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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
SWRP
2551
Summit Wealth & Retirement Planning
California
$1.69M -$15.6K -80 -1%
Financial Engines Advisors
2552
Financial Engines Advisors
California
$1.68M +$4.5K +23 +0.3%
OWA
2553
One Wealth Advisors
California
$1.68M +$180K +922 +13%
CS
2554
Capital Square
Tennessee
$1.68M -$15.4K -79 -1%
CIM
2555
Caldwell Investment Management
Ontario, Canada
$1.68M
CA
2556
Calton & Associates
Florida
$1.68M -$18.8K -96 -1%
SFG
2557
Sather Financial Group
Texas
$1.67M
LA
2558
LexAurum Advisors
Kansas
$1.67M -$40.7K -208 -2%
GC
2559
Guidance Capital
Kentucky
$1.67M +$37.1K +190 +2%
SIS
2560
Sound Income Strategies
Florida
$1.67M -$12.3K -63 -0.8%
PL
2561
Plancorp LLC
Missouri
$1.67M +$21.7K +111 +1%
BFG
2562
Bouchey Financial Group
New York
$1.67M -$21.5K -110 -1%
JWWM
2563
Johnson & White Wealth Management
Pennsylvania
$1.67M +$130K +663 +9%
VWM
2564
Venturi Wealth Management
Texas
$1.67M +$657K +3,362 +69%
LGA
2565
Lebenthal Global Advisors
New York
$1.66M +$61.8K +316 +4%
CAM
2566
CPA Asset Management
Florida
$1.66M
BTWM
2567
Brass Tax Wealth Management
Ohio
$1.66M +$1.26M +6,468 +370%
CVM
2568
Cheviot Value Management
California
$1.66M
MFG
2569
Monte Financial Group
Connecticut
$1.66M
Members Trust
2570
Members Trust
Florida
$1.65M -$18.6K -95 -1%
CCA
2571
Childress Capital Advisors
Texas
$1.65M +$75.1K +384 +5%
LCGC
2572
Legacy Capital Group California
California
$1.65M +$21.3K +109 +1%
MSCM
2573
McElhenny Sheffield Capital Management
Texas
$1.64M +$1.17K +6 +0.1%
AS
2574
Altshuler Shaham
Israel
$1.64M -$471K -2,411 -23%
BCP
2575
Berkeley Capital Partners
Georgia
$1.64M -$92.1K -471 -6%