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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LL
4001
LPWM LLC
Minnesota
$228K – – –
RWM
4002
Revisor Wealth Management
Ohio
$227K +$227K +1,078 New
TCM
4003
Tradewinds Capital Management
Washington
$227K +$1.69K +8 +0.7%
LPP
4004
Life Planning Partners
Florida
$227K – – –
AC
4005
Annandale Capital
Texas
$227K – – –
W
4006
WPWealth
Texas
$227K -$22.3K -106 -9%
EFN
4007
Equita Financial Network
Pennsylvania
$226K +$225K +1,070 New
CPWM
4008
Cypress Point Wealth Management
Texas
$226K -$19.6K -93 -8%
IWP
4009
IAG Wealth Partners
Wisconsin
$226K – – –
CWMGP
4010
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$226K +$421 +2 +0.2%
EP
4011
EPIQ Partners
Minnesota
$225K – – –
NERM
4012
New England Research & Management
Illinois
$225K – – –
TPCM
4013
Templeton & Phillips Capital Management
Tennessee
$225K – – –
PA
4014
Parkside Advisors
California
$224K – – –
OCFG
4015
O'Connor Financial Group
Illinois
$224K +$2.11K +10 +0.9%
LSC
4016
Lesa Sroufe & Co
Washington
$224K – – –
RPA
4017
Rock Point Advisors
Vermont
$224K -$13.1K -62 -6%
NWWA
4018
New Wave Wealth Advisors
Arkansas
$223K – – –
SF
4019
SWP Financial
California
$223K +$6.11K +29 +3%
HOWA
4020
Heritage Oak Wealth Advisors
Florida
$223K +$223K +1,059 New
NOI
4021
Newton One Investments
Delaware
$223K +$1.26K +6 +0.6%
WAM
4022
WFA Asset Management
Wisconsin
$223K +$1.05K +5 +0.5%
EAM
4023
Everstar Asset Management
North Carolina
$222K +$222K +1,054 New
CFM
4024
Comprehensive Financial Management
California
$222K – – –
E3F
4025
Eight 31 Financial
Texas
$221K -$16K -76 -7%
159 160
161
162 163