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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3001
BCS Wealth Management
Tennessee
$292K +$3.61K +23 +1%
MWA
3002
Motive Wealth Advisors
Michigan
$291K +$41.9K +267 +18%
OWA
3003
Opal Wealth Advisors
New York
$290K -$8.78K -56 -3%
TWP
3004
Tower Wealth Partners
Pennsylvania
$290K +$8.62K +55 +3%
SHWM
3005
Smith & Howard Wealth Management
Georgia
$290K +$277K +1,769 New
GB
3006
Goepper Burkhardt
South Carolina
$287K – – –
LD
3007
Lipe & Dalton
New York
$287K – – –
PA
3008
Parkside Advisors
California
$287K – – –
DA
3009
Detalus Advisors
Missouri
$285K – – –
TWM
3010
TMD Wealth Management
Arizona
$285K – – –
AAIM
3011
Asset Advisors Investment Management
Georgia
$285K +$314 +2 +0.1%
BFG
3012
Baron Financial Group
New Jersey
$284K – – –
SAF
3013
Smith Anglin Financial
Texas
$284K -$5.8K -37 -2%
ICM
3014
Intrepid Capital Management
Florida
$284K +$2.04K +13 +0.8%
LFS
3015
Legacy Financial Strategies
Kansas
$283K +$1.25K +8 +0.5%
FWSM
3016
First Wilshire Securities Management
California
$281K +$314 +2 +0.1%
SWP
3017
ShoreHaven Wealth Partners
New Jersey
$280K -$5.17K -33 -2%
TC
3018
Tatro Capital
Kentucky
$279K -$255K -1,625 -49%
WCM
3019
Wallace Capital Management
Texas
$279K -$7.84K -50 -3%
EA
3020
Ellsworth Advisors
Ohio
$278K -$22.4K -143 -8%
SA
3021
Shilanski & Associates
Alaska
$278K -$3.61K -23 -1%
AC
3022
AlphaCore Capital
California
$277K +$265K +1,691 New
SWP
3023
Summit Wealth Partners
Florida
$276K +$2.35K +15 +0.9%
KPWG
3024
KFA Private Wealth Group
Virginia
$275K -$32.8K -209 -11%
SBWIC
3025
Schaper Benz & Wise Investment Counsel
Wisconsin
$273K +$1.25K +8 +0.5%
119 120
121
122 123