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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
FA
2776
Fortis Advisors
Pennsylvania
$359K +$10.1K +90 +3%
TA
2777
TrueWealth Advisors
Alabama
$359K +$291K +2,599 New
DCM
2778
Dimension Capital Management
Florida
$358K -$138K -1,235 -30%
CFA
2779
Cahill Financial Advisors
Minnesota
$358K +$314K +2,813 New
CF
2780
Corrigan Financial
Rhode Island
$356K +$224 +2 +0.1%
SG
2781
Strid Group
Pennsylvania
$356K -$19.4K -174 -6%
IWA
2782
IVC Wealth Advisors
Pennsylvania
$356K +$313K +2,804 New
Confluence Investment Management
2783
Confluence Investment Management
Missouri
$355K -$11.2K -100 -3%
SFG
2784
SageGuard Financial Group
Tennessee
$354K +$311K +2,781 New
LWA
2785
Lenox Wealth Advisors
New York
$353K +$80.8K +723 +35%
CWA
2786
Capital Wealth Alliance
Arizona
$352K -$12K -107 -4%
RC
2787
Rovin Capital
Arizona
$352K -$5.03K -45 -2%
GAM
2788
Gould Asset Management
California
$351K – – –
TA
2789
Trellis Advisors
Washington
$350K +$12.4K +111 +4%
SLWS
2790
Swaine & Leidel Wealth Services
Florida
$350K +$12.9K +115 +4%
Flow Traders U.S.
2791
Flow Traders U.S.
New York
$350K +$308K +2,752 New
VFP
2792
Verus Financial Partners
Virginia
$349K -$2.1M -18,763 -87%
MMHP
2793
Murphy Middleton Hinkle & Parker
Georgia
$348K -$5.59K -50 -2%
Conestoga Capital Advisors
2794
Conestoga Capital Advisors
Pennsylvania
$348K – – –
1W
2795
1776 Wealth
Georgia
$348K +$224 +2 +0.1%
GGI
2796
Godsey & Gibb Inc
Virginia
$347K +$305K +2,731 New
TFA
2797
Teamwork Financial Advisors
Texas
$346K -$42.9K -384 -12%
RC
2798
Reik & Co
New York
$346K – – –
MGWM
2799
Marks Group Wealth Management
Minnesota
$345K – – –
BA
2800
BCM Advisors
Louisiana
$344K – – –