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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFC
4326
Frederick Financial Consultants
Maryland
$527K +$13.4K +43 +3%
BWM
4327
Boyd Wealth Management
California
$526K +$7.14K +23 +1%
GFL
4328
Granite FO LLC
New Hampshire
$526K – – –
SFMG
4329
Sage Financial Management Group
Virginia
$526K – – –
LF
4330
Lighthouse Financial
Florida
$525K +$23K +74 +5%
SCM
4331
Stonebridge Capital Management
California
$524K -$236K -760 -32%
IFO
4332
Independent Family Office
New York
$524K -$132K -425 -21%
SOAG
4333
Silver Oak Advisory Group
Oregon
$522K -$41K -132 -8%
AAS
4334
Asset Allocation Strategies
Michigan
$521K +$9.94K +32 +2%
HKIMG
4335
Hutchens & Kramer Investment Management Group
Indiana
$521K +$6.52K +21 +1%
BWAM
4336
Blue Water Asset Management
Michigan
$520K +$7.14K +23 +1%
VBFP
4337
Valtinson Bruner Financial Planning
Minnesota
$519K -$8.7K -28 -2%
LD
4338
Lipe & Dalton
New York
$519K – – –
PVAMC
4339
PPS&V Asset Management Consultants
Michigan
$519K -$32.6K -105 -6%
BAM
4340
Belleair Asset Management
Florida
$519K – – –
MF
4341
Manchester Financial
California
$517K -$1.34M -4,316 -73%
EA
4342
Echo45 Advisors
California
$517K -$68.9K -222 -12%
SWP
4343
ShoreHaven Wealth Partners
New Jersey
$516K +$1.55K +5 +0.3%
RIG
4344
Renaissance Investment Group
Massachusetts
$516K +$182K +585 +59%
OFG
4345
Orcam Financial Group
California
$515K +$488K +1,573 New
SWAG
4346
Spectrum Wealth Advisory Group
California
$514K +$488K +1,570 New
HIA
4347
HTG Investment Advisors
Connecticut
$514K -$25.8K -83 -5%
SCM
4348
Saxony Capital Management
Missouri
$513K +$23K +74 +5%
GSWM
4349
Greenup Street Wealth Management
Michigan
$513K -$56.8K -183 -10%
BOSSRA
4350
B.O.S.S. Retirement Advisors
Utah
$512K -$47.2K -152 -9%
172 173
174
175 176