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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AV
4426
Aspiring Ventures
Ohio
$289K -$1.79K -7 -0.7%
FPW
4427
Flagship Private Wealth
Massachusetts
$289K +$1.02K +4 +0.4%
MA
4428
McGrath & Associates
North Carolina
$289K – – –
EIA
4429
Eastover Investment Advisors
North Carolina
$288K +$40.3K +158 +19%
AWM
4430
AAF Wealth Management
Massachusetts
$287K -$20.2K -79 -7%
KRW
4431
Kaufman Rossin Wealth
Florida
$286K +$20.2K +79 +9%
HWM
4432
HRC Wealth Management
Idaho
$286K +$255 +1 +0.1%
W
4433
WealthCollab
Washington
$286K – – –
NA
4434
Novus Advisors
South Carolina
$286K -$25.8K -101 -9%
BCAM
4435
Boston Common Asset Management
Massachusetts
$285K – – –
GJIA
4436
Glass Jacobson Investment Advisors
Maryland
$284K +$193K +758 +341%
DQRIM
4437
Dale Q Rice Investment Management
Washington
$284K -$274K -1,075 -52%
MSFP
4438
Mark Sheptoff Financial Planning
Connecticut
$284K +$9.7K +38 +4%
GAM
4439
GEM Asset Management
Michigan
$283K +$16.3K +64 +7%
SIM
4440
Sims Investment Management
Ohio
$283K -$2.04K -8 -0.8%
FFW
4441
Fusion Family Wealth
New York
$282K +$255 +1 +0.1%
BWG
4442
Balanced Wealth Group
Ohio
$282K +$243K +952 New
FSCM
4443
Front Street Capital Management
Montana
$282K -$2.81K -11 -1%
VPWA
4444
Vestia Personal Wealth Advisors
Indiana
$282K +$16.1K +63 +7%
SWM
4445
Stonebridge Wealth Management
Illinois
$282K +$248K +971 New
IWB
4446
Innovative Wealth Building
Maryland
$280K +$5.61K +22 +2%
ACM
4447
Aurdan Capital Management
Pennsylvania
$280K +$12.8K +50 +5%
BZWA
4448
Blue Zone Wealth Advisors
California
$279K +$246K +963 New
NLWP
4449
Next Level Wealth Planning
Idaho
$279K +$255 +1 +0.1%
KFG
4450
Kropog Financial Group
Louisiana
$279K -$510 -2 -0.2%
176 177
178
179 180