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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
FCIM
2751
Fairview Capital Investment Management
California
$753K +$88.5K +539 +13%
RIS
2752
Retirement Income Solutions
Michigan
$752K +$266K +1,620 +52%
MFW
2753
Mosaic Family Wealth
Missouri
$751K -$130K -790 -14%
DWM
2754
Drive Wealth Management
Utah
$751K +$779K +4,742 New
Cohen & Steers
2755
Cohen & Steers
New York
$750K -$136K -831 -15%
GWSG
2756
GPS Wealth Strategies Group
Colorado
$750K -$11.8K -72 -1%
CA
2757
Crewe Advisors
Utah
$750K +$213K +1,299 +38%
DSCM
2758
Del-Sette Capital Management
New York
$749K +$776K +4,727 New
FW
2759
FirstPurpose Wealth
Utah
$749K +$777K +4,733 New
APC
2760
Aspire Private Capital
North Carolina
$748K +$179K +1,090 +30%
AIA
2761
Arbor Investment Advisors
North Carolina
$747K – – –
HA
2762
HYA Advisors
Missouri
$746K -$32.4K -197 -4%
MWM
2763
Merriman Wealth Management
Washington
$746K +$104K +635 +16%
GSAM
2764
Grant Street Asset Management
Pennsylvania
$745K +$44.3K +270 +6%
AA
2765
Advisory Alpha
Michigan
$744K +$246K +1,495 +47%
SFA
2766
Semmax Financial Advisors
North Carolina
$743K -$202K -1,233 -21%
EBA
2767
Eagle Bay Advisors
New York
$742K -$121K -739 -14%
Vanguard Capital Wealth Advisors
2768
Vanguard Capital Wealth Advisors
Colorado
$741K +$329K +2,006 +75%
KAM
2769
KEB Asset Management
Illinois
$739K +$766K +4,665 New
DAM
2770
Diamant Asset Management
Connecticut
$738K – – –
WA1
2771
Wimmer Associates 1
California
$734K +$10.3K +63 +1%
BRG
2772
Bay Rivers Group
Virginia
$733K -$1.64K -10 -0.2%
SAS
2773
Stelac Advisory Services
New York
$732K -$246K -1,501 -25%
WCM
2774
Wedge Capital Management
North Carolina
$732K -$15.8K -96 -2%
RHDIC
2775
R.H. Dinel Investment Counsel
California
$727K – – –