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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
2601
Tiller Private Wealth
Pennsylvania
$287K – – –
WFWM
2602
Wechter Feldman Wealth Management
New Jersey
$287K – – –
RIS
2603
Retirement Income Solutions
Michigan
$286K -$95.7K -1,009 -25%
CFD
2604
Creative Financial Designs
Indiana
$286K +$174K +1,839 +154%
CCC
2605
Chelsea Counsel Company
California
$286K +$289K +3,044 New
NEPPG
2606
New England Professional Planning Group
Rhode Island
$284K -$43.9K -463 -14%
IFO
2607
Independent Family Office
New York
$283K +$30.8K +325 +12%
GAM
2608
Gemmer Asset Management
California
$282K -$8.82K -93 -3%
OKSA
2609
O'Keefe Stevens Advisory
New York
$282K +$284K +2,995 New
HC
2610
Hourglass Capital
Texas
$281K – – –
I2I
2611
Insight 2811 Inc
Illinois
$281K +$34.3K +361 +14%
SG
2612
Strid Group
Pennsylvania
$280K – – –
AWM
2613
Altus Wealth Management
Kentucky
$279K +$854 +9 +0.3%
SBA
2614
Secrest Blakey & Associates
North Carolina
$279K +$14.3K +151 +5%
PEA
2615
Pacific Edge Advisors
California
$278K -$5.69K -60 -2%
AIS
2616
American Investment Services
Massachusetts
$276K -$48.9K -515 -15%
DSAM
2617
Dock Street Asset Management
Florida
$276K +$31.6K +333 +13%
RIM
2618
Rockbridge Investment Management
New York
$276K +$279K +2,937 New
BCAM
2619
Boston Common Asset Management
Massachusetts
$275K -$40.3K -425 -13%
WA
2620
Wealth Advisors
California
$275K +$2.56K +27 +0.9%
CIM
2621
Confluence Investment Management
Missouri
$272K -$8.63K -91 -3%
HGWM
2622
Horst & Graben Wealth Management
Oregon
$270K +$273K +2,876 New
WR
2623
Watson Rebecca
$269K -$6.45K -68 -2%
TA
2624
Trellis Advisors
Washington
$269K +$7.31K +77 +3%
SAM
2625
SP Asset Management
California
$268K +$22.7K +239 +9%
103 104
105
106 107