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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
BA
2651
BCM Advisors
Louisiana
$255K +$257K +2,708 New
LC
2652
Landaas & Company
Wisconsin
$254K -$200K -2,112 -44%
BL
2653
Balentine LLC
Georgia
$254K -$3.23K -34 -1%
CAG
2654
Curtis Advisory Group
California
$254K – – –
JCM
2655
Jacobsen Capital Management
Utah
$254K +$257K +2,708 New
ZCA
2656
Zeke Capital Advisors
Pennsylvania
$253K -$1.8M -18,991 -88%
GHA
2657
GW Henssler & Associates
Georgia
$252K +$2.37K +25 +0.9%
GGI
2658
Godsey & Gibb Inc
Virginia
$250K -$15.1K -159 -6%
VCP
2659
Vista Capital Partners
Oregon
$250K -$12K -126 -5%
AWM
2660
Aevitas Wealth Management
Massachusetts
$249K +$13.7K +144 +6%
SWMG
2661
Strategic Wealth Management Group
Maryland
$249K +$13.7K +144 +6%
Financial Engines Advisors
2662
Financial Engines Advisors
California
$249K +$251K +2,645 New
PWC
2663
PYA Waltman Capital
Tennessee
$249K +$251K +2,650 New
NPPM
2664
North Point Portfolio Managers
Ohio
$248K – – –
TS
2665
Tamar Securities
California
$248K +$250K +2,635 New
CCIA
2666
Campbell & Co Investment Adviser
Maryland
$246K +$248K +2,617 New
RWM
2667
Reston Wealth Management
Virginia
$245K +$6.74K +71 +3%
MAM
2668
Marotta Asset Management
Virginia
$245K -$19.1K -201 -7%
LDFR
2669
Lehman & Derafelo Financial Resources
Pennsylvania
$243K -$75.3K -794 -24%
EWA
2670
Evolution Wealth Advisors
Florida
$241K -$2.33M -24,575 -91%
AWS
2671
Arkfeld Wealth Strategies
Nebraska
$241K +$244K +2,567 New
BWA
2672
Beam Wealth Advisors
Louisiana
$238K -$17.7K -187 -7%
CFG
2673
Capstone Financial Group
Oklahoma
$236K +$142K +1,500 +142%
AA
2674
AlphaMark Advisors
Kentucky
$235K -$3.13K -33 -1%
WCG
2675
Weaver Consulting Group
California
$235K +$51.1K +539 +27%