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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
4326
Avalon Capital Management
California
$511K – – –
HGA
4327
Hobbs Group Advisors
South Carolina
$511K +$8.67K +28 +2%
LD
4328
Lipe & Dalton
New York
$511K -$24.8K -80 -5%
BAM
4329
Belleair Asset Management
Florida
$511K +$491K +1,585 New
WQ
4330
Wealth Quarterback
New Jersey
$511K +$39.9K +129 +9%
FDS
4331
Freedom Day Solutions
Texas
$509K -$4.03K -13 -0.8%
EMC
4332
Everest Management Corp
California
$507K -$35.3K -114 -7%
DP
4333
Denver PWM
Colorado
$507K – – –
PVAMC
4334
PPS&V Asset Management Consultants
Michigan
$506K +$6.5K +21 +1%
FA
4335
Fountainhead AM
New Jersey
$506K -$1.62M -5,234 -77%
FFC
4336
Frederick Financial Consultants
Maryland
$505K +$35.6K +115 +8%
SWP
4337
ShoreHaven Wealth Partners
New Jersey
$505K +$13.6K +44 +3%
CCM
4338
Chickasaw Capital Management
Tennessee
$505K -$1.55K -5 -0.3%
BFS
4339
Baskin Financial Services
Ontario, Canada
$503K – – –
CFS
4340
Cannon Financial Strategists
Georgia
$502K – – –
SAM
4341
Seelaus Asset Management
New Jersey
$501K – – –
NWP
4342
NerdWallet Wealth Partners
New York
$500K -$3.71K -12 -0.8%
WA
4343
Waystone Advisors
Washington
$500K +$480K +1,551 New
BLAM
4344
Bourne Lent Asset Management
New York
$499K – – –
IWN
4345
Independent Wealth Network
Iowa
$499K -$27.9K -90 -5%
EFL
4346
ERn Financial LLC
Wisconsin
$499K – – –
PFA
4347
Plotkin Financial Advisors
Maryland
$499K +$15.2K +49 +3%
AWM
4348
Able Wealth Management
New Jersey
$497K +$44.9K +145 +10%
MA
4349
Mezzasalma Advisors
New Jersey
$496K – – –
BLWM
4350
Bucket List Wealth Management
Florida
$496K +$476K +1,538 New
172 173
174
175 176