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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
2701
Aletheian Wealth Advisors
Washington
$865K -$50.4K -336 -5%
VCM
2702
Viewpoint Capital Management
Washington
$865K
SCM
2703
Sterneck Capital Management
Missouri
$865K -$71.5K -477 -7%
BWM
2704
BNC Wealth Management
Oregon
$865K -$75.7K -505 -8%
QFA
2705
Quantum Financial Advisors
California
$863K +$234K +1,562 +36%
EBSAM
2706
Eubel Brady & Suttman Asset Management
Ohio
$863K -$152K -1,012 -15%
AFT
2707
Alpha Family Trust
California
$863K
CIG
2708
Cascade Investment Group
Colorado
$862K +$17.2K +115 +2%
CG
2709
Clifford Group
Massachusetts
$859K -$153K -1,021 -15%
MTC
2710
McDaniel Terry & Co
Texas
$859K +$7.04K +47 +0.8%
LPAM
2711
Lodestar Private Asset Management
California
$859K -$50.5K -337 -5%
KCM
2712
KLK Capital Management
California
$858K -$26.7K -178 -3%
EA
2713
Ellsworth Advisors
Ohio
$858K +$250K +1,668 +39%
PFA
2714
Pure Financial Advisors
California
$858K +$212K +1,413 +31%
DEM
2715
Disciplined Equity Management
Florida
$858K
DAM
2716
Doheny Asset Management
California
$856K
KC
2717
Kingfisher Capital
North Carolina
$856K +$4.35K +29 +0.5%
IGWM
2718
ICA Group Wealth Management
Colorado
$854K -$23.8K -159 -3%
RA
2719
Rational Advisors
New York
$853K -$245K -1,636 -22%
KFA
2720
Krane Funds Advisors
New York
$853K +$6.3K +42 +0.7%
LCWP
2721
Legacy Capital Wealth Partners
Arkansas
$853K +$881K +5,879 New
FW
2722
FirstPurpose Wealth
Utah
$852K +$17.2K +115 +2%
HFA
2723
Highland Financial Advisors
New Jersey
$850K +$3.75K +25 +0.4%
SCA
2724
St. Clair Advisors
Ohio
$849K
Financial Engines Advisors
2725
Financial Engines Advisors
California
$847K +$445K +2,966 +103%