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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
3101
Howard Wealth Management
Connecticut
$399K +$10.3K +75 +3%
MWPCG
3102
Measured Wealth Private Client Group
New Hampshire
$397K -$21.8K -159 -5%
GA
3103
Greenspring Advisors
Maryland
$394K +$415K +3,026 New
RFMS
3104
RWQ Financial Management Services
Florida
$393K -$2.65M -19,314 -86%
EA
3105
Emerald Advisors
Washington
$391K -$15.1K -110 -4%
PCM
3106
PAR Capital Management
Massachusetts
$391K +$206K +1,500 +100%
IFU
3107
iSAM Funds (UK)
United Kingdom
$390K +$410K +2,991 New
TC
3108
Trilogy Capital
California
$389K -$3.01K -22 -0.7%
WIA
3109
World Investment Advisors
California
$387K -$13K -95 -3%
HI
3110
Harrington Investments
California
$384K -$2.74K -20 -0.7%
BWA
3111
BlueSky Wealth Advisors
North Carolina
$383K +$5.07K +37 +1%
CAM
3112
Claret Asset Management
Quebec, Canada
$383K – – –
SC
3113
Schoolcraft Capital
Colorado
$383K +$60.1K +439 +18%
MPCL
3114
My Personal CFO LLC
Washington
$382K +$361K +2,636 +903%
SFWC
3115
Strategic Family Wealth Counselors
New Jersey
$381K +$1.51K +11 +0.4%
BW
3116
BIP Wealth
Georgia
$381K +$401K +2,925 New
AC
3117
Avenir Corporation
Virginia
$381K – – –
MCM
3118
Magnolia Capital Management
New York
$381K – – –
BDFN
3119
Bond & Devick Financial Network
Minnesota
$381K +$24K +175 +6%
SAM
3120
Sequent Asset Management
Texas
$380K +$274 +2 +0.1%
FWP
3121
Firethorn Wealth Partners
Georgia
$380K +$1.51K +11 +0.4%
TA
3122
TFB Advisors
Kansas
$380K +$21.6K +158 +6%
SF
3123
Symphony Financial
Texas
$378K +$11.8K +86 +3%
FA
3124
Fountainhead AM
New Jersey
$378K +$5.21K +38 +1%
ACM
3125
Advance Capital Management
Michigan
$378K +$17.1K +125 +5%
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