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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCM
4676
Templeton & Phillips Capital Management
Tennessee
$349K – – –
LFG
4677
Lockerman Financial Group
California
$348K -$3.42K -11 -1%
CFO
4678
Custos Family Office
Texas
$348K -$183K -589 -36%
NBWM
4679
North Berkeley Wealth Management
California
$348K +$1.86K +6 +0.6%
TFA
4680
TPG Financial Advisors
Oregon
$348K – – –
LSC
4681
Lesa Sroufe & Co
Washington
$347K – – –
CIS
4682
Continental Investors Services
Washington
$347K +$49.4K +159 +20%
I
4683
IMPACTfolio
Colorado
$347K -$9.32K -30 -3%
PAS
4684
Parsonex Advisory Services
Colorado
$347K -$153K -492 -32%
AV
4685
Aspiring Ventures
Ohio
$346K +$15.5K +50 +5%
CFM
4686
Comprehensive Financial Management
California
$345K – – –
HIA
4687
Highland Investment Advisors
Florida
$344K +$326K +1,051 New
CFP
4688
Curran Financial Partners
South Carolina
$343K -$76.1K -245 -19%
BBNB
4689
Baker Boyer National Bank
Washington
$342K – – –
BFS
4690
Beacon Financial Strategies
North Carolina
$342K +$57.8K +186 +22%
PPP
4691
Prism Planning Partners
Illinois
$342K – – –
EIP
4692
Ellis Investment Partners
Pennsylvania
$341K -$12.1K -39 -4%
NWA
4693
Northwest Wealth Advisors
Washington
$341K +$39.1K +126 +14%
MGAM
4694
McGowan Group Asset Management
Texas
$341K -$311 -1 -0.1%
AIA
4695
Alternative Investment Advisors
Florida
$341K +$22.7K +73 +8%
FIC
4696
Family Investment Center
Missouri
$341K -$25.8K -83 -7%
OC
4697
OceanIQ Capital
California
$338K +$290K +934 New
SM
4698
Sciencast Management
New Jersey
$336K -$2.67M -8,599 -89%
PCMK
4699
Paragon Capital Management (Kansas)
Kansas
$335K -$4.66K -15 -1%
AWMS
4700
Advocacy Wealth Management Services
Georgia
$334K +$54K +174 +21%
186 187
188
189 190