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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LD
3001
Lipe & Dalton
New York
$267K -$23K -160 -8%
PA
3002
Parkside Advisors
California
$267K – – –
WCM
3003
Wallace Capital Management
Texas
$267K – – –
GB
3004
Goepper Burkhardt
South Carolina
$267K +$15.3K +106 +6%
FDS
3005
Freedom Day Solutions
Texas
$266K -$3.88K -27 -2%
KPWG
3006
KFA Private Wealth Group
Virginia
$266K +$252K +1,749 New
TIM
3007
Total Investment Management
Arizona
$265K -$75.5K -525 -15%
TWM
3008
TMD Wealth Management
Arizona
$265K – – –
ICM
3009
Intrepid Capital Management
Florida
$263K -$1.58K -11 -0.6%
WFA
3010
Wellspring Financial Advisors
Ohio
$263K +$115K +800 +38%
SA
3011
Shilanski & Associates
Alaska
$262K -$483K -3,354 -66%
SWMG
3012
Strategic Wealth Management Group
Maryland
$262K -$19.7K -137 -7%
TWP
3013
Tower Wealth Partners
Pennsylvania
$262K -$18K -125 -7%
LFS
3014
Legacy Financial Strategies
Kansas
$262K – – –
CYG
3015
Clean Yield Group
Vermont
$261K -$7.19K -50 -3%
EWF
3016
Epstein & White Financial
California
$261K +$245K +1,700 New
SF
3017
Symphony Financial
Texas
$261K +$246K +1,709 New
KIM
3018
Karpus Investment Management
New York
$260K +$246K +1,709 New
SIS
3019
Sound Income Strategies
Florida
$259K -$176K -1,223 -42%
SBWIC
3020
Schaper Benz & Wise Investment Counsel
Wisconsin
$259K -$15.5K -108 -6%
BWM
3021
BCS Wealth Management
Tennessee
$259K +$8.2K +57 +3%
RC
3022
Rinet Company
Massachusetts
$258K +$243K +1,692 New
CPC
3023
Cookson Peirce & Co
Pennsylvania
$257K +$243K +1,688 New
CCP
3024
Clarkston Capital Partners
Michigan
$257K +$243K +1,690 New
NCP
3025
NexWave Capital Partners
New York
$256K +$242K +1,680 New
119 120
121
122 123