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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
2801
Curtis Advisory Group
California
$343K – – –
RVPG
2802
Relative Value Partners Group
$342K +$31.2K +279 +12%
DI
2803
Diligent Investors
California
$341K +$7.38K +66 +3%
Assenagon Asset Management
2804
Assenagon Asset Management
Luxembourg
$341K +$300K +2,687 New
Pure Financial Advisors
2805
Pure Financial Advisors
California
$340K +$43.3K +387 +17%
WCG
2806
Weaver Consulting Group
California
$339K +$2.23K +20 +0.8%
MLFP
2807
MPS Loria Financial Planners
Illinois
$337K +$71.8K +642 +32%
DJYG
2808
David J. Yvars Group
Florida
$337K +$296K +2,652 New
BA
2809
Bridge Advisory
California
$336K +$296K +2,645 New
EWA
2810
Encompass Wealth Advisors
Oregon
$336K +$296K +2,646 New
DSAM
2811
Dock Street Asset Management
Florida
$335K -$33.5K -300 -10%
CFO
2812
CVA Family Office
Colorado
$335K -$5.92K -53 -2%
Truepoint Inc
2813
Truepoint Inc
Ohio
$334K +$294K +2,632 New
Vanguard Capital Wealth Advisors
2814
Vanguard Capital Wealth Advisors
Colorado
$334K +$298K +2,665 New
PWM
2815
Praetorian Wealth Management
California
$333K -$10.7K -96 -4%
WI
2816
Wedgewood Investors
Pennsylvania
$332K +$30.7K +275 +12%
ZCA
2817
Zeke Capital Advisors
Pennsylvania
$331K +$2.01K +18 +0.7%
Horizon Kinetics Asset Management
2818
Horizon Kinetics Asset Management
New York
$330K -$493K -4,408 -63%
UFA
2819
US Financial Advisors
Massachusetts
$330K +$290K +2,598 New
AWM
2820
Altus Wealth Management
Kentucky
$329K -$29.2K -261 -9%
KCA
2821
Karn Couzens & Associates
Connecticut
$329K +$289K +2,586 New
Foster Group
2822
Foster Group
Iowa
$328K +$293K +2,617 New
B
2823
Bridgeworth
Alabama
$327K -$97.8K -875 -25%
WA
2824
Wealth Advisors
California
$327K -$35.7K -319 -11%
TFGT
2825
TS Financial Group (TSFG)
Illinois
$323K +$671 +6 +0.2%