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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KC
3026
Kinloch Capital
Virginia
$267K +$270K +1,717 New
RC
3027
Rinet Company
Massachusetts
$265K +$1.73K +11 +0.7%
SWP
3028
Summit Wealth Partners
Florida
$260K – – –
TFP
3029
Triune Financial Partners
Kansas
$260K +$263K +1,673 New
SBWIC
3030
Schaper Benz & Wise Investment Counsel
Wisconsin
$258K -$6.28K -40 -2%
ZF
3031
Zhang Financial
Michigan
$258K +$260K +1,656 New
BFM
3032
Boothbay Fund Management
New York
$257K +$2.04K +13 +0.8%
TCM
3033
Tuttle Capital Management
Connecticut
$256K -$637K -4,054 -71%
HFM
3034
Harvest Fund Management
China
$255K – – –
CPC
3035
Cookson Peirce & Co
Pennsylvania
$252K -$10.7K -68 -4%
KC
3036
Kingfisher Capital
North Carolina
$251K +$628 +4 +0.2%
HC
3037
Hoese & Co
Minnesota
$251K +$5.5K +35 +2%
BWA
3038
BlueSky Wealth Advisors
North Carolina
$251K +$48.7K +310 +24%
NCP
3039
NexWave Capital Partners
New York
$250K -$11K -70 -4%
RQS
3040
Ramsey Quantitative Systems
Kentucky
$250K +$253K +1,610 New
HCM
3041
Horiko Capital Management
New York
$249K -$644K -4,100 -72%
AF
3042
Apexium Financial
Texas
$249K -$2.2K -14 -0.9%
MGIA
3043
Matthew Goff Investment Advisor
Texas
$249K -$628 -4 -0.2%
LFASL
3044
Lugano Financial Advisors SA (LFA)
Switzerland
$249K – – –
SFWC
3045
Strategic Family Wealth Counselors
New Jersey
$249K – – –
AG
3046
Algert Global
California
$248K -$74K -471 -23%
TCCM
3047
Timber Creek Capital Management
Massachusetts
$248K -$55K -350 -18%
MPW
3048
MA Private Wealth
California
$247K +$942 +6 +0.4%
FEM
3049
Fulcrum Equity Management
Texas
$246K +$248K +1,580 New
OBWP
3050
O'Brien Wealth Partners
Massachusetts
$243K -$92.3K -588 -27%
120 121
122
123 124