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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LPWM
2351
Lake Point Wealth Management
Texas
$351K – – –
SFS
2352
Summit Financial Strategies
Ohio
$350K -$23.3K -211 -6%
OFS
2353
OneAscent Financial Services
Alabama
$349K +$345K +3,125 New
JC
2354
Jentner Corp
Ohio
$347K -$12.3K -112 -3%
PEA
2355
Pacific Edge Advisors
California
$346K -$137K -1,244 -29%
UC
2356
Unio Capital
New Jersey
$346K -$66.2K -600 -16%
BWCS
2357
Beirne Wealth Consulting Services
Connecticut
$345K -$445K -4,036 -57%
FAM
2358
Flaharty Asset Management
Florida
$345K -$168K -1,528 -33%
IWS
2359
Insight Wealth Strategies
California
$344K +$2.31K +21 +0.7%
WI
2360
WrapManager Inc
California
$344K +$31.2K +283 +10%
SNB
2361
Security National Bank
Nebraska
$343K – – –
HIM
2362
Hanlon Investment Management
New Jersey
$343K +$2.43K +22 +0.7%
FSC
2363
Full Sail Capital
Oklahoma
$342K -$45.8K -415 -12%
SVCP
2364
Silicon Valley Capital Partners
California
$341K -$8.05K -73 -2%
GSC
2365
G&S Capital
Colorado
$338K – – –
PAG
2366
Pinnacle Advisory Group
Maryland
$337K +$3.86K +35 +1%
EP
2367
Elkhorn Partners
Nebraska
$335K – – –
OKSA
2368
O'Keefe Stevens Advisory
New York
$335K – – –
SIG
2369
Sky Investment Group
Connecticut
$335K +$22.1K +200 +7%
CFC
2370
Coyle Financial Counsel
Illinois
$335K +$331K +3,000 New
HC
2371
Hourglass Capital
Texas
$333K – – –
MSFP
2372
Mark Sheptoff Financial Planning
Connecticut
$333K +$66.5K +603 +25%
SG
2373
Strid Group
Pennsylvania
$332K – – –
NAM
2374
NorthCoast Asset Management
Connecticut
$332K +$327K +2,969 New
VCM
2375
Violich Capital Management
California
$331K -$40.4K -366 -11%
93 94
95
96 97