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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
4626
Ellis Investment Partners
Pennsylvania
$318K +$138K +455 +73%
ACM
4627
Aurdan Capital Management
Pennsylvania
$318K +$10.9K +36 +3%
SFSG
4628
Sound Financial Strategies Group
Mississippi
$317K +$327K +1,079 New
PA
4629
Prossimo Advisors
California
$317K +$3.34K +11 +1%
LFG
4630
Lockerman Financial Group
California
$316K +$8.19K +27 +3%
VWM
4631
Verus Wealth Management
Wisconsin
$315K -$303 -1 -0.1%
NLA
4632
Northern Lights Advisors
Washington
$315K +$21.9K +72 +7%
SIM
4633
Synergy Investment Management
Florida
$314K +$29.4K +97 +10%
EP
4634
EPIQ Partners
Minnesota
$314K – – –
TPCM
4635
Templeton & Phillips Capital Management
Tennessee
$313K – – –
RS
4636
Retirement Solution
Washington
$313K +$322K +1,062 New
TFA
4637
TPG Financial Advisors
Oregon
$312K -$43.1K -142 -12%
LSC
4638
Lesa Sroufe & Co
Washington
$312K – – –
JWM
4639
Jackson Wealth Management
Florida
$312K +$1.82K +6 +0.6%
UA
4640
URS Advisory
Florida
$312K +$18.2K +60 +6%
TFP
4641
TrueWealth Financial Partners
Washington
$312K +$322K +1,060 New
EIA
4642
Eastover Investment Advisors
North Carolina
$311K +$10.3K +34 +3%
NBWM
4643
North Berkeley Wealth Management
California
$311K +$92.6K +305 +41%
CFM
4644
Comprehensive Financial Management
California
$310K – – –
JWM
4645
Johnson Wealth Management
North Dakota
$308K -$6.07K -20 -2%
BBNB
4646
Baker Boyer National Bank
Washington
$307K – – –
PPP
4647
Prism Planning Partners
Illinois
$307K -$187K -615 -37%
MGAM
4648
McGowan Group Asset Management
Texas
$307K +$303 +1 +0.1%
AF
4649
AtlasMark Financial
Texas
$306K – – –
CJ
4650
Caitlin John
Michigan
$306K +$303K +1,000 +2,564%
184 185
186
187 188