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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BLAM
4101
Bourne Lent Asset Management
New York
$449K – – –
RWM
4102
RMG Wealth Management
Wisconsin
$449K +$393K +1,540 New
SFG
4103
Sterling Financial Group
California
$448K – – –
BWP
4104
BlueStem Wealth Partners
Minnesota
$447K +$19.1K +75 +5%
IWM
4105
IMG Wealth Management
Florida
$447K +$45.9K +180 +13%
LFS
4106
Lutz Financial Services
Nebraska
$447K +$3.83K +15 +1%
CFS
4107
Cannon Financial Strategists
Georgia
$447K – – –
MCM
4108
MontVue Capital Management
Virginia
$447K – – –
AFS
4109
Axiom Financial Strategies
Indiana
$446K -$181K -708 -32%
VIM
4110
VELA Investment Management
Ohio
$446K – – –
AWA
4111
AmeriServ Wealth Advisors
Pennsylvania
$446K -$766 -3 -0.2%
MPPW
4112
Mitchell & Pahl Private Wealth
Oklahoma
$445K +$20.9K +82 +6%
SSG
4113
Summit Securities Group
New York
$445K +$391K +1,534 New
FEM
4114
Fulcrum Equity Management
Texas
$444K -$8.93K -35 -2%
C
4115
Covestor
United Kingdom
$443K +$24.5K +96 +7%
SC
4116
Schubert & Co
Texas
$443K +$80.4K +315 +26%
CC
4117
Capital Counsel
New York
$442K -$149K -583 -28%
MA
4118
Mezzasalma Advisors
New Jersey
$442K +$39.6K +155 +11%
GCS
4119
Gordian Capital (Singapore)
Singapore
$442K -$2.9M -11,356 -88%
ACA
4120
Ascension Capital Advisors
Texas
$441K – – –
Q
4121
QVR
California
$440K +$388K +1,519 New
CWA
4122
Cascade Wealth Advisors
Washington
$440K +$14.3K +56 +4%
BFS
4123
Baskin Financial Services
Ontario, Canada
$440K – – –
YWM
4124
Yoder Wealth Management
California
$440K +$43.9K +172 +13%
BMM
4125
Berkshire Money Management
Massachusetts
$440K -$108K -425 -22%
163 164
165
166 167