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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
DA
2501
Denali Advisors
California
$968K +$118K +800 +13%
SCP
2502
Syntal Capital Partners
Texas
$964K +$42.7K +289 +4%
PIM
2503
Profit Investment Management
Maryland
$963K +$42.5K +288 +4%
CA
2504
Cambridge Advisors
Nebraska
$963K +$64.1K +434 +7%
CPWA
2505
Cerro Pacific Wealth Advisors
California
$961K +$78.1K +529 +8%
IP
2506
Ignite Planners
California
$958K +$39.9K +270 +4%
MS
2507
Maven Securities
Jersey
$957K -$627K -4,246 -38%
HA
2508
HYA Advisors
Missouri
$956K +$339K +2,296 +49%
WB
2509
West Bancorporation
Iowa
$955K +$480K +3,253 +87%
GA
2510
Geller Advisors
New York
$954K +$371K +2,516 +56%
MGWM
2511
Marks Group Wealth Management
Minnesota
$953K +$164K +1,109 +19%
AF
2512
Affiance Financial
Minnesota
$951K
BOM
2513
Bank of Marin
California
$950K
Loomis, Sayles & Company
2514
Loomis, Sayles & Company
Massachusetts
$948K -$481K -3,261 -32%
IRC
2515
Investors Research Corp
Georgia
$947K +$1.92K +13 +0.2%
IF
2516
IRON Financial
Illinois
$944K -$57K -386 -5%
PA
2517
Probity Advisors
Texas
$943K -$99.5K -674 -9%
LA
2518
LexAurum Advisors
Kansas
$942K -$22.6K -153 -2%
LWAM
2519
Legacy Wealth Asset Management
Minnesota
$942K +$32K +217 +3%
FCFC
2520
First Citizens Financial Corp
Iowa
$940K
FCB
2521
First Command Bank
Texas
$940K +$209K +1,418 +26%
FCFS
2522
First Command Financial Services
Texas
$940K +$235K +1,593 +30%
CFA
2523
CWS Financial Advisors
Michigan
$937K +$24.5K +166 +2%
BDF
2524
Black Diamond Financial
Maryland
$936K +$171K +1,160 +20%
KFA
2525
Kelleher Financial Advisors
New York
$935K +$295 +2 +0%