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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
4626
Bare Financial Services
Pennsylvania
$48.7K – – –
LWA
4627
Lowe Wealth Advisors
Maryland
$48.2K +$11.9K +51 +34%
APW
4628
Atlantic Private Wealth
North Carolina
$47.9K – – –
KSWA
4629
Kathleen S. Wright Associates
Pennsylvania
$47.9K – – –
RCM
4630
Richardson Capital Management
Wisconsin
$46K – – –
CF
4631
Collier Financial
Colorado
$45.1K +$43.8K +188 New
MRP
4632
Measured Risk Portfolios
California
$44.1K +$42.9K +184 New
LAM
4633
Lummis Asset Management
Texas
$43.6K -$157K -676 -79%
NECFA
4634
New England Capital Financial Advisors
Connecticut
$43.3K +$233 +1 +0.6%
MCA
4635
Midwest Capital Advisors
Michigan
$43K +$41.9K +180 New
PMIM
4636
Prudent Man Investment Management
Colorado
$42.7K +$41.5K +178 New
SFCL
4637
Strengthening Families & Communities LLC
Massachusetts
$41K +$233 +1 +0.6%
ICCON
4638
Investment Counsel Company of Nevada
Nevada
$37.3K +$36.3K +156 New
CWA
4639
Carolina Wealth Advisors
South Carolina
$35.7K -$9.32K -40 -21%
SIP
4640
Sellwood Investment Partners
Oregon
$33.6K +$32.6K +140 New
CIR
4641
Clear Investment Research
Georgia
$33.3K – – –
MBFW
4642
Morton Brown Family Wealth
Pennsylvania
$32.2K +$4.19K +18 +16%
FCG
4643
Financial Connections Group
California
$31K +$5.82K +25 +24%
BIM
4644
Breakwater Investment Management
Washington
$30.4K – – –
SC
4645
Swan Capital
Florida
$30K – – –
CAM
4646
Clarity Asset Management
Iowa
$29.5K +$233 +1 +0.8%
RPA
4647
Redwood Park Advisors
California
$28.8K +$27.9K +120 New
CPL
4648
Capital & Planning LLC
Georgia
$25.2K +$24.5K +105 New
WCM
4649
Westend Capital Management
California
$24.4K – – –
1L
4650
10Elms LLP
Oklahoma
$24K +$23.3K +100 New
184 185
186
187 188