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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
FI
2751
Financial Insights
Washington
$504K +$553K +4,819 New
BRG
2752
Bay Rivers Group
Virginia
$502K
KWS
2753
Keystone Wealth Services
California
$501K +$57.7K +503 +12%
ISWM
2754
Independent Solutions Wealth Management
New York
$499K +$74.8K +652 +16%
CWA
2755
CJM Wealth Advisers
Virginia
$496K -$2.52K -22 -0.5%
VCM
2756
Virtue Capital Management
Tennessee
$495K -$21.7K -189 -4%
GG
2757
GenWealth Group
New Jersey
$494K
JF
2758
Joule Financial
Kentucky
$493K +$75.3K +656 +16%
MTIM
2759
Marathon Trading Investment Management
Pennsylvania
$492K +$263K +2,294 +95%
SEP
2760
Southland Equity Partners
Missouri
$489K -$14.5K -126 -3%
LI
2761
LVZ Inc
Michigan
$488K -$1.03K -9 -0.2%
DAM
2762
Diamant Asset Management
Connecticut
$488K +$1.15K +10 +0.2%
RPCONE
2763
Retirement Planning Company of New England
Rhode Island
$487K +$40.6K +354 +8%
HWA
2764
HHM Wealth Advisors
Tennessee
$486K -$95.7K -834 -15%
ARC
2765
Advisor Resource Council
Texas
$484K -$1.92M -16,702 -78%
PAM
2766
Premier Asset Management
Illinois
$484K +$8.84K +77 +2%
NRI
2767
NFP Retirement Inc
California
$482K +$7.12K +62 +1%
SAS
2768
Stelac Advisory Services
New York
$482K
AWM
2769
Avondale Wealth Management
Texas
$481K -$31.6K -275 -6%
HI
2770
Harper Investing
California
$481K +$31.9K +278 +6%
Cohen & Steers
2771
Cohen & Steers
New York
$480K
KC
2772
Kenfarb & Co
Kentucky
$480K
RHDIC
2773
R.H. Dinel Investment Counsel
California
$480K
EAM
2774
Eukles Asset Management
Ohio
$480K +$59.8K +521 +13%
LWM
2775
Liberty Wealth Management
California
$479K +$79.8K +695 +18%