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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CMS
3551
Capital Market Strategies
Florida
$213K -$22.9K -153 -9%
EIP
3552
Ellis Investment Partners
Pennsylvania
$212K +$1.2K +8 +0.5%
KL
3553
KWMG LLC
Kansas
$212K – – –
QCIG
3554
Quad-Cities Investment Group
Iowa
$212K +$4.35K +29 +2%
AA
3555
AlphaMark Advisors
Kentucky
$212K – – –
FCC
3556
Flower City Capital
New York
$212K – – –
SFP
3557
Sterling Financial Planning
New Jersey
$211K -$2.7K -18 -1%
MAM
3558
Morse Asset Management
Connecticut
$211K +$218K +1,457 New
PWA
3559
Provenance Wealth Advisors
Florida
$211K +$218K +1,454 New
BCM
3560
Basso Capital Management
Connecticut
$210K – – –
GWAG
3561
Garrett Wealth Advisory Group
Texas
$210K +$217K +1,449 New
HF
3562
Halpern Financial
Virginia
$210K +$18.9K +126 +10%
ARIS
3563
Advanced Research Investment Solutions
California
$210K +$217K +1,446 New
PCMK
3564
Paragon Capital Management (Kansas)
Kansas
$209K -$15.3K -102 -7%
JPLA
3565
Joseph P. Lucia & Associates
New York
$209K – – –
IWN
3566
Independent Wealth Network
Iowa
$209K -$139K -927 -39%
DWMG
3567
DB Wealth Management Group
California
$209K – – –
PP
3568
PrairieView Partners
Minnesota
$208K +$300 +2 +0.1%
IIC
3569
Ironwood Investment Counsel
Arizona
$208K +$572K +3,817 +16%
VSQM
3570
V-Square Quantitative Management
Illinois
$208K +$215K +1,431 New
BHWM
3571
Beaird Harris Wealth Management
Texas
$207K +$1.95K +13 +0.9%
PWA
3572
Peterson Wealth Advisors
Utah
$206K +$3.45K +23 +2%
RFP
3573
Roth Financial Partners
Texas
$206K -$32.8K -219 -13%
HIM
3574
Hanlon Investment Management
New Jersey
$206K +$213K +1,422 New
WHCI
3575
W.H. Cornerstone Investments
Massachusetts
$206K +$213K +1,420 New
141 142
143
144 145