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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HAFS
4801
Hapanowicz & Associates Financial Services
Pennsylvania
$274K – – –
CAAM
4802
Cornerstone Advisors Asset Management
Pennsylvania
$274K +$263K +850 New
FA
4803
Fortis Advisors
Pennsylvania
$274K – – –
BWA
4804
BlueChip Wealth Advisors
Georgia
$273K -$52.9K -171 -17%
PC
4805
Parrish Capital
Georgia
$273K +$263K +848 New
BCWM
4806
Ball & Co Wealth Management
Tennessee
$273K +$1.24K +4 +0.5%
NJBEST
4807
New Jersey Better Educational Savings Trust
New Jersey
$273K – – –
LWA
4808
Lifelong Wealth Advisors
Minnesota
$273K +$2.79K +9 +1%
SWM
4809
Stonebridge Wealth Management
Illinois
$273K -$38.7K -125 -13%
AI
4810
Auour Investments
Massachusetts
$272K – – –
PA
4811
ProCore Advisors
California
$271K +$260K +841 New
BFA
4812
Ballast Financial Advisors
Pennsylvania
$271K +$260K +840 New
MJP
4813
Michael J. Puzo
$271K – – –
BWA
4814
BCU Wealth Advisors
Illinois
$271K +$1.24K +4 +0.5%
VWM
4815
Vigil Wealth Management
Florida
$270K +$260K +839 New
IFS
4816
Integrated Financial Solutions
Virginia
$270K +$259K +837 New
AFG
4817
Altiora Financial Group
Ohio
$269K -$18.3K -59 -7%
CDWM
4818
Campbell Deegan Wealth Management
Virginia
$269K +$3.1K +10 +1%
EP
4819
Essential Partners
California
$268K +$23.5K +76 +10%
DK
4820
David Kennon
Florida
$268K -$9.29K -30 -3%
SWA
4821
ShankerValleau Wealth Advisors
Illinois
$268K – – –
ACM
4822
Alamar Capital Management
California
$267K – – –
BT
4823
Brandywine Trust
Delaware
$267K – – –
LSL
4824
Legacy Solutions LLC
Pennsylvania
$267K +$3.41K +11 +1%
LWM
4825
Luminvest Wealth Management
Arizona
$267K -$8.05K -26 -3%
191 192
193
194 195