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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
RIS
2751
Retirement Income Solutions
Michigan
$752K +$266K +1,620 +52%
MFW
2752
Mosaic Family Wealth
Missouri
$751K -$130K -790 -14%
DWM
2753
Drive Wealth Management
Utah
$751K +$779K +4,742 New
Cohen & Steers
2754
Cohen & Steers
New York
$750K -$136K -831 -15%
GWSG
2755
GPS Wealth Strategies Group
Colorado
$750K -$11.8K -72 -1%
CA
2756
Crewe Advisors
Utah
$750K +$213K +1,299 +38%
DSCM
2757
Del-Sette Capital Management
New York
$749K +$776K +4,727 New
FW
2758
FirstPurpose Wealth
Utah
$749K +$777K +4,733 New
APC
2759
Aspire Private Capital
North Carolina
$748K +$179K +1,090 +30%
AIA
2760
Arbor Investment Advisors
North Carolina
$747K
HA
2761
HYA Advisors
Missouri
$746K -$32.4K -197 -4%
MWM
2762
Merriman Wealth Management
Washington
$746K +$104K +635 +16%
GSAM
2763
Grant Street Asset Management
Pennsylvania
$745K +$44.3K +270 +6%
AA
2764
Advisory Alpha
Michigan
$744K +$246K +1,495 +47%
SFA
2765
Semmax Financial Advisors
North Carolina
$743K -$202K -1,233 -21%
EBA
2766
Eagle Bay Advisors
New York
$742K -$121K -739 -14%
Vanguard Capital Wealth Advisors
2767
Vanguard Capital Wealth Advisors
Colorado
$741K +$329K +2,006 +75%
KAM
2768
KEB Asset Management
Illinois
$739K +$766K +4,665 New
DAM
2769
Diamant Asset Management
Connecticut
$738K
WA1
2770
Wimmer Associates 1
California
$734K +$10.3K +63 +1%
BRG
2771
Bay Rivers Group
Virginia
$733K -$1.64K -10 -0.2%
SAS
2772
Stelac Advisory Services
New York
$732K -$246K -1,501 -25%
WCM
2773
Wedge Capital Management
North Carolina
$732K -$15.8K -96 -2%
RHDIC
2774
R.H. Dinel Investment Counsel
California
$727K
SFG
2775
Sather Financial Group
Texas
$727K