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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
2476
CRA Financial Services
New Jersey
$880K +$18.4K +117 +2%
AAP
2477
Arax Advisory Partners
Colorado
$879K +$887K +5,649 New
IHL
2478
Investment House LLC
California
$874K -$23.6K -150 -3%
AWMG
2479
Alliance Wealth Management Group
New Jersey
$873K -$103K -653 -10%
MWP
2480
Moller Wealth Partners
$871K -$43.2K -275 -5%
LA
2481
Latitude Advisors
Florida
$871K +$5.81K +37 +0.7%
TWM
2482
Titus Wealth Management
California
$870K +$21.4K +136 +2%
NO
2483
Ninety One
South Africa
$869K -$1.08M -6,856 -55%
FIA
2484
Foundations Investment Advisors
Arizona
$865K -$51.5K -328 -6%
OWA
2485
Outlook Wealth Advisors
Texas
$864K +$124K +790 +17%
AFIA
2486
America First Investment Advisors
Nebraska
$863K
D
2487
Diversified
Delaware
$863K +$53.4K +340 +7%
FAM
2488
Formidable Asset Management
Ohio
$860K -$565K -3,597 -39%
LCP
2489
Legacy Capital Partners
Wisconsin
$860K -$3.93K -25 -0.4%
Capstone Investment Advisors
2490
Capstone Investment Advisors
New York
$858K -$2.53M -16,099 -74%
PGA
2491
Portland Global Advisors
Maine
$857K +$59.5K +379 +7%
FFA
2492
Freedman Financial Associates
Massachusetts
$856K -$82.5K -525 -9%
MFS
2493
Mirabella Financial Services
United Kingdom
$855K -$152K -967 -15%
PAWC
2494
P.A.W. Capital
Connecticut
$855K
PCM
2495
Perritt Capital Management
Illinois
$854K -$193K -1,229 -18%
HAIM
2496
Hunter Associates Investment Management
Pennsylvania
$852K -$1.01M -6,450 -54%
SNB
2497
Security National Bank
Nebraska
$851K
EWP
2498
Engrave Wealth Partners
Texas
$848K +$236K +1,504 +38%
LF
2499
Lantz Financial
Illinois
$847K -$23.6K -150 -3%
ESCM
2500
Echo Street Capital Management
New York
$845K +$645K +4,105 +310%