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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
4026
Fortress Financial Solutions
Arizona
$533K +$271K +910 +117%
EMC
4027
Everest Management Corp
California
$532K +$14.6K +49 +3%
VCM
4028
Virtue Capital Management
Tennessee
$530K -$2.47M -8,304 -92%
FSBI
4029
Fearless Solutions (Best Invest)
Texas
$530K +$2.97K +10 +0.6%
GAMC
4030
Garner Asset Management Corp
Texas
$530K +$595 +2 +0.1%
CWMGP
4031
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$529K +$87.4K +294 +21%
HFRG
4032
Houlihan Financial Resource Group
Virginia
$528K -$20.5K -69 -4%
AWP
4033
Avid Wealth Partners
Texas
$528K +$29.4K +99 +6%
IPW
4034
IronBridge Private Wealth
Texas
$528K +$2.08K +7 +0.4%
JRFS
4035
James Reed Financial Services
Ohio
$527K +$95.5K +321 +24%
PFG
4036
Putney Financial Group
California
$526K +$18.4K +62 +4%
LD
4037
Lipe & Dalton
New York
$525K – – –
NRW
4038
Nova R Wealth
Kansas
$524K +$59.8K +201 +14%
ICMM
4039
Integrated Capital Management (Michigan)
Michigan
$524K -$5.35K -18 -1%
GCA
4040
Genesee Capital Advisors
New York
$524K +$1.78K +6 +0.4%
GCP
4041
Gill Capital Partners
Colorado
$522K -$83.3K -280 -14%
CS
4042
CapitalatWork SA
$522K – – –
GFL
4043
Granite FO LLC
New Hampshire
$521K – – –
SIS
4044
Strategic Investment Solutions
Illinois
$521K -$26.2K -88 -5%
BWP
4045
BlueStem Wealth Partners
Minnesota
$521K +$32.1K +108 +7%
HWP
4046
Hibernia Wealth Partners
Louisiana
$521K -$603K -2,029 -55%
TLA
4047
Tanglewood Legacy Advisors
Texas
$519K – – –
KIM
4048
Kane Investment Management
California
$519K +$489K +1,644 New
MWA
4049
Muirfield Wealth Advisors
North Carolina
$518K +$17K +57 +4%
IWN
4050
Independent Wealth Network
Iowa
$517K +$3.87K +13 +0.8%
160 161
162
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