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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HSWS
4726
Higgins & Schmidt Wealth Strategies
Colorado
$307K +$311 +1 +0.1%
I
4727
InceptionR
California
$306K +$290K +935 New
AAM
4728
Austin Asset Management
Texas
$305K -$6.83K -22 -2%
SFAM
4729
Sawyer Falduto Asset Management
Illinois
$302K – – –
AC
4730
Avant Capital
Louisiana
$302K +$1.24K +4 +0.4%
BWM
4731
Brickley Wealth Management
California
$302K +$18K +58 +7%
WPWM
4732
Western Pacific Wealth Management
Illinois
$302K – – –
MF
4733
Manuka Financial
Virginia
$300K – – –
LTAS
4734
Linden Thomas Advisory Services
North Carolina
$300K +$284K +916 New
TNAM
4735
Terra Nova Asset Management
New York
$299K -$621 -2 -0.2%
NLWP
4736
Next Level Wealth Planning
Idaho
$299K +$3.1K +10 +1%
HCRE
4737
Hoya Capital Real Estate
Connecticut
$298K – – –
UI
4738
Unconventional Investor
New Hampshire
$298K – – –
GAM
4739
GEM Asset Management
Michigan
$297K – – –
VWM
4740
Vermillion Wealth Management
Minnesota
$296K -$28.6K -92 -9%
B
4741
BetterWealth
California
$296K – – –
SP
4742
Sequent Planning
Nebraska
$296K +$37.6K +121 +15%
CDWM
4743
Campbell Deegan Wealth Management
Virginia
$294K +$8.7K +28 +3%
Q1WB
4744
Quest 10 Wealth Builders
Virginia
$294K +$932 +3 +0.3%
KAS
4745
Kemnay Advisory Services
New York
$294K +$14.3K +46 +5%
HKAM
4746
Horizon Kinetics Asset Management
New York
$293K -$168K -542 -38%
ACA
4747
AllStreet Capital Advisors
California
$292K – – –
LWA
4748
Lifelong Wealth Advisors
Minnesota
$291K +$9.94K +32 +4%
AWM
4749
Adams Wealth Management
Utah
$291K – – –
SA
4750
Skyline Advisors
Washington
$291K -$43.8K -141 -14%
188 189
190
191 192