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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
3001
Tradewinds Capital Management
Washington
$279K -$3.14K -20 -1%
FDS
3002
Freedom Day Solutions
Texas
$279K +$7.38K +47 +3%
CIM
3003
Confluence Investment Management
Missouri
$278K -$198K -1,263 -41%
BWCS
3004
Beirne Wealth Consulting Services
Connecticut
$277K – – –
SAF
3005
Smith Anglin Financial
Texas
$276K -$2.36K -15 -0.8%
T
3006
TOBAM
France
$275K +$66.9K +426 +32%
TCOK
3007
Trust Company of Kansas
Kansas
$275K +$278K +1,767 New
BWM
3008
BCS Wealth Management
Tennessee
$274K +$9.42K +60 +4%
LD
3009
Lipe & Dalton
New York
$273K – – –
PA
3010
Parkside Advisors
California
$273K – – –
WCM
3011
Wallace Capital Management
Texas
$273K – – –
GB
3012
Goepper Burkhardt
South Carolina
$273K +$157 +1 +0.1%
TWP
3013
Treybourne Wealth Planners
Indiana
$273K +$39.3K +250 +17%
HIM
3014
Hanlon Investment Management
New Jersey
$272K -$7.54K -48 -3%
CYG
3015
Clean Yield Group
Vermont
$272K +$5.5K +35 +2%
SWP
3016
ShoreHaven Wealth Partners
New Jersey
$271K -$176K -1,123 -39%
DA
3017
Detalus Advisors
Missouri
$271K -$127K -808 -32%
AAIM
3018
Asset Advisors Investment Management
Georgia
$271K – – –
TWM
3019
TMD Wealth Management
Arizona
$271K – – –
BFG
3020
Baron Financial Group
New Jersey
$270K -$15.7K -100 -5%
SA
3021
Shilanski & Associates
Alaska
$268K -$471 -3 -0.2%
ICM
3022
Intrepid Capital Management
Florida
$268K – – –
LFS
3023
Legacy Financial Strategies
Kansas
$268K – – –
FWSM
3024
First Wilshire Securities Management
California
$267K -$105K -668 -28%
TWP
3025
Tower Wealth Partners
Pennsylvania
$267K – – –
119 120
121
122 123