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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
4351
Quaker Wealth Management
New Jersey
$512K -$10.9K -35 -2%
FGC
4352
First Growth Capital
Maryland
$511K -$77K -248 -14%
CHWM
4353
Cauble & Harre Wealth Management
Missouri
$511K – – –
GCM
4354
G2 Capital Management
Ohio
$510K – – –
MSWM
4355
Mowery & Schoenfeld Wealth Management
Illinois
$510K – – –
SBCM
4356
Silverberg Bernstein Capital Management
New York
$509K +$31.1K +100 +7%
EI
4357
EDMP Inc
Florida
$508K +$2.48K +8 +0.5%
NA
4358
Nottingham Advisors
New York
$508K – – –
PFA
4359
Presper Financial Architects
Ohio
$508K -$31.1K -100 -6%
BLAM
4360
Bourne Lent Asset Management
New York
$507K – – –
FCU
4361
Financial Concepts Unlimited
Maine
$507K -$33.9K -109 -7%
RAG
4362
RIA Advisory Group
Iowa
$507K +$44.7K +144 +10%
AC
4363
AXQ Capital
New Jersey
$507K -$829K -2,668 -63%
DW
4364
Dodds Wealth
Colorado
$506K +$43.5K +140 +10%
MJFG
4365
Mars Jewett Financial Group
Washington
$506K +$15.5K +50 +3%
FFA
4366
Fi3 Financial Advisors
Indiana
$506K -$1.29M -4,150 -55%
TP
4367
Trailhead Planners
Minnesota
$505K +$30.4K +98 +7%
AR
4368
Altar Rock
New York
$504K -$270K -871 -36%
BFS
4369
Baskin Financial Services
Ontario, Canada
$504K -$6.52K -21 -1%
HWA
4370
Hilltop Wealth Advisors
North Carolina
$502K +$70.2K +226 +17%
LWMI
4371
Legacy Wealth Management (Idaho)
Idaho
$501K +$220K +708 +86%
BMCM
4372
Burns Matteson Capital Management
New York
$499K -$47.2K -152 -9%
IWM
4373
IMG Wealth Management
Florida
$497K +$50.6K +163 +12%
KIA
4374
Kraematon Investment Advisors
Massachusetts
$496K +$2.17K +7 +0.5%
KCAM
4375
Kagan Cocozza Asset Management
New Jersey
$496K – – –
173 174
175
176 177