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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
3001
Mainsail Financial Group
Washington
$780K +$66.7K +440 +10%
AIP
3002
Almanack Investment Partners
Pennsylvania
$779K -$2.42K -16 -0.3%
FP
3003
Fiduciary Planning
Florida
$779K -$730K -4,819 -51%
BOM
3004
Bank of Marin
California
$778K -$40.9K -270 -6%
LWM
3005
Liberty Wealth Management
California
$778K +$47.7K +315 +7%
EFM
3006
E Fund Management
China
$777K +$5K +33 +0.7%
SC
3007
Sierra Capital
Florida
$777K -$13.3K -88 -2%
VAS
3008
Vestmark Advisory Solutions
Massachusetts
$776K +$344K +2,267 +99%
KL
3009
KilterHowling LLC
Colorado
$774K -$9.7K -64 -1%
WDA
3010
Wendell David Associates
New Hampshire
$773K – – –
MIM
3011
Merrion Investment Management
New Jersey
$773K – – –
GC
3012
Garde Capital
Washington
$771K -$18.8K -124 -3%
WA
3013
Wealthstream Advisors
New York
$770K +$70.6K +466 +11%
RIS
3014
Retirement Income Solutions
Michigan
$770K +$5.46K +36 +0.8%
FPCG
3015
Forum Private Client Group
Indiana
$769K +$685K +4,520 New
MS
3016
Madden Securities
Texas
$769K -$455K -3,000 -40%
OLVIG
3017
Oliver Lagore Vanvalin Investment Group
Michigan
$767K -$606 -4 -0.1%
NRI
3018
NFP Retirement Inc
California
$767K +$29.6K +195 +5%
QFA
3019
Quantum Financial Advisors
California
$766K -$220K -1,449 -24%
PCI
3020
Planning Center Inc
Illinois
$765K +$2.12K +14 +0.3%
TI
3021
Truepoint Inc
Ohio
$763K -$1.52M -10,053 -69%
CWP
3022
Curated Wealth Partners
California
$761K -$152 -1 -0%
SDAM
3023
Shulman DeMeo Asset Management
New York
$761K +$25.5K +168 +4%
FC
3024
FCA Corp
Texas
$761K -$8.49K -56 -1%
ECM
3025
Elgethun Capital Management
South Dakota
$757K +$13.9K +92 +2%
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121
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