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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
5026
C2C Wealth Management
Arizona
$204K +$193K +622 New
BFP
5027
Beacon Financial Planning
Massachusetts
$203K +$193K +621 New
TWC
5028
Tencap Wealth Coaching
Utah
$203K +$193K +621 New
PWA
5029
PCG Wealth Advisors
Kansas
$203K +$193K +621 New
FF
5030
Financial Futures
New Jersey
$203K +$193K +621 New
ITG
5031
Index Technologies Group
New York
$203K +$193K +621 New
T
5032
TOBAM
France
$203K +$12.7K +41 +7%
VFIC
5033
Valley Forge Investment Consultants
Pennsylvania
$203K +$192K +619 New
TFG
5034
Tull Financial Group
Virginia
$202K +$192K +619 New
AFA
5035
Alpha Financial Advisors
North Carolina
$202K +$192K +618 New
CIM
5036
Corbyn Investment Management
Maryland
$202K +$192K +617 New
GWA
5037
Genesis Wealth Advisors
Massachusetts
$202K +$192K +617 New
LKWM
5038
Lee-Kelleher Wealth Management
Maryland
$201K +$191K +615 New
SCM
5039
Stonehearth Capital Management
Massachusetts
$201K -$155K -500 -45%
FCMC
5040
Founders Capital Management (Connecticut)
Connecticut
$201K -$26.4K -85 -12%
FF
5041
Foundry Financial
California
$201K +$190K +613 New
DCM
5042
Davis Capital Management
Florida
$199K +$31.1K +100 +20%
WCM
5043
Westend Capital Management
California
$199K -$40.1K -129 -18%
SFO
5044
Standard Family Office
South Dakota
$189K – – –
AIS
5045
Advocate Investing Services
Maryland
$188K -$7.45K -24 -4%
CWM
5046
Copia Wealth Management
Oregon
$187K +$1.24K +4 +0.7%
MFT
5047
Moisand Fitzgerald Tamayo
Florida
$185K +$21.7K +70 +14%
DF
5048
Downshift Financial
Colorado
$185K +$176K +566 New
HCM
5049
Horrell Capital Management
Arkansas
$179K – – –
HHRDM
5050
H&H Retirement Design & Management
Nevada
$178K +$161K +517 New
200 201
202
203 204