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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
4401
Concentrum Wealth Management
California
$247K +$17.1K +67 +7%
VSQM
4402
V-Square Quantitative Management
Illinois
$247K +$8.16K +32 +3%
KWM
4403
Kiker Wealth Management
Georgia
$246K +$256K +1,003 New
RIS
4404
Richmond Investment Services
Wisconsin
$245K -$12.5K -49 -5%
FSWA
4405
Financial Synergies Wealth Advisors
Texas
$245K +$2.55K +10 +1%
BAM
4406
BOCHK Asset Management
Hong Kong
$245K – – –
BT
4407
Brandywine Trust
Delaware
$245K – – –
SWM
4408
StoneCrest Wealth Management
Arizona
$245K – – –
SCM
4409
Stonebridge Capital Management
California
$245K – – –
UI
4410
Unconventional Investor
New Hampshire
$244K – – –
MA
4411
McGrath & Associates
North Carolina
$244K +$20.6K +81 +9%
MIM
4412
Macroview Investment Management
Maryland
$244K +$32.9K +129 +15%
WAM
4413
WFA Asset Management
Wisconsin
$244K +$38.8K +152 +14%
FPW
4414
Flagship Private Wealth
Massachusetts
$243K +$1.02K +4 +0.4%
HFS
4415
Hoge Financial Services
Pennsylvania
$243K +$13.3K +52 +6%
SMF
4416
Sterling Manor Financial
New York
$243K -$83.1K -326 -25%
FSCM
4417
Front Street Capital Management
Montana
$242K -$151K -591 -38%
HWM
4418
HRC Wealth Management
Idaho
$242K +$7.14K +28 +3%
W
4419
WealthCollab
Washington
$242K +$3.06K +12 +1%
BCAM
4420
Boston Common Asset Management
Massachusetts
$241K – – –
SIM
4421
Sims Investment Management
Ohio
$241K +$251K +983 New
AA
4422
ACT Advisors
North Carolina
$241K -$11.2K -44 -4%
WWA
4423
Wealth Watch Advisors
Colorado
$240K -$98.9K -388 -28%
PA
4424
Planning Alternatives
Michigan
$239K – – –
SL
4425
SFM LLC
New Hampshire
$238K +$248K +972 New
175 176
177
178 179