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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
3001
Sendero Wealth Management
Texas
$1.64M +$14.5K +57 +1%
SFWC
3002
Strategic Family Wealth Counselors
New Jersey
$1.64M +$15.6K +61 +1%
CCA
3003
Carrera Capital Advisors
Michigan
$1.64M -$46.7K -183 -3%
BWA
3004
Brave Warrior Advisors
New York
$1.64M – – –
Barings
3005
Barings
North Carolina
$1.64M +$1.05M +4,132 +273%
IPW
3006
Impact Partnership Wealth
Georgia
$1.63M +$1.44M +5,636 New
WF
3007
Womack Financial
Texas
$1.63M -$120K -470 -8%
USWIA
3008
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.63M +$185K +726 +15%
PCA
3009
Prosperity Capital Advisors
Ohio
$1.63M +$190K +746 +15%
CTFG
3010
Capstone Triton Financial Group
Oklahoma
$1.63M +$1.43M +5,621 New
GWP
3011
Gateway Wealth Partners
Wisconsin
$1.63M +$72.7K +285 +5%
SMWM
3012
Silvia McColl Wealth Management
California
$1.63M -$20.4K -80 -1%
CGFA
3013
Colton Groome Financial Advisors
North Carolina
$1.62M +$27.3K +107 +2%
AG
3014
AmeriFlex Group
Nevada
$1.62M -$479K -1,879 -25%
A
3015
AlphaQuest
New York
$1.62M -$9.7K -38 -0.7%
AIP
3016
Almanack Investment Partners
Pennsylvania
$1.62M +$144K +563 +11%
MWM
3017
Manske Wealth Management
Texas
$1.62M +$52.1K +204 +4%
HS
3018
Horan Securities
United States
$1.61M +$188K +735 +15%
WMWM
3019
Wilkins Miller Wealth Management
Alabama
$1.61M -$42.9K -168 -3%
CAM
3020
Creekmur Asset Management
Illinois
$1.61M +$431K +1,690 +44%
FC
3021
Financial Council
Maryland
$1.61M – – –
YIM
3022
Yoffe Investment Management
Pennsylvania
$1.61M +$1.79K +7 +0.1%
CC
3023
Copperleaf Capital
North Carolina
$1.61M +$169K +664 +14%
BWA
3024
Burt Wealth Advisors
Maryland
$1.61M – – –
OLA
3025
Oliver Luxxe Assets
New Jersey
$1.61M +$35.5K +139 +3%