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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
4476
PMG Wealth Management
Illinois
$268K +$236K +925 New
SCA
4477
Sander Capital Advisors
Washington
$268K – – –
AAS
4478
AdviceOne Advisory Services
Connecticut
$268K – – –
EWA
4479
Elevate Wealth Advisory
Georgia
$267K +$19.9K +78 +9%
FS
4480
Ferguson Shapiro
Georgia
$267K -$3.32K -13 -1%
FI
4481
FWG Investments
Kentucky
$267K +$235K +921 New
CMMS
4482
Comprehensive Money Management Services
Florida
$266K -$10.7K -42 -4%
WIP
4483
WealthCare Investment Partners
Rhode Island
$266K -$4.85K -19 -2%
CQWA
4484
Chokshi & Queen Wealth Advisors
California
$265K +$5.1K +20 +2%
Q1WB
4485
Quest 10 Wealth Builders
Virginia
$265K +$33.2K +130 +17%
AAM
4486
Ameraudi Asset Management
New York
$264K – – –
RIM
4487
Reliant Investment Management
Tennessee
$264K -$40.1K -157 -15%
AC
4488
Attessa Capital
Arizona
$264K – – –
HCRE
4489
Hoya Capital Real Estate
Connecticut
$264K – – –
RWS
4490
Rochester Wealth Strategies
Michigan
$264K +$232K +909 New
BFS
4491
Beacon Financial Strategies
North Carolina
$263K +$13.5K +53 +6%
AFG
4492
Altiora Financial Group
Ohio
$263K – – –
HSWS
4493
Higgins & Schmidt Wealth Strategies
Colorado
$263K – – –
GCM
4494
Gator Capital Management
Florida
$262K – – –
GC
4495
GFG Capital
Florida
$261K -$688K -2,697 -75%
VC
4496
Vestor Capital
Illinois
$261K -$38.4M -150,492 -99%
TCOK
4497
Trust Company of Kansas
Kansas
$261K – – –
GBA
4498
Garrison Bradford & Associates
New York
$261K – – –
HC
4499
Headland Capital
South Carolina
$261K +$19.6K +77 +9%
CIC
4500
Chase Investment Counsel
Virginia
$260K -$15.3K -60 -6%
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180
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