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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
4376
Demars Financial Group
Washington
$313K +$275K +1,078 New
NOI
4377
Newton One Investments
Delaware
$312K +$1.53K +6 +0.6%
STFP
4378
Signal Tree Financial Partners
Ohio
$311K -$8.42K -33 -3%
CC
4379
Capstone Capital
Nevada
$311K – – –
AFO
4380
Arrowroot Family Office
California
$310K +$273K +1,069 New
EP
4381
EPIQ Partners
Minnesota
$310K – – –
4WM
4382
4J Wealth Management
Virginia
$310K +$1.28K +5 +0.5%
BBNB
4383
Baker Boyer National Bank
Washington
$309K – – –
TPCM
4384
Templeton & Phillips Capital Management
Tennessee
$309K – – –
PA
4385
Parkside Advisors
California
$308K – – –
SCM
4386
Sebold Capital Management
Illinois
$308K -$5.36K -21 -2%
LSC
4387
Lesa Sroufe & Co
Washington
$308K – – –
PI
4388
Pachira Investments
California
$307K +$53.1K +208 +24%
LL
4389
LPWM LLC
Minnesota
$307K – – –
PS
4390
Pinney & Scofield
Massachusetts
$307K +$12.5K +49 +5%
BA
4391
Bellwether Advisors
Nebraska
$306K -$6.63K -26 -2%
OWA
4392
ORBA Wealth Advisors
Illinois
$305K -$1.66M -6,488 -86%
HBS
4393
Howard Bailey Securities
Indiana
$305K -$104K -406 -28%
CFM
4394
Comprehensive Financial Management
California
$305K – – –
BAS
4395
Brueske Advisory Services
Washington
$305K +$2.81K +11 +1%
WOSD
4396
WFA of San Diego
California
$304K +$268K +1,050 New
PP
4397
PFS Partners
New Jersey
$304K +$24.2K +95 +10%
PSP
4398
Pacific Sage Partners
Washington
$304K +$7.14K +28 +3%
MCIA
4399
Mountain Capital Investment Advisors
Colorado
$303K -$14.5K -57 -5%
SL
4400
SFM LLC
New Hampshire
$303K +$18.6K +73 +8%
174 175
176
177 178