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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
AMCA
3026
Arthur M. Cohen & Associates
Illinois
$521K -$55K -400 -10%
LFA
3027
Laraway Financial Advisors
Minnesota
$520K -$27.5K -200 -5%
SP
3028
Successful Portfolios
Florida
$519K -$479K -3,486 -49%
BRA
3029
Bender Robert & Associates
California
$519K -$70.4K -512 -13%
HIA
3030
HTG Investment Advisors
Connecticut
$518K +$13.8K +100 +3%
KC
3031
Kenfarb & Co
Kentucky
$518K -$4.13K -30 -0.8%
CFO
3032
Collective Family Office
Pennsylvania
$517K -$16.4K -119 -3%
SFWC
3033
Strategic Family Wealth Counselors
New Jersey
$516K +$85.8K +624 +21%
HA
3034
HC Advisors
Georgia
$515K -$84.3K -613 -15%
FCM
3035
Fourpath Capital Management
Oklahoma
$515K -$4.81K -35 -1%
CIA
3036
Cascade Investment Advisors
Oregon
$515K +$10.3K +75 +2%
Fuller & Thaler Asset Management
3037
Fuller & Thaler Asset Management
California
$514K -$2.2K -16 -0.5%
CCB
3038
Cutter & Co Brokerage
Missouri
$514K +$13.2K +96 +3%
PCMM
3039
Piedmont Capital Management (Montana)
Montana
$513K -$42.5K -309 -8%
NG
3040
Northstar Group
New York
$510K -$82.4K -599 -15%
CC
3041
Codex Capital
New York
$509K +$206K +1,500 +75%
I2I
3042
Insight 2811 Inc
Illinois
$509K -$145K -1,051 -23%
PPW
3043
Pasadena Private Wealth
California
$509K +$5.36K +39 +1%
BWM
3044
Brown Wealth Management
Illinois
$508K +$481K +3,496 New
1W
3045
1776 Wealth
Georgia
$508K +$2.06K +15 +0.4%
ADMI
3046
Albert D. Mason Inc
Massachusetts
$507K
JCM
3047
Jacobsen Capital Management
Utah
$506K -$18.8K -137 -4%
SAS
3048
Stelac Advisory Services
New York
$506K -$55.4K -403 -10%
MRWM
3049
ML&R Wealth Management
Texas
$505K -$1.79K -13 -0.4%
KIC
3050
Keating Investment Counselors
Florida
$504K -$375K -2,730 -44%