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JPMorgan Chase
JPM

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