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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
2801
Thrive Wealth Management
Pennsylvania
$2.09M -$6.63K -26 -0.4%
NJIM
2802
Nabity-Jensen Investment Management
Nebraska
$2.09M +$53.1K +208 +3%
SLG
2803
Stanley-Laman Group
Pennsylvania
$2.09M -$1.16M -4,548 -39%
G
2804
GenTrust
Florida
$2.09M -$174K -683 -9%
VC
2805
Veracity Capital
Georgia
$2.08M -$105K -413 -5%
EM
2806
ELCO Management
New York
$2.08M -$61.2K -240 -3%
TC
2807
Trilogy Capital
California
$2.07M -$68.1K -267 -4%
OIM
2808
Orca Investment Management
Oregon
$2.07M +$23K +90 +1%
FIM
2809
Freedom Investment Management
Connecticut
$2.07M -$89.8K -352 -5%
CPG
2810
Cornerstone Planning Group
New Jersey
$2.07M +$453K +1,776 +33%
TWPM
2811
Total Wealth Planning & Management
Florida
$2.07M +$39.6K +155 +2%
GWSG
2812
GPS Wealth Strategies Group
Colorado
$2.06M -$13K -51 -0.7%
AWG
2813
Altus Wealth Group
Colorado
$2.06M +$83.4K +327 +5%
KA
2814
Kozak & Associates
Colorado
$2.06M -$16.3K -64 -0.9%
RWM
2815
Revisor Wealth Management
Ohio
$2.06M +$1.18M +4,629 +188%
RWM
2816
Riverbend Wealth Management
South Carolina
$2.05M +$47.7K +187 +3%
MW
2817
Maia Wealth
Colorado
$2.05M +$507K +1,986 +39%
RIM
2818
Redwood Investment Management
Arizona
$2.05M -$382K -1,498 -17%
SPI
2819
Sutton Place Investors
New York
$2.05M +$131K +514 +8%
RB
2820
Renasant Bank
Mississippi
$2.05M +$331K +1,297 +22%
TWA
2821
Talisman Wealth Advisors
New Jersey
$2.05M +$1.53K +6 +0.1%
AGA
2822
Accuvest Global Advisors
Utah
$2.04M +$222K +868 +14%
UWS
2823
Unique Wealth Strategies
Illinois
$2.04M -$87K -341 -5%
FC
2824
Fairscale Capital
New Hampshire
$2.04M +$136K +533 +8%
HP
2825
Holistic Planning
Texas
$2.04M +$678K +2,658 +61%