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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
JSA
3451
Jacobson & Schmitt Advisors
Wisconsin
$212K +$223K +1,624 New
RCM
3452
Rain Capital Management
Oregon
$212K -$19.6K -143 -8%
JFG
3453
JMG Financial Group
Illinois
$211K -$9.04K -66 -4%
AMG
3454
Asset Management Group
Connecticut
$211K +$1.64K +12 +0.7%
WJA
3455
Willis Johnson & Associates
Texas
$211K +$14.1K +103 +7%
TLA
3456
Tanglewood Legacy Advisors
Texas
$210K – – –
PCMK
3457
Paragon Capital Management (Kansas)
Kansas
$210K +$221K +1,613 New
LD
3458
Lipe & Dalton
New York
$210K -$8.91K -65 -4%
LFS
3459
Lutz Financial Services
Nebraska
$209K +$13.7K +100 +7%
SSC
3460
Syverson Strege & Co
Iowa
$209K +$137 +1 +0.1%
GCWM
3461
Graham Capital Wealth Management
District of Columbia
$209K -$12.5K -91 -5%
BFS
3462
Baskin Financial Services
Ontario, Canada
$209K -$36.3K -265 -14%
AL
3463
ACAS LLC
California
$209K +$4.8K +35 +2%
FZCM
3464
Flynn Zito Capital Management
New York
$209K -$3.29K -24 -1%
RA
3465
Rise Advisors
New York
$208K -$80.8K -590 -27%
LFGO
3466
Legacy Financial Group (Oklahoma)
Oklahoma
$208K -$137 -1 -0.1%
KCM
3467
Kendall Capital Management
Maryland
$208K -$3.56K -26 -2%
W
3468
WorthPointe
California
$208K +$218K +1,594 New
HC
3469
Hoese & Co
Minnesota
$208K – – –
RCA
3470
Riverview Capital Advisers
Massachusetts
$207K – – –
WSWA
3471
Warren Street Wealth Advisors
California
$207K +$217K +1,587 New
SCA
3472
Sage Capital Advisors
South Dakota
$207K +$1.23K +9 +0.6%
BMD
3473
Better Money Decisions
New Mexico
$206K – – –
TWA
3474
Tandem Wealth Advisors
Arizona
$205K -$3.56K -26 -2%
IPW
3475
IronBridge Private Wealth
Texas
$205K -$75.6K -552 -26%
137 138
139
140 141