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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
Sageworth Trust
2926
Sageworth Trust
Pennsylvania
$249K +$121K +1,084 +123%
VBFG
2927
Vishria Bird Financial Group
Tennessee
$248K +$218K +1,952 New
CCA
2928
Cadent Capital Advisors
Oklahoma
$248K +$218K +1,953 New
Loomis, Sayles & Company
2929
Loomis, Sayles & Company
Massachusetts
$247K +$162K +1,453 +295%
HFA
2930
Hoover Financial Advisors
Pennsylvania
$247K +$196K +1,751 New
NA
2931
Navellier & Associates
Nevada
$247K +$217K +1,940 New
EWA
2932
ERTS Wealth Advisors
Michigan
$246K +$216K +1,935 New
BFS
2933
Bickling Financial Services
Massachusetts
$246K +$216K +1,936 New
LC
2934
Landaas & Company
Wisconsin
$245K -$323K -2,894 -60%
NEPPG
2935
New England Professional Planning Group
Rhode Island
$245K -$7.71K -69 -3%
TCM
2936
Tanaka Capital Management
New York
$245K – – –
RFP
2937
Roth Financial Partners
Texas
$245K +$216K +1,929 New
ECAM
2938
East Coast Asset Management
Massachusetts
$244K +$215K +1,924 New
LD
2939
Lipe & Dalton
New York
$243K – – –
FWP
2940
Firethorn Wealth Partners
Georgia
$242K +$213K +1,903 New
TC
2941
Tacita Capital
Ontario, Canada
$241K +$212K +1,895 New
DFA
2942
DHJJ Financial Advisors
Illinois
$241K +$212K +1,897 New
SC
2943
Shay Capital
New York
$241K +$212K +1,900 New
CA
2944
Capital Advantage
California
$239K +$213K +1,905 New
EFL
2945
ERn Financial LLC
Wisconsin
$238K +$209K +1,871 New
DC
2946
Derby & Company
Massachusetts
$238K +$209K +1,873 New
OWA
2947
One Wealth Advisors
California
$238K +$210K +1,877 New
SWMG
2948
Strategic Wealth Management Group
Maryland
$236K +$208K +1,859 New
WCWM
2949
Willow Creek Wealth Management
California
$235K +$207K +1,853 New
TWP
2950
Tower Wealth Partners
Pennsylvania
$234K +$206K +1,844 New