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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
KWS
2826
Keystone Wealth Services
California
$575K -$10.6K -72 -2%
BMCM
2827
Bryn Mawr Capital Management
Pennsylvania
$575K +$258K +1,749 +71%
DW
2828
Domani Wealth
Pennsylvania
$574K -$28.9K -196 -4%
HFW
2829
Horizon Family Wealth
Illinois
$574K +$284K +1,924 +84%
SNBOSD
2830
Security National Bank of So Dak
Iowa
$571K – – –
CPC
2831
Consolidated Planning Corp
Georgia
$571K +$8.71K +59 +1%
FFA
2832
Fi3 Financial Advisors
Indiana
$571K +$10.8K +73 +2%
SDAM
2833
Shulman DeMeo Asset Management
New York
$571K +$28.8K +195 +5%
ASC
2834
Atalanta Sosnoff Capital
New York
$570K -$128M -864,341 -100%
CC
2835
Centiva Capital
New York
$569K +$275K +1,862 +81%
CFA
2836
Cahill Financial Advisors
Minnesota
$567K -$9K -61 -1%
RIS
2837
Retirement Income Solutions
Michigan
$565K -$88.6K -600 -13%
RAM
2838
Riggs Asset Management
Pennsylvania
$565K -$49.9K -338 -8%
SCA
2839
Sandy Cove Advisors
Massachusetts
$564K +$47.8K +324 +8%
ICM
2840
Islay Capital Management
Texas
$561K -$165K -1,117 -21%
PCFFS
2841
Pacific Center for Financial Services
California
$561K +$295 +2 +0%
FSA
2842
Financial Sense Advisors
California
$561K +$607K +4,112 New
HWM
2843
Horizon Wealth Management
Illinois
$559K -$169K -1,146 -22%
AC
2844
Annandale Capital
Texas
$556K – – –
WAM
2845
WNY Asset Management
New York
$556K +$6.2K +42 +1%
DWP
2846
Destiny Wealth Partners
Florida
$556K +$6.79K +46 +1%
EA
2847
Emerald Advisors
Washington
$556K +$15.6K +106 +3%
MWPCG
2848
Measured Wealth Private Client Group
New Hampshire
$552K -$53.4K -362 -8%
OAM
2849
Oberweis Asset Management
Illinois
$552K +$443 +3 +0.1%
SFG
2850
Sunburst Financial Group
Alabama
$552K +$57.3K +388 +11%