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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LD
3526
Lipe & Dalton
New York
$222K – – –
PCA
3527
Private Capital Advisors
Connecticut
$222K +$240K +1,600 New
SFA
3528
Seneca Financial Advisors
New York
$221K -$33K -220 -13%
YWM
3529
Yoder Wealth Management
California
$220K +$18.4K +123 +9%
LAM
3530
LifePro Asset Management
California
$220K +$20.4K +136 +10%
WIM
3531
Warwick Investment Management
Texas
$220K +$150 +1 +0.1%
WAM
3532
WealthTrust Asset Management
Florida
$220K +$1.2K +8 +0.5%
FAM
3533
Family Asset Management
South Carolina
$219K – – –
SSG
3534
Summit Securities Group
New York
$218K -$391K -2,607 -63%
CCM
3535
Chickasaw Capital Management
Tennessee
$218K – – –
RBC
3536
Roble Belko & Company
Pennsylvania
$218K – – –
CAG
3537
Curtis Advisory Group
California
$218K -$18.7K -125 -8%
BLAM
3538
Bourne Lent Asset Management
New York
$218K – – –
EWM
3539
Elevatus Welath Management
New York
$217K +$225K +1,499 New
NEPPG
3540
New England Professional Planning Group
Rhode Island
$217K – – –
SWM
3541
Seed Wealth Management
Illinois
$217K – – –
CWM
3542
ClientFirst Wealth Management
Arkansas
$217K – – –
LIG
3543
Lokken Investment Group
Delaware
$216K -$2.55K -17 -1%
BFS
3544
Baskin Financial Services
Ontario, Canada
$216K +$3.75K +25 +2%
UC
3545
Unio Capital
New Jersey
$215K – – –
FIC
3546
Family Investment Center
Missouri
$215K -$31.5K -210 -12%
IWA
3547
IBEX Wealth Advisors
New Jersey
$215K +$222K +1,483 New
PA
3548
Parkside Advisors
California
$215K – – –
AL
3549
ACAS LLC
California
$215K -$3.75K -25 -2%
SWP
3550
ShoreHaven Wealth Partners
New Jersey
$214K -$10K -67 -4%
140 141
142
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