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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
TCOO
2676
Trust Company of Oklahoma
Oklahoma
$746K – – –
CWM
2677
Centric Wealth Management
Illinois
$744K -$13.3K -90 -2%
WWMSC
2678
Wagner Wealth Management (South Carolina)
South Carolina
$743K -$183K -1,239 -19%
FPCG
2679
Forum Private Client Group
Indiana
$742K +$804K +5,445 New
RWA
2680
RGT Wealth Advisors
Texas
$741K -$92.1K -624 -10%
WDA
2681
Wendell David Associates
New Hampshire
$738K – – –
BWA
2682
Burt Wealth Advisors
Maryland
$736K – – –
FP
2683
Financial Perspectives
Minnesota
$735K +$52.8K +358 +7%
FBT
2684
First Bank & Trust
South Dakota
$734K -$223K -1,508 -22%
VAG
2685
VisionPoint Advisory Group
Texas
$734K -$198K -1,339 -18%
CFD
2686
Creative Financial Designs
Indiana
$732K -$870K -5,894 -52%
UC
2687
Unio Capital
New Jersey
$732K – – –
FA
2688
Faithward Advisors
Pennsylvania
$732K +$148 +1 +0%
TWM
2689
Titus Wealth Management
California
$731K +$11.5K +78 +1%
KWM
2690
Kaydan Wealth Management
Michigan
$731K +$18K +122 +2%
EIA
2691
Edgemoor Investment Advisors
Maryland
$730K +$224K +1,515 +39%
Harris Associates
2692
Harris Associates
Illinois
$728K – – –
GWS
2693
Glassman Wealth Services
Virginia
$727K -$10.5K -71 -1%
PAG
2694
Powers Advisory Group
Illinois
$726K +$24.7K +167 +3%
HCM
2695
Hutchinson Capital Management
California
$725K +$14.2K +96 +2%
CF
2696
Copperwynd Financial
Arizona
$724K +$25.4K +172 +3%
C
2697
Certuity
Florida
$723K -$587K -3,976 -43%
IHL
2698
Investment House LLC
California
$722K -$44.3K -300 -5%
LWP
2699
Legacy Wealth Planning
Nevada
$722K -$39K -264 -5%
OFW
2700
Omnia Family Wealth
Florida
$718K -$14K -95 -2%