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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2651
Brickley Wealth Management
California
$289K +$5.64K +44 +2%
PO
2652
Private Ocean
California
$289K +$85K +663 +47%
EFL
2653
ERn Financial LLC
Wisconsin
$289K +$266K +2,071 New
AFG
2654
Affinia Financial Group
Massachusetts
$288K +$265K +2,063 New
SNBOSCI
2655
Security National Bank of Sioux City Iowa
Iowa
$286K – – –
KM
2656
Kalos Management
Georgia
$285K +$262K +2,045 New
AWM
2657
Apollon Wealth Management
South Carolina
$283K +$128 +1 +0%
MWM
2658
Madison Wealth Management
Ohio
$283K +$260K +2,027 New
LRIC
2659
Long Road Investment Counsel
Michigan
$283K +$261K +2,032 New
MLFP
2660
MPS Loria Financial Planners
Illinois
$280K +$770 +6 +0.3%
CCM
2661
Chickasaw Capital Management
Tennessee
$279K – – –
RC
2662
Rovin Capital
Arizona
$279K +$257K +2,002 New
RA
2663
Rational Advisors
New York
$276K -$1.2M -9,343 -82%
NCM
2664
New Capital Management
Texas
$276K – – –
SC
2665
Stratford Consulting
Texas
$276K +$254K +1,980 New
FDS
2666
Freedom Day Solutions
Texas
$275K +$253K +1,974 New
FPGK
2667
Financial Partners Group (Kansas)
Kansas
$274K +$641 +5 +0.2%
OWA
2668
One Wealth Advisors
California
$273K +$251K +1,959 New
CICI
2669
Capital Investment Counsel Inc
North Carolina
$273K +$252K +1,961 New
VBFG
2670
Vishria Bird Financial Group
Tennessee
$272K -$10.3K -80 -4%
DWA
2671
Divergent Wealth Advisors
Utah
$270K – – –
TCM
2672
Tanaka Capital Management
New York
$270K – – –
ZF
2673
Zhang Financial
Michigan
$270K +$249K +1,938 New
WP
2674
WealthShield Partners
North Carolina
$269K +$248K +1,933 New
HA
2675
HYA Advisors
Missouri
$268K +$247K +1,925 New
105 106
107
108 109