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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCM
4651
Templeton & Phillips Capital Management
Tennessee
$313K – – –
RS
4652
Retirement Solution
Washington
$313K +$322K +1,062 New
TFA
4653
TPG Financial Advisors
Oregon
$312K -$43.1K -142 -12%
LSC
4654
Lesa Sroufe & Co
Washington
$312K – – –
JWM
4655
Jackson Wealth Management
Florida
$312K +$1.82K +6 +0.6%
UA
4656
URS Advisory
Florida
$312K +$18.2K +60 +6%
TFP
4657
TrueWealth Financial Partners
Washington
$312K +$322K +1,060 New
EIA
4658
Eastover Investment Advisors
North Carolina
$311K +$10.3K +34 +3%
NBWM
4659
North Berkeley Wealth Management
California
$311K +$92.6K +305 +41%
CFM
4660
Comprehensive Financial Management
California
$310K – – –
JWM
4661
Johnson Wealth Management
North Dakota
$308K -$6.07K -20 -2%
BBNB
4662
Baker Boyer National Bank
Washington
$307K – – –
PPP
4663
Prism Planning Partners
Illinois
$307K -$187K -615 -37%
MGAM
4664
McGowan Group Asset Management
Texas
$307K +$303 +1 +0.1%
AF
4665
AtlasMark Financial
Texas
$306K – – –
CJ
4666
Caitlin John
Michigan
$306K +$303K +1,000 +2,564%
PCMK
4667
Paragon Capital Management (Kansas)
Kansas
$305K -$14.9K -49 -5%
HA
4668
HFG Advisors
Ohio
$305K +$910 +3 +0.3%
AFO
4669
Arrowroot Family Office
California
$305K +$49.5K +163 +19%
CCP
4670
Clarkston Capital Partners
Michigan
$304K -$337K -1,111 -52%
SA
4671
Skyline Advisors
Washington
$303K – – –
MCIA
4672
Mountain Capital Investment Advisors
Colorado
$301K -$1.21K -4 -0.4%
CMF
4673
Counterpoint Mutual Funds
California
$299K +$309K +1,018 New
NHFG
4674
New Harbor Financial Group
Massachusetts
$299K -$51.3K -169 -14%
BWG
4675
Balanced Wealth Group
Ohio
$299K +$19.4K +64 +7%
185 186
187
188 189