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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
FCFS
2551
First Command Financial Services
Texas
$775K -$25.1K -160 -3%
GWM
2552
Gray Wealth Management
Maine
$774K -$9.89K -63 -1%
SWA
2553
Sax Wealth Advisors
New Jersey
$774K +$9.42K +60 +1%
CAM
2554
Concorde Asset Management
Michigan
$770K -$238K -1,516 -24%
BIMC
2555
Benson Investment Management Company
Virginia
$770K – – –
MMC
2556
Mizuho Markets Cayman
Cayman Islands
$768K -$320K -2,036 -29%
DIM
2557
Delta Investment Management
California
$765K +$157 +1 +0%
LSWM
2558
Lorne Steinberg Wealth Management
Canada
$764K +$37.7K +240 +5%
HA
2559
HYA Advisors
Missouri
$763K -$30K -191 -4%
LAM
2560
LifePro Asset Management
California
$763K – – –
SRSA
2561
S.R. Schill & Associates
Washington
$760K – – –
ACA
2562
Affinity Capital Advisors
California
$759K -$32.8K -209 -4%
CPSC
2563
Carl P. Sherr & Co
Massachusetts
$758K +$7.85K +50 +1%
FP
2564
Financial Perspectives
Minnesota
$754K -$16.2K -103 -2%
WDG
2565
Wealth Dimensions Group
Ohio
$754K -$41.9K -267 -5%
HPC
2566
Hobart Private Capital
North Carolina
$751K -$70.5K -449 -9%
GWSG
2567
GPS Wealth Strategies Group
Colorado
$751K +$95.3K +607 +14%
MTC
2568
McDaniel Terry & Co
Texas
$750K – – –
TWM
2569
TriaGen Wealth Management
California
$749K -$36.1K -230 -4%
WCM
2570
Wedge Capital Management
North Carolina
$745K -$202K -1,288 -21%
WA
2571
Winfield Associates
Ohio
$744K +$78.5K +500 +12%
Cohen & Steers
2572
Cohen & Steers
New York
$742K -$163K -1,037 -18%
CGH
2573
CMG Global Holdings
Texas
$742K +$36K +229 +5%
BWM
2574
Birchcreek Wealth Management
Ohio
$734K -$145K -925 -16%
AIA
2575
Arbor Investment Advisors
North Carolina
$734K +$3.93K +25 +0.5%