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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KRW
4476
Kaufman Rossin Wealth
Florida
$223K +$232K +909 New
VPWA
4477
Vestia Personal Wealth Advisors
Indiana
$223K -$64.8K -254 -22%
AFG
4478
Altiora Financial Group
Ohio
$223K – – –
HSWS
4479
Higgins & Schmidt Wealth Strategies
Colorado
$222K +$510 +2 +0.2%
GCM
4480
Gator Capital Management
Florida
$222K – – –
BWMG
4481
Barnes Wealth Management Group
California
$222K +$1.27K +5 +0.6%
TCOK
4482
Trust Company of Kansas
Kansas
$221K – – –
GBA
4483
Garrison Bradford & Associates
New York
$221K – – –
GAM
4484
GEM Asset Management
Michigan
$221K – – –
CQWA
4485
Chokshi & Queen Wealth Advisors
California
$220K – – –
RWM
4486
Rialto Wealth Management
New York
$219K -$249K -976 -52%
MSFP
4487
Mark Sheptoff Financial Planning
Connecticut
$218K -$204K -800 -46%
DC
4488
Dahring Cusmano
Michigan
$217K -$252K -988 -53%
IP
4489
Integras Partners
Georgia
$217K -$2.04K -8 -0.9%
MKW
4490
Mullaney, Keating & Wright
Connecticut
$217K – – –
CWP
4491
Corepath Wealth Partners
Arizona
$216K -$3.82K -15 -2%
SH
4492
SLT Holdings
Arizona
$216K +$11.7K +46 +6%
CCAL
4493
City Center Advisors LLC
Michigan
$215K +$224K +877 New
CIG
4494
CHB Investment Group
Pennsylvania
$215K – – –
PFM
4495
Peak Financial Management
Massachusetts
$214K +$6.63K +26 +3%
SSWG
4496
Seven Springs Wealth Group
Tennessee
$213K +$222K +869 New
TI
4497
TrueMark Investments
Illinois
$213K +$221K +867 New
BWG
4498
Boomfish Wealth Group
Georgia
$212K -$13.8K -54 -6%
LFA
4499
Legend Financial Advisors
Pennsylvania
$212K – – –
JWM
4500
JFG Wealth Management
Colorado
$211K -$169K -661 -43%
178 179
180
181 182