optima Capital
Oregon
$222K +$195K +764 New
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183
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