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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
E
3426
ETFidea
New York
$266K – – –
HSG
3427
Helen Stephens Group
Texas
$266K +$3.15K +21 +1%
SWMG
3428
Sanchez Wealth Management Group
Florida
$266K +$2.7K +18 +1%
LGWM
3429
Litman Gregory Wealth Management
California
$266K +$275K +1,834 New
SSW
3430
Smith Shellnut Wilson
Mississippi
$266K – – –
AIFAIM
3431
American Institute for Advanced Investment Management
Arizona
$265K -$2.25K -15 -1%
RWM
3432
Ruedi Wealth Management
Illinois
$265K -$57.6K -384 -17%
AAM
3433
Ameraudi Asset Management
New York
$263K – – –
VLC
3434
Van Leeuwen & Company
New Jersey
$262K +$1.65K +11 +0.6%
FWI
3435
Facet Wealth Inc
Maryland
$262K +$283K +1,885 New
B
3436
Barings
North Carolina
$260K -$186K -1,244 -41%
JFG
3437
JMG Financial Group
Illinois
$259K +$50.2K +335 +23%
CCIA
3438
Cherry Creek Investment Advisors
Colorado
$258K -$39.7K -265 -13%
HIM
3439
Hillsdale Investment Management
Ontario, Canada
$258K +$121K +810 +84%
APWM
3440
Argonautica Private Wealth Management
Massachusetts
$257K +$266K +1,775 New
SCM
3441
Sebold Capital Management
Illinois
$256K +$4.8K +32 +2%
RIM
3442
Rockbridge Investment Management
New York
$256K – – –
EGM
3443
Engineers Gate Manager
New York
$255K -$1.16M -7,735 -81%
DJYG
3444
David J. Yvars Group
Florida
$255K – – –
EA
3445
Echo45 Advisors
California
$254K -$3K -20 -1%
CP
3446
Capital Planning
Washington
$253K – – –
MSFP
3447
Mark Sheptoff Financial Planning
Connecticut
$252K – – –
JTWM
3448
Jackson Thornton Wealth Management
Alabama
$252K +$19K +127 +8%
FZCM
3449
Flynn Zito Capital Management
New York
$252K +$150 +1 +0.1%
NRWA
3450
North Ridge Wealth Advisors
Oregon
$252K – – –
136 137
138
139 140