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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FSWA
4401
Financial Synergies Wealth Advisors
Texas
$245K +$2.55K +10 +1%
BAM
4402
BOCHK Asset Management
Hong Kong
$245K – – –
BT
4403
Brandywine Trust
Delaware
$245K – – –
SWM
4404
StoneCrest Wealth Management
Arizona
$245K – – –
SCM
4405
Stonebridge Capital Management
California
$245K – – –
UI
4406
Unconventional Investor
New Hampshire
$244K – – –
MA
4407
McGrath & Associates
North Carolina
$244K +$20.6K +81 +9%
MIM
4408
Macroview Investment Management
Maryland
$244K +$32.9K +129 +15%
WAM
4409
WFA Asset Management
Wisconsin
$244K +$38.8K +152 +14%
FPW
4410
Flagship Private Wealth
Massachusetts
$243K +$1.02K +4 +0.4%
HFS
4411
Hoge Financial Services
Pennsylvania
$243K +$13.3K +52 +6%
SMF
4412
Sterling Manor Financial
New York
$243K -$83.1K -326 -25%
FSCM
4413
Front Street Capital Management
Montana
$242K -$151K -591 -38%
HWM
4414
HRC Wealth Management
Idaho
$242K +$7.14K +28 +3%
W
4415
WealthCollab
Washington
$242K +$3.06K +12 +1%
BCAM
4416
Boston Common Asset Management
Massachusetts
$241K – – –
SIM
4417
Sims Investment Management
Ohio
$241K +$251K +983 New
AA
4418
ACT Advisors
North Carolina
$241K -$11.2K -44 -4%
WWA
4419
Wealth Watch Advisors
Colorado
$240K -$98.9K -388 -28%
PA
4420
Planning Alternatives
Michigan
$239K – – –
SL
4421
SFM LLC
New Hampshire
$238K +$248K +972 New
FFW
4422
Fusion Family Wealth
New York
$238K +$255 +1 +0.1%
WCF
4423
West Coast Financial
California
$237K – – –
GSC
4424
Ground Swell Capital
South Carolina
$237K +$246K +965 New
KFG
4425
Kropog Financial Group
Louisiana
$236K +$1.02K +4 +0.4%
175 176
177
178 179