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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
3351
Arcadia Investment Management
Michigan
$254K -$7.4K -54 -3%
MM
3352
MQS Management
New York
$253K +$266K +1,938 New
LIA
3353
Luken Investment Analytics
Tennessee
$252K – – –
AWM
3354
Adams Wealth Management
Utah
$251K -$548 -4 -0.2%
VBFG
3355
Vishria Bird Financial Group
Tennessee
$251K – – –
PW
3356
Peninsula Wealth
California
$250K +$17.8K +130 +7%
BFWA
3357
Benchmark Financial Wealth Advisors
Florida
$250K +$1.51K +11 +0.6%
ECAM
3358
East Coast Asset Management
Massachusetts
$249K – – –
RWMG
3359
Redwood Wealth Management Group
New Jersey
$249K +$137 +1 +0.1%
BCM
3360
Brainard Capital Management
Texas
$248K +$274 +2 +0.1%
BEW
3361
Burton Enright Welch
California
$247K -$1.64K -12 -0.6%
SC
3362
Schiavi & Co
Delaware
$247K +$260K +1,897 New
SCM
3363
Sebold Capital Management
Illinois
$247K +$8.08K +59 +3%
BBW
3364
Blue Barn Wealth
Utah
$247K +$49.5K +361 +24%
DFA
3365
DHJJ Financial Advisors
Illinois
$247K -$274 -2 -0.1%
PFG
3366
Pinnacle Financial Group
Illinois
$245K +$7.54K +55 +3%
F
3367
Fithian
New York
$245K – – –
WCM
3368
Wallace Capital Management
Texas
$245K -$17.1K -125 -6%
EA
3369
Echo45 Advisors
California
$244K +$8.22K +60 +3%
APS
3370
American Planning Services
Florida
$244K +$256K +1,869 New
SHWM
3371
Smith & Howard Wealth Management
Georgia
$244K -$6.85K -50 -3%
MCM
3372
McDonough Capital Management
Florida
$244K +$48.5K +354 +23%
CTFG
3373
Capstone Triton Financial Group
Oklahoma
$243K +$256K +1,867 New
SCA
3374
Southern Capital Advisors
Tennessee
$243K +$255K +1,862 New
CWM
3375
Cherrydale Wealth Management
New Jersey
$242K +$13.2K +96 +5%
133 134
135
136 137