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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SEEDPG
2951
S.E.E.D. Planning Group
New York
$305K -$144 -1 -0%
CCM
2952
Chickasaw Capital Management
Tennessee
$304K – – –
MSFP
2953
Mark Sheptoff Financial Planning
Connecticut
$303K +$79.3K +551 +38%
F
2954
F3Logic
Minnesota
$302K -$31.5K -219 -10%
KC
2955
Knuff & Co
California
$301K – – –
AWM
2956
Atticus Wealth Management
Florida
$300K -$12.4K -86 -4%
PSC
2957
Prentiss Smith & Co
Vermont
$300K – – –
HC
2958
Hamilton Capital
Ohio
$300K +$284K +1,971 New
CCFM
2959
Clear Creek Financial Management
Washington
$297K -$3.21M -22,310 -92%
VBFG
2960
Vishria Bird Financial Group
Tennessee
$297K – – –
EWA
2961
ERTS Wealth Advisors
Michigan
$297K +$2.73K +19 +1%
SC
2962
Solstein Capital
California
$297K +$43.7K +304 +18%
TCCM
2963
Timber Creek Capital Management
Massachusetts
$296K -$9.64K -67 -3%
DFA
2964
DHJJ Financial Advisors
Illinois
$296K +$7.05K +49 +3%
RFP
2965
Roth Financial Partners
Texas
$294K – – –
ECAM
2966
East Coast Asset Management
Massachusetts
$293K – – –
DGI
2967
Disciplined Growth Investors
Minnesota
$292K +$276K +1,915 New
FWP
2968
Firethorn Wealth Partners
Georgia
$291K +$1.15K +8 +0.4%
22CM
2969
20/20 Capital Management
California
$289K – – –
TC
2970
Tacita Capital
Ontario, Canada
$288K – – –
HKAM
2971
Horizon Kinetics Asset Management
New York
$287K -$102K -710 -27%
PS
2972
Planned Solutions
California
$287K +$124K +860 +84%
PHAM
2973
Palisades Hudson Asset Management
Florida
$286K +$23.9K +166 +10%
DC
2974
Derby & Company
Massachusetts
$285K – – –
EFL
2975
ERn Financial LLC
Wisconsin
$284K -$1.01K -7 -0.4%
117 118
119
120 121