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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
2551
Gray Wealth Management
Maine
$774K -$9.89K -63 -1%
SWA
2552
Sax Wealth Advisors
New Jersey
$774K +$9.42K +60 +1%
CAM
2553
Concorde Asset Management
Michigan
$770K -$238K -1,516 -24%
BIMC
2554
Benson Investment Management Company
Virginia
$770K
MMC
2555
Mizuho Markets Cayman
Cayman Islands
$768K -$320K -2,036 -29%
DIM
2556
Delta Investment Management
California
$765K +$157 +1 +0%
LSWM
2557
Lorne Steinberg Wealth Management
Canada
$764K +$37.7K +240 +5%
HA
2558
HYA Advisors
Missouri
$763K -$30K -191 -4%
LAM
2559
LifePro Asset Management
California
$763K
SRSA
2560
S.R. Schill & Associates
Washington
$760K
ACA
2561
Affinity Capital Advisors
California
$759K -$32.8K -209 -4%
CPSC
2562
Carl P. Sherr & Co
Massachusetts
$758K +$7.85K +50 +1%
FP
2563
Financial Perspectives
Minnesota
$754K -$16.2K -103 -2%
WDG
2564
Wealth Dimensions Group
Ohio
$754K -$41.9K -267 -5%
HPC
2565
Hobart Private Capital
North Carolina
$751K -$70.5K -449 -9%
GWSG
2566
GPS Wealth Strategies Group
Colorado
$751K +$95.3K +607 +14%
MTC
2567
McDaniel Terry & Co
Texas
$750K
TWM
2568
TriaGen Wealth Management
California
$749K -$36.1K -230 -4%
WCM
2569
Wedge Capital Management
North Carolina
$745K -$202K -1,288 -21%
WA
2570
Winfield Associates
Ohio
$744K +$78.5K +500 +12%
Cohen & Steers
2571
Cohen & Steers
New York
$742K -$163K -1,037 -18%
CGH
2572
CMG Global Holdings
Texas
$742K +$36K +229 +5%
BWM
2573
Birchcreek Wealth Management
Ohio
$734K -$145K -925 -16%
AIA
2574
Arbor Investment Advisors
North Carolina
$734K +$3.93K +25 +0.5%
MPW
2575
Monterey Private Wealth
California
$734K +$76.3K +486 +11%