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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
3176
Wealthspan Partners
Iowa
$338K +$3.29K +26 +1%
WCWM
3177
Willow Creek Wealth Management
California
$338K -$83.9K -662 -21%
MAM
3178
Morse Asset Management
Connecticut
$338K -$80.3K -634 -20%
SIS
3179
Strategic Investment Solutions
Illinois
$337K +$307K +2,423 New
EW
3180
Enzi Wealth
Texas
$336K – – –
IF
3181
Integrity Financial
Wyoming
$336K -$1.52K -12 -0.5%
ACM
3182
Alethea Capital Management
Washington
$335K – – –
PC
3183
Permit Capital
Pennsylvania
$335K – – –
SC
3184
Schoolcraft Capital
Colorado
$335K +$317K +2,499 New
HWP
3185
Heritage Wealth Partners
Ohio
$335K +$314K +2,480 New
JCM
3186
Jag Capital Management
Missouri
$334K -$18.4K -145 -5%
LFS
3187
Legacy Financial Strategies
Kansas
$334K +$46.6K +368 +17%
FWMM
3188
Foundation Wealth Management (Missouri)
Missouri
$334K +$315K +2,489 New
HCP
3189
Holt Capital Partners
Texas
$334K – – –
CF
3190
Clarity Financial
Texas
$332K +$313K +2,474 New
NAG
3191
Northstar Advisory Group
New Jersey
$331K +$313K +2,472 New
CCA
3192
Conestoga Capital Advisors
Pennsylvania
$331K +$50.7K +400 +19%
AL
3193
Arnhold LLC
New York
$329K – – –
CCA
3194
Covey Capital Advisors
Georgia
$329K – – –
MAP
3195
Milestone Advisory Partners
North Carolina
$328K – – –
WA
3196
Wealth Advisors
California
$326K – – –
IFA
3197
Index Fund Advisors
California
$325K -$242K -1,913 -44%
MAM
3198
Marotta Asset Management
Virginia
$325K -$18.1K -143 -6%
BIG
3199
Builder Investment Group
Georgia
$325K +$307K +2,420 New
KC
3200
Kinloch Capital
Virginia
$323K – – –
126 127
128
129 130