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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
2551
Foresight Wealth Management
Utah
$1.03M +$35K +213 +3%
NJBEST
2552
New Jersey Better Educational Savings Trust
New Jersey
$1.02M -$245K -1,490 -19%
SCM
2553
Sterneck Capital Management
Missouri
$1.02M – – –
IFG
2554
Investors Financial Group
Minnesota
$1.02M +$1.15K +7 +0.1%
Apella Capital
2555
Apella Capital
Connecticut
$1.02M +$191K +1,162 +22%
PMA
2556
Prudent Man Advisors
Illinois
$1.02M -$170K -1,033 -14%
DIA
2557
Dean Investment Associates
Ohio
$1.02M -$30.7K -187 -3%
AAM
2558
AMI Asset Management
California
$1.02M +$128K +778 +14%
CMANY
2559
Capital Management Associates (New York)
New York
$1.02M -$23K -140 -2%
LAM
2560
LifePro Asset Management
California
$1.02M -$11M -67,110 -91%
NF
2561
NTB Financial
Colorado
$1.02M +$1.05M +6,415 New
ZIMP
2562
Zimmermann Investment Management & Planning
Pennsylvania
$1.02M +$1.05M +6,416 New
Saturna Capital
2563
Saturna Capital
Washington
$1.01M -$57.5K -350 -5%
CA
2564
Crumly & Associates
Illinois
$1.01M -$177K -1,076 -14%
CAGAS
2565
Capital Advisory Group Advisory Services
Minnesota
$1.01M +$4.23M +25,745 +700%
WIC
2566
Wilkins Investment Counsel
Massachusetts
$1.01M – – –
RPWA
2567
Regent Peak Wealth Advisors
Georgia
$1.01M +$23K +140 +2%
PWAC
2568
Private Wealth Advisors (California)
California
$1M – – –
MCM
2569
Monument Capital Management
Virginia
$1M +$244K +1,488 +31%
BWM
2570
BCS Wealth Management
Tennessee
$1M +$748K +4,552 +255%
VCM
2571
Vision Capital Management
Oregon
$1M +$4.76K +29 +0.5%
AWG
2572
Altus Wealth Group
Colorado
$1M +$8.05K +49 +0.8%
PCM
2573
Prelude Capital Management
New York
$1M -$1.53M -9,329 -60%
DA
2574
Denali Advisors
California
$998K -$32.8K -200 -3%
FFG
2575
Fullen Financial Group
Ohio
$998K – – –