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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
SWK
2676
Stephen W. Kidder
$595K
APC
2677
Aspire Private Capital
North Carolina
$594K -$6.58K -42 -1%
SNBOSCI
2678
Security National Bank of Sioux City Iowa
Iowa
$594K +$7.05K +45 +1%
CWM
2679
Cranbrook Wealth Management
Michigan
$593K +$11K +70 +2%
RBCM
2680
Raub Brock Capital Management
California
$592K
PP
2681
Patron Partners
Texas
$592K +$4.23K +27 +0.8%
SPWG
2682
Sage Private Wealth Group
Illinois
$591K +$5.02K +32 +0.9%
HCA
2683
Heck Capital Advisors
Wisconsin
$590K -$9.72K -62 -2%
CG
2684
Cutler Group
California
$589K -$17M -108,727 -97%
GC
2685
Grace Capital
Massachusetts
$589K -$16K -102 -3%
TPW
2686
Tiller Private Wealth
Pennsylvania
$587K +$157 +1 +0%
SLA
2687
Silver Lake Advisory
Utah
$585K
FSC
2688
Full Sail Capital
Oklahoma
$584K
SWG
2689
Summit Wealth Group
Vermont
$584K +$21.3K +136 +4%
MHI
2690
Miller Howard Investments
New York
$582K +$5.64K +36 +1%
GAM
2691
Gould Asset Management
California
$580K +$169K +1,080 +44%
TIM
2692
Total Investment Management
Arizona
$577K -$2.51K -16 -0.5%
SDH
2693
Sloy Dahl & Holst
Washington
$577K +$62.2K +397 +13%
LAI
2694
Legal Advantage Investments
California
$576K
AIIMS
2695
Analyst IMS Investment Management Services
Israel
$575K +$34.6K +221 +7%
RF
2696
Robbins Farley
New Hampshire
$575K +$550K +3,511 New
VFP
2697
Verus Financial Partners
Virginia
$574K +$38.9K +248 +8%
CHA
2698
Cooper/Haims Advisors
New York
$573K
CI
2699
Clal Insurance
Israel
$573K +$235K +1,500 +75%
DCM
2700
Dimension Capital Management
Florida
$572K