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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
2776
Heartwood Wealth Advisors
Virginia
$624K +$3.98K +27 +0.6%
WC
2777
Westhampton Capital
North Carolina
$623K +$13.3K +90 +2%
LI
2778
LVZ Inc
Michigan
$620K +$16.7K +113 +3%
MIM
2779
Merrion Investment Management
New Jersey
$619K – – –
CC
2780
Callan Capital
California
$619K +$56.5K +383 +9%
WA1
2781
Wimmer Associates 1
California
$615K -$18.9K -128 -3%
FFWM
2782
Future Financial Wealth Management
Ohio
$614K -$356K -2,409 -35%
SWA
2783
Sax Wealth Advisors
New Jersey
$611K -$88.3K -598 -12%
LA
2784
Lifeworks Advisors
Michigan
$611K -$3.98K -27 -0.6%
COF
2785
Capital One Financial
Virginia
$609K -$751K -5,088 -53%
Cohen & Steers
2786
Cohen & Steers
New York
$609K -$39.6K -268 -6%
DE
2787
Day & Ennis
Georgia
$609K +$15.9K +108 +2%
TFM
2788
TFC Financial Management
Massachusetts
$608K -$92.3K -625 -12%
IFA
2789
Index Fund Advisors
California
$608K -$4.87K -33 -0.7%
DEM
2790
Disciplined Equity Management
Florida
$608K +$13.1K +89 +2%
LAM
2791
LifePro Asset Management
California
$606K -$291K -1,972 -31%
MFGP
2792
Marshall Financial Group (Pennsylvania)
Pennsylvania
$606K +$2.07K +14 +0.3%
GSAM
2793
Grant Street Asset Management
Pennsylvania
$605K -$39.9K -270 -6%
ISWM
2794
Independent Solutions Wealth Management
New York
$605K +$6.5K +44 +1%
QPW
2795
Quantum Private Wealth
Florida
$604K – – –
TWM
2796
Thrive Wealth Management
Pennsylvania
$604K +$41.8K +283 +7%
ACA
2797
Affinity Capital Advisors
California
$603K +$1.62K +11 +0.2%
LGA
2798
Lebenthal Global Advisors
New York
$602K -$260K -1,760 -28%
APC
2799
Aspire Private Capital
North Carolina
$602K -$45.6K -309 -7%
AA
2800
Advisory Alpha
Michigan
$602K -$42.2K -286 -6%