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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
PP
2776
PrairieView Partners
Minnesota
$104K +$95 +1 +0.1%
JPLA
2777
Joseph P. Lucia & Associates
New York
$104K +$190 +2 +0.2%
CA
2778
Centerpoint Advisors
Massachusetts
$102K +$5.22K +55 +5%
LGWM
2779
Litman Gregory Wealth Management
California
$100K – – –
HWM
2780
Holloway Wealth Management
Florida
$99K – – –
LAM
2781
Lountzis Asset Management
Pennsylvania
$99K +$99.6K +1,050 New
Loomis, Sayles & Company
2782
Loomis, Sayles & Company
Massachusetts
$98K -$5.31K -56 -5%
DOA
2783
D'Orazio & Associates
Virginia
$94K +$20.7K +218 +28%
WC
2784
Wexford Capital
Florida
$94K +$94.9K +1,000 New
IWP
2785
IAG Wealth Partners
Wisconsin
$92K -$1.71K -18 -2%
CCM
2786
Cribstone Capital Management
Maine
$88K +$2.37K +25 +3%
APC
2787
Aspire Private Capital
North Carolina
$88K +$8.06K +85 +10%
HFM
2788
Harvest Fund Management
China
$86K -$65.7K -692 -43%
OAJ
2789
Ogorek Anthony Joseph
New York
$86K – – –
MSFP
2790
Mark Sheptoff Financial Planning
Connecticut
$79K -$9.49K -100 -11%
ME
2791
McIlrath & Eck
Washington
$79K +$20.1K +212 +34%
TF
2792
TimeScale Financial
Massachusetts
$75K -$28.5K -300 -27%
SFG
2793
Sowa Financial Group
Rhode Island
$75K – – –
BEI
2794
Benjamin Edwards Inc
Missouri
$74K -$1.61K -17 -2%
ELI
2795
Empire Life Investments
Ontario, Canada
$71K -$20.7K -218 -22%
EIP
2796
Ellis Investment Partners
Pennsylvania
$71K -$14.9K -157 -17%
JWM
2797
Janiczek Wealth Management
Colorado
$67K +$32.4K +341 +91%
BHWM
2798
Bay Harbor Wealth Management
Maryland
$65K +$10.2K +107 +18%
LFG
2799
Larson Financial Group
Missouri
$63K +$6.55K +69 +12%
HL
2800
Harding Loevner
New Jersey
$60K – – –