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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
WC
2676
Westhampton Capital
North Carolina
$572K -$41.9K -365 -6%
FC
2677
Financial Consulate
Maryland
$572K
FFWM
2678
Future Financial Wealth Management
Ohio
$571K +$65.4K +570 +13%
BWA
2679
Burt Wealth Advisors
Maryland
$570K +$6.89K +60 +1%
TCM
2680
Tributary Capital Management
Nebraska
$569K -$10.7K -93 -2%
GSAM
2681
Grant Street Asset Management
Pennsylvania
$569K
PCM
2682
Perritt Capital Management
Illinois
$568K -$18.1K -158 -3%
TCOO
2683
Trust Company of Oklahoma
Oklahoma
$568K
CCM
2684
Carlson Capital Management
Minnesota
$567K -$22K -192 -3%
CFA
2685
Cahill Financial Advisors
Minnesota
$567K +$15.8K +138 +3%
CFO
2686
Collective Family Office
Pennsylvania
$566K -$390K -3,396 -39%
TCM
2687
Triumph Capital Management
Colorado
$563K -$263K -2,288 -30%
WDA
2688
Wendell David Associates
New Hampshire
$563K
BWM
2689
Birchcreek Wealth Management
Ohio
$561K +$81.1K +707 +15%
SAM
2690
Summit Asset Management
Tennessee
$560K +$13.2K +115 +2%
CWM
2691
Centric Wealth Management
Illinois
$559K -$19.6K -171 -3%
KCFA
2692
Key Client Fiduciary Advisors
New Jersey
$559K +$29.1K +254 +5%
MWM
2693
McNaughton Wealth Management
California
$559K +$53.9K +470 +10%
HWA
2694
Heartwood Wealth Advisors
Virginia
$557K +$60.7K +529 +11%
AWM
2695
Aprio Wealth Management
Georgia
$557K +$147K +1,280 +32%
ES
2696
Eagle Strategies
New York
$556K +$167K +1,454 +38%
VanEck Associates
2697
VanEck Associates
New York
$555K -$3.6M -31,361 -86%
BDF
2698
Black Diamond Financial
Maryland
$554K -$84.3K -735 -12%
EIA
2699
Edgemoor Investment Advisors
Maryland
$554K +$115 +1 +0%
MWM
2700
Maltin Wealth Management
New Jersey
$551K +$6.54K +57 +1%