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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
2626
GPS Wealth Strategies Group
Colorado
$642K -$20.4K -142 -3%
LI
2627
LVZ Inc
Michigan
$641K – – –
RWA
2628
Redhawk Wealth Advisors
Minnesota
$641K +$260K +1,810 +75%
HI
2629
Harrington Investments
California
$640K -$8.63K -60 -1%
EIA
2630
Edgemoor Investment Advisors
Maryland
$640K +$5.32K +37 +0.9%
SAM
2631
Summit Asset Management
Tennessee
$640K +$102K +711 +20%
MPW
2632
Monterey Private Wealth
California
$637K -$15.4K -107 -2%
BCP
2633
Berkeley Capital Partners
Georgia
$637K +$25.5K +177 +4%
MFW
2634
Mosaic Family Wealth
Missouri
$637K +$48.9K +340 +9%
AO
2635
Advisor OS
Illinois
$630K -$635K -4,414 -52%
CP
2636
Capital Planning
Washington
$630K – – –
CPC
2637
Consolidated Planning Corp
Georgia
$629K -$27.8K -193 -4%
FCIM
2638
Fairview Capital Investment Management
California
$627K -$54.8K -381 -8%
MAM
2639
Mark Asset Management
New York
$627K -$1.87K -13 -0.3%
FC
2640
FCA Corp
Texas
$627K – – –
SICM
2641
Sustainable Insight Capital Management
New York
$626K -$228K -1,586 -28%
BC
2642
Bridgefront Capital
Texas
$625K -$1.62M -11,226 -73%
PC
2643
Permit Capital
Pennsylvania
$623K – – –
BWM
2644
Bulltick Wealth Management
Florida
$623K -$2.73M -19,009 -82%
DWP
2645
Destiny Wealth Partners
Florida
$622K +$7.77K +54 +1%
NWS
2646
Newport Wealth Strategies
California
$621K -$35.8K -249 -6%
TI
2647
Truehand Inc
New Hampshire
$619K – – –
DW
2648
Domani Wealth
Pennsylvania
$618K +$88.2K +613 +18%
Leonteq Securities AG
2649
Leonteq Securities AG
Switzerland
$617K -$11.7M -81,389 -95%
SEP
2650
Southland Equity Partners
Missouri
$616K +$1.73K +12 +0.3%