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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
4326
Smith & Howard Wealth Management
Georgia
$469K -$10.6K -35 -2%
BWP
4327
BlueStem Wealth Partners
Minnesota
$468K +$19.7K +65 +4%
CP
4328
Clarendon Private
Massachusetts
$467K +$238K +784 +97%
AAMC
4329
Asset Allocation & Management Company
Illinois
$467K +$271K +893 +128%
BWM
4330
Boyd Wealth Management
California
$466K +$26.4K +87 +6%
BAM
4331
Belleair Asset Management
Florida
$466K – – –
LD
4332
Lipe & Dalton
New York
$466K – – –
WA
4333
Waystone Advisors
Washington
$465K +$8.8K +29 +2%
RIP
4334
RAM Investment Partners
Washington
$464K +$16.7K +55 +4%
CC
4335
Capital Counsel
New York
$464K +$29.7K +98 +7%
SSG
4336
Summit Securities Group
New York
$463K -$663K -2,185 -58%
SWA
4337
Strata Wealth Advisors
Texas
$462K -$11.5K -38 -2%
SWP
4338
ShoreHaven Wealth Partners
New Jersey
$462K +$1.52K +5 +0.3%
MQWP
4339
Morey & Quinn Wealth Partners
Nebraska
$462K +$24.9K +82 +6%
HKIMG
4340
Hutchens & Kramer Investment Management Group
Indiana
$462K -$19.1K -63 -4%
CCM
4341
Chickasaw Capital Management
Tennessee
$461K – – –
FFC
4342
Frederick Financial Consultants
Maryland
$461K -$303 -1 -0.1%
LWP
4343
LeClair Wealth Partners
Ohio
$461K -$1.46M -4,821 -75%
BWAM
4344
Blue Water Asset Management
Michigan
$461K +$120K +397 +34%
RWM
4345
RMG Wealth Management
Wisconsin
$461K +$16.1K +53 +4%
CCWP
4346
Cedar Cove Wealth Partners
Minnesota
$460K +$475K +1,564 New
KCM
4347
Kendall Capital Management
Maryland
$459K -$15.5K -51 -3%
AAS
4348
Asset Allocation Strategies
Michigan
$459K +$58.3K +192 +14%
BFS
4349
Baskin Financial Services
Ontario, Canada
$459K – – –
GCM
4350
G2 Capital Management
Ohio
$458K +$44.9K +148 +10%
172 173
174
175 176