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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
2801
Relative Value Partners Group
$342K +$31.2K +279 +12%
DI
2802
Diligent Investors
California
$341K +$7.38K +66 +3%
Assenagon Asset Management
2803
Assenagon Asset Management
Luxembourg
$341K +$300K +2,687 New
PFA
2804
Pure Financial Advisors
California
$340K +$43.3K +387 +17%
WCG
2805
Weaver Consulting Group
California
$339K +$2.23K +20 +0.8%
MLFP
2806
MPS Loria Financial Planners
Illinois
$337K +$71.8K +642 +32%
DJYG
2807
David J. Yvars Group
Florida
$337K +$296K +2,652 New
BA
2808
Bridge Advisory
California
$336K +$296K +2,645 New
EWA
2809
Encompass Wealth Advisors
Oregon
$336K +$296K +2,646 New
DSAM
2810
Dock Street Asset Management
Florida
$335K -$33.5K -300 -10%
CFO
2811
CVA Family Office
Colorado
$335K -$5.92K -53 -2%
TI
2812
Truepoint Inc
Ohio
$334K +$294K +2,632 New
Vanguard Capital Wealth Advisors
2813
Vanguard Capital Wealth Advisors
Colorado
$334K +$298K +2,665 New
PWM
2814
Praetorian Wealth Management
California
$333K -$10.7K -96 -4%
WI
2815
Wedgewood Investors
Pennsylvania
$332K +$30.7K +275 +12%
ZCA
2816
Zeke Capital Advisors
Pennsylvania
$331K +$2.01K +18 +0.7%
HKAM
2817
Horizon Kinetics Asset Management
New York
$330K -$493K -4,408 -63%
UFA
2818
US Financial Advisors
Massachusetts
$330K +$290K +2,598 New
AWM
2819
Altus Wealth Management
Kentucky
$329K -$29.2K -261 -9%
KCA
2820
Karn Couzens & Associates
Connecticut
$329K +$289K +2,586 New
FG
2821
Foster Group
Iowa
$328K +$293K +2,617 New
B
2822
Bridgeworth
Alabama
$327K -$97.8K -875 -25%
WA
2823
Wealth Advisors
California
$327K -$35.7K -319 -11%
TFGT
2824
TS Financial Group (TSFG)
Illinois
$323K +$671 +6 +0.2%
WFA
2825
Websterrogers Financial Advisors
South Carolina
$323K +$261K +2,339 New