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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
STFP
4376
Signal Tree Financial Partners
Ohio
$311K -$8.42K -33 -3%
CC
4377
Capstone Capital
Nevada
$311K – – –
AFO
4378
Arrowroot Family Office
California
$310K +$273K +1,069 New
EP
4379
EPIQ Partners
Minnesota
$310K – – –
4WM
4380
4J Wealth Management
Virginia
$310K +$1.28K +5 +0.5%
BBNB
4381
Baker Boyer National Bank
Washington
$309K – – –
TPCM
4382
Templeton & Phillips Capital Management
Tennessee
$309K – – –
PA
4383
Parkside Advisors
California
$308K – – –
SCM
4384
Sebold Capital Management
Illinois
$308K -$5.36K -21 -2%
LSC
4385
Lesa Sroufe & Co
Washington
$308K – – –
PI
4386
Pachira Investments
California
$307K +$53.1K +208 +24%
LL
4387
LPWM LLC
Minnesota
$307K – – –
PS
4388
Pinney & Scofield
Massachusetts
$307K +$12.5K +49 +5%
BA
4389
Bellwether Advisors
Nebraska
$306K -$6.63K -26 -2%
OWA
4390
ORBA Wealth Advisors
Illinois
$305K -$1.66M -6,488 -86%
HBS
4391
Howard Bailey Securities
Indiana
$305K -$104K -406 -28%
CFM
4392
Comprehensive Financial Management
California
$305K – – –
BAS
4393
Brueske Advisory Services
Washington
$305K +$2.81K +11 +1%
WOSD
4394
WFA of San Diego
California
$304K +$268K +1,050 New
PP
4395
PFS Partners
New Jersey
$304K +$24.2K +95 +10%
PSP
4396
Pacific Sage Partners
Washington
$304K +$7.14K +28 +3%
MCIA
4397
Mountain Capital Investment Advisors
Colorado
$303K -$14.5K -57 -5%
SL
4398
SFM LLC
New Hampshire
$303K +$18.6K +73 +8%
CCA
4399
Conservest Capital Advisors
Pennsylvania
$303K +$28.6K +112 +12%
SHIM
4400
Stone House Investment Management
Pennsylvania
$303K -$68.4K -268 -20%
174 175
176
177 178