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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FSBI
4026
Fearless Solutions (Best Invest)
Texas
$530K +$2.97K +10 +0.6%
GAMC
4027
Garner Asset Management Corp
Texas
$530K +$595 +2 +0.1%
CWMGP
4028
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$529K +$87.4K +294 +21%
HFRG
4029
Houlihan Financial Resource Group
Virginia
$528K -$20.5K -69 -4%
AWP
4030
Avid Wealth Partners
Texas
$528K +$29.4K +99 +6%
IPW
4031
IronBridge Private Wealth
Texas
$528K +$2.08K +7 +0.4%
JRFS
4032
James Reed Financial Services
Ohio
$527K +$95.5K +321 +24%
PFG
4033
Putney Financial Group
California
$526K +$18.4K +62 +4%
LD
4034
Lipe & Dalton
New York
$525K – – –
NRW
4035
Nova R Wealth
Kansas
$524K +$59.8K +201 +14%
ICMM
4036
Integrated Capital Management (Michigan)
Michigan
$524K -$5.35K -18 -1%
GCA
4037
Genesee Capital Advisors
New York
$524K +$1.78K +6 +0.4%
GCP
4038
Gill Capital Partners
Colorado
$522K -$83.3K -280 -14%
CS
4039
CapitalatWork SA
$522K – – –
GFL
4040
Granite FO LLC
New Hampshire
$521K – – –
SIS
4041
Strategic Investment Solutions
Illinois
$521K -$26.2K -88 -5%
BWP
4042
BlueStem Wealth Partners
Minnesota
$521K +$32.1K +108 +7%
HWP
4043
Hibernia Wealth Partners
Louisiana
$521K -$603K -2,029 -55%
TLA
4044
Tanglewood Legacy Advisors
Texas
$519K – – –
KIM
4045
Kane Investment Management
California
$519K +$489K +1,644 New
MWA
4046
Muirfield Wealth Advisors
North Carolina
$518K +$17K +57 +4%
IWN
4047
Independent Wealth Network
Iowa
$517K +$3.87K +13 +0.8%
AIFAIM
4048
American Institute for Advanced Investment Management
Arizona
$517K – – –
KCIC
4049
Kuhn & Co Investment Counsel
Illinois
$516K -$345K -1,159 -41%
QP
4050
Quartz Partners
New York
$516K +$96.1K +323 +25%
160 161
162
163 164