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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
2551
JNBA Financial Advisors
Minnesota
$1.8M -$264K -1,254 -13%
Callan Family Office
2552
Callan Family Office
Pennsylvania
$1.8M +$563K +2,672 +46%
LB
2553
Legacy Bridge
Iowa
$1.8M -$1.05K -5 -0.1%
FHC
2554
First Heartland Consultants
Missouri
$1.8M +$36K +171 +2%
RWM
2555
Rezny Wealth Management
Florida
$1.8M +$1.3M +6,154 +259%
PPP
2556
Private Portfolio Partners
New Jersey
$1.79M +$30.1K +143 +2%
TT
2557
TI-Trust
Illinois
$1.79M – – –
MAM
2558
Milestone Asset Management
Pennsylvania
$1.79M +$130K +615 +8%
CAWM
2559
Capital Advisors Wealth Management
Washington
$1.79M +$428K +2,030 +31%
AWA
2560
Alta Wealth Advisors
Massachusetts
$1.79M +$142K +676 +9%
Plancorp LLC
2561
Plancorp LLC
Missouri
$1.79M +$45.1K +214 +3%
LWL
2562
Leo Wealth LLC
Texas
$1.78M -$219K -1,038 -11%
MHWM
2563
Montz Harcus Wealth Management
Louisiana
$1.78M -$6.11K -29 -0.3%
JWWM
2564
Johnson & White Wealth Management
Pennsylvania
$1.78M +$39.8K +189 +2%
OAM
2565
Ostrum Asset Management
France
$1.78M -$72.9K -346 -4%
SMA
2566
Seven Mile Advisory
New Jersey
$1.77M +$301K +1,429 +20%
HSA
2567
Hussman Strategic Advisors
Maryland
$1.77M – – –
KFSC
2568
Keystone Financial Services (Colorado)
Colorado
$1.77M +$82.8K +393 +5%
CWM
2569
Centric Wealth Management
Illinois
$1.77M -$24.4K -116 -2%
WIA
2570
Westbourne Investment Advisors
Maryland
$1.77M -$21.1K -100 -1%
BFG
2571
Bouchey Financial Group
New York
$1.76M +$23.4K +111 +1%
TSMHT
2572
Thurston Springer Miller Herd & Titak
Indiana
$1.76M +$288K +1,366 +20%
FVWA
2573
Foster Victor Wealth Advisors
South Carolina
$1.76M +$2.95K +14 +0.2%
TFA
2574
Transamerica Financial Advisors
Florida
$1.76M -$690K -3,278 -28%
WLPWM
2575
Walled Lake Planning & Wealth Management
Illinois
$1.76M +$726K +3,449 +71%