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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
4351
TABR Capital Management
California
$257K +$249K +1,070 New
RRCM
4352
Rappaport Reiches Capital Management
Illinois
$256K +$9.08K +39 +4%
EP
4353
EPIQ Partners
Minnesota
$256K – – –
TPCM
4354
Templeton & Phillips Capital Management
Tennessee
$255K – – –
NOI
4355
Newton One Investments
Delaware
$255K +$1.4K +6 +0.6%
WAM
4356
WFA Asset Management
Wisconsin
$255K +$1.4K +6 +0.6%
PA
4357
Parkside Advisors
California
$255K – – –
NERM
4358
New England Research & Management
Illinois
$255K – – –
OCFG
4359
O'Connor Financial Group
Illinois
$255K – – –
LPP
4360
Life Planning Partners
Florida
$255K -$3.49K -15 -1%
SF
4361
SWP Financial
California
$254K – – –
ECAM
4362
East Coast Asset Management
Massachusetts
$253K -$23.3K -100 -9%
OWM
4363
Opes Wealth Management
California
$253K +$246K +1,056 New
HWA
4364
Hilltop Wealth Advisors
North Carolina
$253K -$35.6K -153 -13%
CFM
4365
Comprehensive Financial Management
California
$252K – – –
RIS
4366
Richmond Investment Services
Wisconsin
$252K +$245K +1,050 New
PIWA
4367
Prevail Innovative Wealth Advisors
Kansas
$252K -$23.3K -100 -9%
GC
4368
GatePass Capital
Ohio
$251K +$244K +1,049 New
ZRP
4369
Zynergy Retirement Planning
New Jersey
$251K – – –
HI
4370
Human Investing
Oregon
$250K -$12.3K -53 -5%
WFA
4371
Wade Financial Advisory
California
$250K – – –
VAM
4372
Verity Asset Management
North Carolina
$250K +$1.63K +7 +0.5%
BAS
4373
Brueske Advisory Services
Washington
$250K +$243K +1,043 New
LKIM
4374
Lawson Kroeker Investment Management
Nebraska
$250K -$116K -500 -32%
JWM
4375
Jupiter Wealth Management
Colorado
$250K +$109K +468 +82%
173 174
175
176 177