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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
4326
Mowery & Schoenfeld Wealth Management
Illinois
$510K – – –
SBCM
4327
Silverberg Bernstein Capital Management
New York
$509K +$31.1K +100 +7%
EI
4328
EDMP Inc
Florida
$508K +$2.48K +8 +0.5%
NA
4329
Nottingham Advisors
New York
$508K – – –
PFA
4330
Presper Financial Architects
Ohio
$508K -$31.1K -100 -6%
BLAM
4331
Bourne Lent Asset Management
New York
$507K – – –
FCU
4332
Financial Concepts Unlimited
Maine
$507K -$33.9K -109 -7%
RAG
4333
RIA Advisory Group
Iowa
$507K +$44.7K +144 +10%
AC
4334
AXQ Capital
New Jersey
$507K -$829K -2,668 -63%
DW
4335
Dodds Wealth
Colorado
$506K +$43.5K +140 +10%
MJFG
4336
Mars Jewett Financial Group
Washington
$506K +$15.5K +50 +3%
FFA
4337
Fi3 Financial Advisors
Indiana
$506K -$1.29M -4,150 -55%
TP
4338
Trailhead Planners
Minnesota
$505K +$30.4K +98 +7%
BFS
4339
Baskin Financial Services
Ontario, Canada
$504K -$6.52K -21 -1%
HWA
4340
Hilltop Wealth Advisors
North Carolina
$502K +$70.2K +226 +17%
LWMI
4341
Legacy Wealth Management (Idaho)
Idaho
$501K +$220K +708 +86%
BMCM
4342
Burns Matteson Capital Management
New York
$499K -$47.2K -152 -9%
IWM
4343
IMG Wealth Management
Florida
$497K +$50.6K +163 +12%
KIA
4344
Kraematon Investment Advisors
Massachusetts
$496K +$2.17K +7 +0.5%
KCAM
4345
Kagan Cocozza Asset Management
New Jersey
$496K – – –
SFC
4346
Swisher Financial Concepts
Ohio
$496K -$347K -1,117 -42%
MA
4347
Mezzasalma Advisors
New Jersey
$496K +$4.35K +14 +0.9%
CC
4348
Capital Counsel
New York
$495K -$21.1K -68 -4%
RH
4349
RFG Holdings
Texas
$494K +$23.6K +76 +5%
JPLA
4350
Joseph P. Lucia & Associates
New York
$494K – – –
172 173
174
175 176