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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
AFO
2851
Allie Family Office
Florida
$943K
JCIA
2852
Jackson Creek Investment Advisors
Colorado
$941K +$189K +1,249 +29%
FB
2853
First Bancorp
Maine
$938K -$3.33K -22 -0.4%
ES
2854
Eagle Strategies
New York
$937K -$1.82K -12 -0.2%
FA
2855
Fiducient Advisors
Illinois
$937K +$5.61K +37 +0.7%
SEIA
2856
Signature Estate & Investment Advisors
California
$934K +$73.2K +483 +10%
AWM
2857
Avaii Wealth Management
Wisconsin
$934K -$27.7K -183 -3%
CCM
2858
Crew Capital Management
Ohio
$933K -$2.58K -17 -0.3%
FCM
2859
Firestone Capital Management
Florida
$932K -$18.6K -123 -2%
WF
2860
Wayfinding Financial
Washington
$932K +$39.3K +259 +5%
LAS
2861
LWM Advisory Services
Florida
$930K -$147K -973 -15%
SFP
2862
Sandbox Financial Partners
Maryland
$930K +$4.55K +30 +0.6%
Financial Engines Advisors
2863
Financial Engines Advisors
California
$929K -$57.3K -378 -6%
CWA
2864
Clearview Wealth Advisors
Oregon
$927K -$909 -6 -0.1%
BAM
2865
Bellevue Asset Management
Washington
$927K -$7.88K -52 -0.9%
GSAM
2866
Grant Street Asset Management
Pennsylvania
$926K -$10.3K -68 -1%
HSG
2867
Helen Stephens Group
Texas
$926K +$547K +3,608 +196%
GDP
2868
Great Diamond Partners
Maine
$926K +$8.03K +53 +1%
CSI
2869
Cross Staff Investments
New York
$925K +$152 +1 +0%
CA
2870
Cambridge Advisors
Nebraska
$924K +$152 +1 +0%
BWA
2871
Burt Wealth Advisors
Maryland
$923K
RG
2872
Renaissance Group
Kentucky
$922K -$172K -1,135 -17%
RFA
2873
ROI Financial Advisors
Oregon
$922K +$822K +5,422 New
RPGK
2874
Retirement Planning Group (Kansas)
Kansas
$921K -$6.37K -42 -0.8%
FCIM
2875
Fairview Capital Investment Management
California
$920K +$57.4K +379 +8%