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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
4801
Lummis Asset Management
Texas
$283K – – –
1NWS
4802
1 North Wealth Services
Maryland
$283K +$19.9K +64 +8%
MCA
4803
Maryland Capital Advisors
Maryland
$282K +$268K +863 New
GC
4804
GFG Capital
Florida
$282K -$9.94K -32 -4%
SWM
4805
StoneCrest Wealth Management
Arizona
$282K – – –
KOC
4806
Koss-Olinger Consulting
Florida
$282K -$39.8K -128 -13%
GHI
4807
Gross & Hartman Investments
Pennsylvania
$281K – – –
FLP
4808
Financial Life Planners
Arizona
$281K +$1.24K +4 +0.5%
BFA
4809
Brown Financial Advisory
Alabama
$281K -$116K -372 -30%
CWD
4810
Clarity Wealth Development
Oregon
$281K +$266K +858 New
FS
4811
Ferguson Shapiro
Georgia
$281K -$23.6K -76 -8%
BCWM
4812
Ball & Co Wealth Management
Tennessee
$280K +$1.24K +4 +0.5%
BWA
4813
Boulder Wealth Advisors
Colorado
$279K +$10.6K +34 +4%
CA
4814
Chatterton & Associates
California
$279K +$14.6K +47 +6%
OFS
4815
Opus Financial Solutions
Illinois
$279K – – –
SHFC
4816
Safe Harbor Family Capital
North Carolina
$279K – – –
BWG
4817
Beta Wealth Group
California
$279K +$932 +3 +0.4%
MTC
4818
McDaniel Terry & Co
Texas
$279K +$311 +1 +0.1%
CB
4819
Chris Bulman
California
$278K +$264K +849 New
BC
4820
Brio Consultants
California
$278K +$48.8K +157 +23%
FA
4821
Fortis Advisors
Pennsylvania
$278K – – –
TWM
4822
TSA Wealth Management
Texas
$278K +$9.94K +32 +4%
DF
4823
DecisionPoint Financial
Arizona
$277K +$7.14K +23 +3%
AWA
4824
Adapt Wealth Advisors
Georgia
$277K -$119K -383 -31%
AFG
4825
Altiora Financial Group
Ohio
$277K +$3.73K +12 +1%
191 192
193
194 195