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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2801
Maltin Wealth Management
New Jersey
$646K -$57.9K -457 -9%
FCA
2802
Fortis Capital Advisors
Kansas
$645K +$609K +4,809 New
SWM
2803
Selective Wealth Management
Virginia
$643K -$261K -2,060 -30%
LGA
2804
Lebenthal Global Advisors
New York
$643K +$82K +647 +16%
TFA
2805
Tranquilli Financial Advisor
New Jersey
$640K +$78.7K +621 +15%
CA
2806
Crumly & Associates
Illinois
$640K -$168K -1,326 -22%
LDFR
2807
Lehman & Derafelo Financial Resources
Pennsylvania
$639K +$280K +2,209 +86%
CCT
2808
Capital City Trust
Florida
$638K +$47.6K +376 +9%
FFM
2809
Flagstone Financial Management
Nebraska
$637K +$602K +4,752 New
LI
2810
LVZ Inc
Michigan
$636K +$10.1K +80 +2%
GG
2811
GenWealth Group
New Jersey
$634K
AFG
2812
Arkansas Financial Group
Arkansas
$632K -$19.4K -153 -3%
DAM
2813
Diamant Asset Management
Connecticut
$626K
MWM
2814
MinichMacGregor Wealth Management
New York
$626K +$150K +1,180 +34%
APA
2815
Astoria Portfolio Advisors
New York
$624K -$224K -1,770 -28%
NFG
2816
Nadler Financial Group
Illinois
$621K -$60.9K -481 -9%
I2I
2817
Insight 2811 Inc
Illinois
$621K +$200K +1,575 +52%
TWM
2818
TriaGen Wealth Management
California
$617K +$5.45K +43 +0.9%
Cohen & Steers
2819
Cohen & Steers
New York
$616K
RHDIC
2820
R.H. Dinel Investment Counsel
California
$616K
SRAM
2821
Spouting Rock Asset Management
Pennsylvania
$615K +$581K +4,588 New
CWP
2822
Curated Wealth Partners
California
$612K +$15.3K +121 +3%
SPI
2823
Sutton Place Investors
New York
$612K +$887 +7 +0.2%
PSCM
2824
Per Stirling Capital Management
Texas
$610K +$576K +4,548 New
MIM
2825
Merrion Investment Management
New Jersey
$609K