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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
LF
2501
LifeSteps Financial
California
$2.45M -$18.4K -72 -0.7%
CG
2502
CFO4Life Group
Texas
$2.45M -$75K -294 -3%
PFT
2503
Providence First Trust
Arizona
$2.45M +$5.86K +23 +0.2%
CA
2504
Carson Advisory
Georgia
$2.45M -$17.1K -67 -0.7%
DA
2505
Drake & Associates
Wisconsin
$2.45M +$492K +1,928 +24%
MFC
2506
Morris Financial Concepts
South Carolina
$2.45M -$12.7K -50 -0.5%
PIA
2507
Pinion Investment Advisors
Kansas
$2.45M +$57.9K +227 +2%
UAML
2508
US Asset Management LLC
Pennsylvania
$2.44M +$386K +1,516 +18%
NME
2509
Notis-McConarty Edward
$2.44M -$6.37K -25 -0.3%
LA
2510
LM Advisors
California
$2.44M +$12.5K +49 +0.5%
HCM
2511
HMS Capital Management
Tennessee
$2.44M -$81.6K -320 -3%
PAM
2512
PCG Asset Management
New Jersey
$2.44M -$66.8K -262 -3%
PBO
2513
Peoples Bank (Ohio)
Ohio
$2.44M -$126K -496 -5%
PCM
2514
Pointe Capital Management
Michigan
$2.44M -$33.1K -130 -1%
BTWM
2515
Brass Tax Wealth Management
Ohio
$2.44M +$6.63K +26 +0.3%
LCGC
2516
Legacy Capital Group California
California
$2.44M -$31.9K -125 -1%
DL
2517
DOHJ LLC
Washington
$2.44M +$42.3K +166 +2%
HWM
2518
Hemington Wealth Management
Virginia
$2.43M +$59.7K +234 +2%
BFA
2519
Brown Financial Advisors
Ohio
$2.43M +$225K +881 +10%
MLA
2520
My Legacy Advisors
Oregon
$2.43M -$12.7K -50 -0.5%
BFA
2521
Beacon Financial Advisory
Ohio
$2.43M +$58.6K +230 +2%
WFI
2522
West Family Investments
California
$2.42M -$19.9K -78 -0.8%
RSVP
2523
Ramsay Stattman Vela & Price
Colorado
$2.42M +$17.8K +70 +0.7%
FFA
2524
Florida Financial Advisors
Florida
$2.42M +$967K +3,792 +62%
CPRC
2525
Consolidated Portfolio Review Corp
New York
$2.41M +$164K +642 +7%