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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
3026
Detalus Advisors
Missouri
$271K -$127K -808 -32%
AAIM
3027
Asset Advisors Investment Management
Georgia
$271K – – –
TWM
3028
TMD Wealth Management
Arizona
$271K – – –
BFG
3029
Baron Financial Group
New Jersey
$270K -$15.7K -100 -5%
SA
3030
Shilanski & Associates
Alaska
$268K -$471 -3 -0.2%
ICM
3031
Intrepid Capital Management
Florida
$268K – – –
LFS
3032
Legacy Financial Strategies
Kansas
$268K – – –
FWSM
3033
First Wilshire Securities Management
California
$267K -$105K -668 -28%
TWP
3034
Tower Wealth Partners
Pennsylvania
$267K – – –
KC
3035
Kinloch Capital
Virginia
$267K +$270K +1,717 New
RC
3036
Rinet Company
Massachusetts
$265K +$1.73K +11 +0.7%
SWP
3037
Summit Wealth Partners
Florida
$260K – – –
TFP
3038
Triune Financial Partners
Kansas
$260K +$263K +1,673 New
SBWIC
3039
Schaper Benz & Wise Investment Counsel
Wisconsin
$258K -$6.28K -40 -2%
ZF
3040
Zhang Financial
Michigan
$258K +$260K +1,656 New
BFM
3041
Boothbay Fund Management
New York
$257K +$2.04K +13 +0.8%
TCM
3042
Tuttle Capital Management
Connecticut
$256K -$637K -4,054 -71%
HFM
3043
Harvest Fund Management
China
$255K – – –
CPC
3044
Cookson Peirce & Co
Pennsylvania
$252K -$10.7K -68 -4%
KC
3045
Kingfisher Capital
North Carolina
$251K +$628 +4 +0.2%
HC
3046
Hoese & Co
Minnesota
$251K +$5.5K +35 +2%
BWA
3047
BlueSky Wealth Advisors
North Carolina
$251K +$48.7K +310 +24%
NCP
3048
NexWave Capital Partners
New York
$250K -$11K -70 -4%
RQS
3049
Ramsey Quantitative Systems
Kentucky
$250K +$253K +1,610 New
HCM
3050
Horiko Capital Management
New York
$249K -$644K -4,100 -72%
120 121
122
123 124