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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
VBFG
2926
Vishria Bird Financial Group
Tennessee
$248K +$218K +1,952 New
CCA
2927
Cadent Capital Advisors
Oklahoma
$248K +$218K +1,953 New
Loomis, Sayles & Company
2928
Loomis, Sayles & Company
Massachusetts
$247K +$162K +1,453 +295%
HFA
2929
Hoover Financial Advisors
Pennsylvania
$247K +$196K +1,751 New
NA
2930
Navellier & Associates
Nevada
$247K +$217K +1,940 New
EWA
2931
ERTS Wealth Advisors
Michigan
$246K +$216K +1,935 New
BFS
2932
Bickling Financial Services
Massachusetts
$246K +$216K +1,936 New
LC
2933
Landaas & Company
Wisconsin
$245K -$323K -2,894 -60%
NEPPG
2934
New England Professional Planning Group
Rhode Island
$245K -$7.71K -69 -3%
TCM
2935
Tanaka Capital Management
New York
$245K
RFP
2936
Roth Financial Partners
Texas
$245K +$216K +1,929 New
ECAM
2937
East Coast Asset Management
Massachusetts
$244K +$215K +1,924 New
LD
2938
Lipe & Dalton
New York
$243K
FWP
2939
Firethorn Wealth Partners
Georgia
$242K +$213K +1,903 New
TC
2940
Tacita Capital
Ontario, Canada
$241K +$212K +1,895 New
DFA
2941
DHJJ Financial Advisors
Illinois
$241K +$212K +1,897 New
SC
2942
Shay Capital
New York
$241K +$212K +1,900 New
CA
2943
Capital Advantage
California
$239K +$213K +1,905 New
EFL
2944
ERn Financial LLC
Wisconsin
$238K +$209K +1,871 New
DC
2945
Derby & Company
Massachusetts
$238K +$209K +1,873 New
OWA
2946
One Wealth Advisors
California
$238K +$210K +1,877 New
SWMG
2947
Strategic Wealth Management Group
Maryland
$236K +$208K +1,859 New
WCWM
2948
Willow Creek Wealth Management
California
$235K +$207K +1,853 New
TWP
2949
Tower Wealth Partners
Pennsylvania
$234K +$206K +1,844 New
JFG
2950
JMG Financial Group
Illinois
$233K +$205K +1,835 New