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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MSF
4076
Mustard Seed Financial
Arkansas
$497K – – –
SWA
4077
Strata Wealth Advisors
Texas
$497K +$3.87K +13 +0.8%
SGI
4078
Swan Global Investments
Colorado
$496K -$93.7K -315 -17%
CCM
4079
Chickasaw Capital Management
Tennessee
$496K – – –
NWP
4080
NerdWallet Wealth Partners
New York
$494K +$465K +1,565 New
BFS
4081
Baskin Financial Services
Ontario, Canada
$493K +$13.1K +44 +3%
CFS
4082
Cannon Financial Strategists
Georgia
$492K +$5.06K +17 +1%
HGA
4083
Hobbs Group Advisors
South Carolina
$492K -$8.03K -27 -2%
SAM
4084
Seelaus Asset Management
New Jersey
$490K -$5.95K -20 -1%
AI
4085
AdvisorShares Investments
Maryland
$489K +$461K +1,550 New
BLAM
4086
Bourne Lent Asset Management
New York
$489K – – –
TA
4087
Townsend & Associates
Colorado
$489K – – –
PVAMC
4088
PPS&V Asset Management Consultants
Michigan
$489K +$34.8K +117 +8%
EFL
4089
ERn Financial LLC
Wisconsin
$489K -$80.6K -271 -15%
PFS
4090
Prospect Financial Services
New York
$488K +$14.6K +49 +3%
IWM
4091
IMG Wealth Management
Florida
$487K – – –
MCM
4092
MontVue Capital Management
Virginia
$486K – – –
CCA
4093
Cottonwood Capital Advisors
Utah
$485K -$684K -2,301 -60%
SFG
4094
Sterling Financial Group
California
$484K -$3.87K -13 -0.8%
LFS
4095
Lutz Financial Services
Nebraska
$484K -$2.68K -9 -0.6%
TWA
4096
Trace Wealth Advisors
California
$483K +$455K +1,531 New
FA
4097
Freestate Advisors
Kansas
$481K +$19.6K +66 +5%
MA
4098
Mezzasalma Advisors
New Jersey
$481K – – –
SWP
4099
ShoreHaven Wealth Partners
New Jersey
$481K +$29.1K +98 +7%
RWM
4100
Ruedi Wealth Management
Illinois
$479K +$33K +111 +8%
162 163
164
165 166