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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HKIMG
4351
Hutchens & Kramer Investment Management Group
Indiana
$462K -$19.1K -63 -4%
CCM
4352
Chickasaw Capital Management
Tennessee
$461K – – –
FFC
4353
Frederick Financial Consultants
Maryland
$461K -$303 -1 -0.1%
LWP
4354
LeClair Wealth Partners
Ohio
$461K -$1.46M -4,821 -75%
BWAM
4355
Blue Water Asset Management
Michigan
$461K +$120K +397 +34%
RWM
4356
RMG Wealth Management
Wisconsin
$461K +$16.1K +53 +4%
CCWP
4357
Cedar Cove Wealth Partners
Minnesota
$460K +$475K +1,564 New
KCM
4358
Kendall Capital Management
Maryland
$459K -$15.5K -51 -3%
AAS
4359
Asset Allocation Strategies
Michigan
$459K +$58.3K +192 +14%
BFS
4360
Baskin Financial Services
Ontario, Canada
$459K – – –
GCM
4361
G2 Capital Management
Ohio
$458K +$44.9K +148 +10%
MSWM
4362
Mowery & Schoenfeld Wealth Management
Illinois
$458K -$54.6K -180 -10%
EFL
4363
ERn Financial LLC
Wisconsin
$458K +$2.12K +7 +0.5%
SAM
4364
Seelaus Asset Management
New Jersey
$457K – – –
PAS
4365
Parsonex Advisory Services
Colorado
$457K -$676K -2,226 -59%
PFS
4366
Prospect Financial Services
New York
$456K +$8.19K +27 +2%
BLAM
4367
Bourne Lent Asset Management
New York
$456K – – –
PFA
4368
Plotkin Financial Advisors
Maryland
$456K – – –
EI
4369
EDMP Inc
Florida
$455K +$38.2K +126 +9%
APW
4370
Axim Planning & Wealth
Ohio
$454K -$23.7K -78 -5%
WMN
4371
Wealth Management Nebraska
Nebraska
$451K -$303 -1 -0.1%
LF
4372
Lighthouse Financial
Florida
$450K +$8.19K +27 +2%
FDS
4373
Freedom Day Solutions
Texas
$449K -$16.4K -54 -3%
IW
4374
Instrumental Wealth
Florida
$449K -$28.2K -93 -6%
SWM
4375
SFG Wealth Management
Maryland
$447K -$249K -819 -35%
173 174
175
176 177