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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FDS
4101
Freedom Day Solutions
Texas
$451K -$255 -1 -0.1%
RCM
4102
Ridgepath Capital Management
Tennessee
$451K +$2.04K +8 +0.5%
BLAM
4103
Bourne Lent Asset Management
New York
$449K – – –
RWM
4104
RMG Wealth Management
Wisconsin
$449K +$393K +1,540 New
SFG
4105
Sterling Financial Group
California
$448K – – –
BWP
4106
BlueStem Wealth Partners
Minnesota
$447K +$19.1K +75 +5%
IWM
4107
IMG Wealth Management
Florida
$447K +$45.9K +180 +13%
LFS
4108
Lutz Financial Services
Nebraska
$447K +$3.83K +15 +1%
CFS
4109
Cannon Financial Strategists
Georgia
$447K – – –
MCM
4110
MontVue Capital Management
Virginia
$447K – – –
AFS
4111
Axiom Financial Strategies
Indiana
$446K -$181K -708 -32%
VIM
4112
VELA Investment Management
Ohio
$446K – – –
AWA
4113
AmeriServ Wealth Advisors
Pennsylvania
$446K -$766 -3 -0.2%
MPPW
4114
Mitchell & Pahl Private Wealth
Oklahoma
$445K +$20.9K +82 +6%
SSG
4115
Summit Securities Group
New York
$445K +$391K +1,534 New
FEM
4116
Fulcrum Equity Management
Texas
$444K -$8.93K -35 -2%
C
4117
Covestor
United Kingdom
$443K +$24.5K +96 +7%
SC
4118
Schubert & Co
Texas
$443K +$80.4K +315 +26%
CC
4119
Capital Counsel
New York
$442K -$149K -583 -28%
MA
4120
Mezzasalma Advisors
New Jersey
$442K +$39.6K +155 +11%
GCS
4121
Gordian Capital (Singapore)
Singapore
$442K -$2.9M -11,356 -88%
ACA
4122
Ascension Capital Advisors
Texas
$441K – – –
Q
4123
QVR
California
$440K +$388K +1,519 New
CWA
4124
Cascade Wealth Advisors
Washington
$440K +$14.3K +56 +4%
BFS
4125
Baskin Financial Services
Ontario, Canada
$440K – – –
163 164
165
166 167