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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CA
2651
Centerpoint Advisors
Massachusetts
$596K +$82.6K +720 +14%
WB
2652
West Bancorporation
Iowa
$595K -$48.2K -420 -7%
SEIA
2653
Signature Estate & Investment Advisors
California
$593K -$14.5K -126 -2%
EW
2654
Element Wealth
Mississippi
$593K +$22.8K +199 +4%
FPWM
2655
FSB Premier Wealth Management
Iowa
$592K +$24.3K +212 +4%
FW
2656
FirstPurpose Wealth
Utah
$592K +$44.9K +391 +7%
GPWA
2657
Great Point Wealth Advisors
Massachusetts
$590K -$23K -200 -3%
SCM
2658
SKBA Capital Management
California
$589K -$28.7K -250 -4%
Fuller & Thaler Asset Management
2659
Fuller & Thaler Asset Management
California
$588K -$221K -1,925 -25%
AAM
2660
AMI Asset Management
California
$585K -$153K -1,336 -19%
KC
2661
Kingfisher Capital
North Carolina
$585K +$643K +5,601 New
MWP
2662
Moller Wealth Partners
$583K -$36.1K -315 -5%
DIM
2663
Delta Investment Management
California
$583K +$72K +627 +13%
PGA
2664
Portland Global Advisors
Maine
$582K
5SA
2665
5th Street Advisors
Connecticut
$580K +$5.62K +49 +0.9%
C
2666
Certuity
Florida
$580K +$197K +1,715 +45%
FB
2667
First Bancorp
Maine
$579K -$8.03K -70 -1%
AFO
2668
Allie Family Office
Florida
$579K
RW
2669
Rede Wealth
Virginia
$578K -$10.7K -93 -2%
VWM
2670
Vigilare Wealth Management
Arizona
$577K -$709K -6,181 -53%
RVPG
2671
Relative Value Partners Group
$577K +$634K +5,525 New
WIC
2672
Wilkins Investment Counsel
Massachusetts
$575K -$52.3K -456 -8%
CAM
2673
Cidel Asset Management
Ontario, Canada
$574K -$548K -4,772 -46%
SFP
2674
Sandbox Financial Partners
Maryland
$574K -$42.3K -369 -6%
GC
2675
Garde Capital
Washington
$573K +$207K +1,802 +49%