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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GSIS
3376
Global Strategic Investment Solutions
Arizona
$238K +$225K +1,774 New
RCM
3377
Rain Capital Management
Oregon
$237K +$224K +1,767 New
CWM
3378
Cherrydale Wealth Management
New Jersey
$237K +$224K +1,765 New
SPWM
3379
Spartan Planning & Wealth Management
North Carolina
$236K +$223K +1,758 New
WPWM
3380
Western Pacific Wealth Management
Illinois
$235K +$65.9K +520 +42%
E
3381
Ergoteles
New York
$235K -$1.45M -11,456 -87%
MSFP
3382
Mark Sheptoff Financial Planning
Connecticut
$233K – – –
BCMLT
3383
Beacon Capital Management LLC (Tennessee)
Tennessee
$233K +$71.2K +562 +48%
BFG
3384
Baron Financial Group
New Jersey
$232K +$219K +1,730 New
TFP
3385
Triune Financial Partners
Kansas
$232K +$219K +1,729 New
TWM
3386
TMD Wealth Management
Arizona
$231K +$219K +1,725 New
FWSM
3387
First Wilshire Securities Management
California
$231K +$218K +1,719 New
WMWM
3388
Whitaker-Myers Wealth Managers
Ohio
$231K +$218K +1,722 New
BWP
3389
Bernardo Wealth Planning
Pennsylvania
$230K -$17.7K -140 -8%
WA
3390
Waterford Advisors
New York
$230K +$218K +1,717 New
WFC
3391
Western Financial Corp
California
$230K +$217K +1,713 New
SWA
3392
Strata Wealth Advisors
Texas
$230K +$217K +1,713 New
MF
3393
Manchester Financial
California
$229K +$217K +1,711 New
LA
3394
Lakeside Advisors
Washington
$228K +$216K +1,702 New
GSC
3395
G&S Capital
Colorado
$228K +$216K +1,702 New
AWM
3396
Alterna Wealth Management
Texas
$228K +$215K +1,700 New
GCWM
3397
Graham Capital Wealth Management
District of Columbia
$227K +$215K +1,696 New
CFAM
3398
Coury Firm Asset Management
Pennsylvania
$227K +$215K +1,694 New
MPW
3399
MGO Private Wealth
California
$227K +$215K +1,694 New
BWA
3400
Beam Wealth Advisors
Louisiana
$227K +$215K +1,694 New
134 135
136
137 138