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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MJP
4801
Michael J. Puzo
$271K – – –
BWA
4802
BCU Wealth Advisors
Illinois
$271K +$1.24K +4 +0.5%
VWM
4803
Vigil Wealth Management
Florida
$270K +$260K +839 New
IFS
4804
Integrated Financial Solutions
Virginia
$270K +$259K +837 New
AFG
4805
Altiora Financial Group
Ohio
$269K -$18.3K -59 -7%
CDWM
4806
Campbell Deegan Wealth Management
Virginia
$269K +$3.1K +10 +1%
EP
4807
Essential Partners
California
$268K +$23.5K +76 +10%
DK
4808
David Kennon
Florida
$268K -$9.29K -30 -3%
SWA
4809
ShankerValleau Wealth Advisors
Illinois
$268K – – –
ACM
4810
Alamar Capital Management
California
$267K – – –
BT
4811
Brandywine Trust
Delaware
$267K – – –
LSL
4812
Legacy Solutions LLC
Pennsylvania
$267K +$3.41K +11 +1%
LWM
4813
Luminvest Wealth Management
Arizona
$267K -$8.05K -26 -3%
AP
4814
Aspect Partners
Virginia
$266K -$133K -430 -34%
JWS
4815
Juncture Wealth Strategies
Arizona
$266K -$124K -400 -33%
JWM
4816
Jacksonville Wealth Management
Florida
$266K – – –
TCCM
4817
Timber Creek Capital Management
Massachusetts
$266K -$38.7K -125 -13%
MSFP
4818
Mark Sheptoff Financial Planning
Connecticut
$266K – – –
PEWA
4819
Pacific Excel Wealth Advisors
California
$266K +$257K +829 New
MWM
4820
Madrid Wealth Management
New Mexico
$266K +$255K +824 New
AC
4821
Armistice Capital
New York
$264K -$21.4K -69 -8%
MW
4822
Marrick Wealth
California
$264K +$253K +818 New
HC
4823
Headland Capital
South Carolina
$263K -$18K -58 -7%
BFG
4824
Baron Financial Group
New Jersey
$263K – – –
SP
4825
Sequent Planning
Nebraska
$262K +$42.1K +136 +20%
191 192
193
194 195