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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NERM
4351
New England Research & Management
Illinois
$344K – – –
I
4352
IMPACTfolio
Colorado
$344K +$324K +1,089 New
SA
4353
Skyline Advisors
Washington
$343K – – –
NOI
4354
Newton One Investments
Delaware
$341K +$1.49K +5 +0.5%
BIM
4355
Bullseye Investment Management
Ohio
$341K – – –
RWS
4356
Rochester Wealth Strategies
Michigan
$340K +$50.6K +170 +19%
EP
4357
EPIQ Partners
Minnesota
$337K – – –
TPCM
4358
Templeton & Phillips Capital Management
Tennessee
$336K – – –
JBI
4359
John Boyer Inc
Florida
$336K +$316K +1,063 New
LSC
4360
Lesa Sroufe & Co
Washington
$335K – – –
DA
4361
Dash Acquisitions
California
$335K +$24.1K +81 +8%
TCM
4362
TD Capital Management
Tennessee
$335K -$9.52K -32 -3%
SPAS
4363
Spectrum Planning & Advisory Services
California
$334K +$8.92K +30 +3%
AWM
4364
Alterna Wealth Management
Texas
$334K -$275K -925 -47%
LL
4365
LPWM LLC
Minnesota
$334K – – –
PS
4366
Pinney & Scofield
Massachusetts
$334K – – –
DWM
4367
Daner Wealth Management
Georgia
$334K +$52.3K +176 +19%
STFP
4368
Signal Tree Financial Partners
Ohio
$333K – – –
QWM
4369
Quaker Wealth Management
New Jersey
$333K -$42.5K -143 -12%
MGAM
4370
McGowan Group Asset Management
Texas
$333K -$177K -594 -36%
CFM
4371
Comprehensive Financial Management
California
$332K – – –
OWA
4372
ORBA Wealth Advisors
Illinois
$332K – – –
CMTU
4373
Capital Markets Trading (UK)
United Kingdom
$331K +$312K +1,050 New
PA
4374
Prossimo Advisors
California
$331K -$2.31M -7,782 -88%
SFM
4375
Stack Financial Management
Montana
$330K -$13.4K -45 -4%
173 174
175
176 177