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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
VPW
2826
Vericrest Private Wealth
Pennsylvania
$671K +$696K +4,237 New
AGA
2827
Accuvest Global Advisors
Utah
$670K +$194K +1,181 +39%
CFA
2828
Cahill Financial Advisors
Minnesota
$669K -$4.27K -26 -0.6%
EHAM
2829
Eagle Harbor Asset Management
Washington
$668K +$693K +4,221 New
JFGLC
2830
Johnson Financial Group LLC (Colorado)
Colorado
$667K +$44.5K +271 +7%
PCI
2831
Planning Center Inc
Illinois
$665K +$728K +4,435 New
SNBOSD
2832
Security National Bank of So Dak
Iowa
$664K +$74.7K +455 +12%
LF
2833
Lee Financial
Texas
$661K +$158K +961 +30%
CC
2834
Callan Capital
California
$658K +$212K +1,291 +45%
TWM
2835
Thrive Wealth Management
Pennsylvania
$657K +$681K +4,147 New
CPC
2836
Consolidated Planning Corp
Georgia
$654K – – –
SCM
2837
Stonehearth Capital Management
Massachusetts
$653K +$6.9K +42 +1%
SFS
2838
Stiles Financial Services
Minnesota
$653K +$677K +4,121 New
PCFFS
2839
Pacific Center for Financial Services
California
$651K +$21.7K +132 +3%
FFA
2840
Fi3 Financial Advisors
Indiana
$651K +$60.3K +367 +10%
GC
2841
Grace Capital
Massachusetts
$650K +$83.3K +507 +14%
AC
2842
Annandale Capital
Texas
$646K – – –
FA
2843
Financial Advisors
Massachusetts
$645K +$18.4K +112 +3%
NG
2844
Northstar Group
New York
$644K +$17.2K +105 +3%
MPW
2845
Monterey Private Wealth
California
$642K -$95.1K -579 -12%
TSWM
2846
Tyler-Stone Wealth Management
Ohio
$642K +$665K +4,051 New
Oberweis Asset Management
2847
Oberweis Asset Management
Illinois
$641K -$37.4K -228 -5%
AP
2848
Arlington Partners
Alabama
$640K – – –
PWS
2849
Private Wealth Strategies
Ohio
$640K – – –
CL
2850
COWA LLC
Oklahoma
$639K – – –