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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PM
4951
Penbrook Management
New York
$216K +$205K +660 New
EA
4952
Evolution Advisers
Virginia
$216K +$2.79K +9 +1%
CPP
4953
Capasso Planning Partners
South Carolina
$216K +$205K +660 New
CPW
4954
Crestmont Private Wealth
Texas
$215K -$20.5K -66 -9%
AWM
4955
Alterna Wealth Management
Texas
$214K -$93.2K -300 -31%
CIM
4956
Confluence Investment Management
Missouri
$214K -$9.94K -32 -5%
AI
4957
Atom Investors
Texas
$213K -$2.06M -6,635 -91%
RRMM
4958
Regatta Research & Money Management
Louisiana
$213K +$203K +653 New
CISOA
4959
Capital Investment Services of America
Wisconsin
$213K -$31.1K -100 -13%
OWA
4960
Oak Wealth Advisors
Illinois
$213K +$202K +651 New
TAP
4961
Tounjian Advisory Partners
Florida
$213K -$4.13M -13,291 -95%
SL
4962
SFM LLC
New Hampshire
$213K -$75.2K -242 -27%
SAS
4963
Stelac Advisory Services
New York
$211K -$64.3K -207 -24%
WCP
4964
Welch Capital Partners
New York
$210K +$199K +642 New
CCM
4965
Collar Capital Management
Wisconsin
$210K +$199K +641 New
VWA
4966
Vistica Wealth Advisors
California
$210K +$199K +641 New
RFS
4967
Retirement Financial Solutions
Tennessee
$210K +$199K +641 New
OC
4968
Optima Capital
Oregon
$208K +$198K +637 New
TF
4969
Tenon Financial
New Jersey
$208K +$198K +636 New
BSCCG
4970
Blue Sky Capital Consultants Group
California
$208K +$197K +635 New
AF
4971
Align Financial
Minnesota
$208K – – –
KCM
4972
Key Capital Management
Tennessee
$208K +$92.2K +297 +88%
BOC
4973
Bull Oak Capital
California
$207K +$197K +633 New
TCM
4974
TD Capital Management
Tennessee
$207K – – –
SPA
4975
Shore Point Advisors
New Jersey
$207K +$196K +632 New
197 198
199
200 201