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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
4426
McGrath & Associates
North Carolina
$289K – – –
EIA
4427
Eastover Investment Advisors
North Carolina
$288K +$40.3K +158 +19%
AWM
4428
AAF Wealth Management
Massachusetts
$287K -$20.2K -79 -7%
KRW
4429
Kaufman Rossin Wealth
Florida
$286K +$20.2K +79 +9%
HWM
4430
HRC Wealth Management
Idaho
$286K +$255 +1 +0.1%
W
4431
WealthCollab
Washington
$286K – – –
NA
4432
Novus Advisors
South Carolina
$286K -$25.8K -101 -9%
BCAM
4433
Boston Common Asset Management
Massachusetts
$285K – – –
GJIA
4434
Glass Jacobson Investment Advisors
Maryland
$284K +$193K +758 +341%
DQRIM
4435
Dale Q Rice Investment Management
Washington
$284K -$274K -1,075 -52%
MSFP
4436
Mark Sheptoff Financial Planning
Connecticut
$284K +$9.7K +38 +4%
GAM
4437
GEM Asset Management
Michigan
$283K +$16.3K +64 +7%
SIM
4438
Sims Investment Management
Ohio
$283K -$2.04K -8 -0.8%
FFW
4439
Fusion Family Wealth
New York
$282K +$255 +1 +0.1%
BWG
4440
Balanced Wealth Group
Ohio
$282K +$243K +952 New
FSCM
4441
Front Street Capital Management
Montana
$282K -$2.81K -11 -1%
VPWA
4442
Vestia Personal Wealth Advisors
Indiana
$282K +$16.1K +63 +7%
SWM
4443
Stonebridge Wealth Management
Illinois
$282K +$248K +971 New
IWB
4444
Innovative Wealth Building
Maryland
$280K +$5.61K +22 +2%
ACM
4445
Aurdan Capital Management
Pennsylvania
$280K +$12.8K +50 +5%
BZWA
4446
Blue Zone Wealth Advisors
California
$279K +$246K +963 New
NLWP
4447
Next Level Wealth Planning
Idaho
$279K +$255 +1 +0.1%
KFG
4448
Kropog Financial Group
Louisiana
$279K -$510 -2 -0.2%
EFN
4449
Equita Financial Network
Pennsylvania
$279K -$200K -783 -45%
AFGAS
4450
Allegiance Financial Group Advisory Services
Virginia
$278K -$197K -772 -45%
176 177
178
179 180