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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
FCFS
2526
First Command Financial Services
Texas
$784K +$32.7K +227 +5%
GPWA
2527
Great Point Wealth Advisors
Massachusetts
$783K
MWPCG
2528
Measured Wealth Private Client Group
New Hampshire
$782K +$94.4K +656 +15%
PGA
2529
Portland Global Advisors
Maine
$781K
CA
2530
Crumly & Associates
Illinois
$781K +$154K +1,072 +26%
EW
2531
Element Wealth
Mississippi
$780K -$432 -3 -0.1%
SAM
2532
Seelaus Asset Management
New Jersey
$779K -$71.9K -500 -9%
WDG
2533
Wealth Dimensions Group
Ohio
$778K +$51.1K +355 +7%
ME
2534
McIlrath & Eck
Washington
$778K +$53.2K +370 +8%
AssetMark Inc
2535
AssetMark Inc
California
$777K -$110K -766 -13%
TAIM
2536
Te Ahumairangi Investment Management
New Zealand
$776K -$604K -4,200 -45%
STB
2537
S&T Bank
Pennsylvania
$776K -$8.78K -61 -1%
HA
2538
HYA Advisors
Missouri
$776K +$81.6K +567 +13%
CFO
2539
CVA Family Office
Colorado
$775K +$353K +2,451 +93%
ACA
2540
Affinity Capital Advisors
California
$774K +$1.44K +10 +0.2%
SIM
2541
Sadoff Investment Management
Wisconsin
$773K
NWA
2542
Navis Wealth Advisors
New York
$772K +$2.16K +15 +0.3%
GG
2543
GenWealth Group
New Jersey
$771K
CL
2544
COWA LLC
Oklahoma
$767K +$54.7K +380 +8%
GWM
2545
Gray Wealth Management
Maine
$767K +$76.7K +533 +12%
CF
2546
Copperwynd Financial
Arizona
$766K -$34.2K -238 -5%
RWI
2547
Red Wave Investments
Pennsylvania
$765K +$11.5K +80 +2%
RWM
2548
Reston Wealth Management
Virginia
$763K +$30.2K +210 +4%
GA
2549
Greenhaven Associates
New York
$761K
OHS
2550
Odey Holdings (Switzerland)
Switzerland
$761K +$144K +1,000 +25%