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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
3051
Opal Wealth Advisors
New York
$311K +$20.4K +165 +6%
WI
3052
Wedgewood Investors
Pennsylvania
$309K – – –
BDFN
3053
Bond & Devick Financial Network
Minnesota
$309K +$18.6K +150 +6%
FA
3054
Fountainhead AM
New Jersey
$308K +$11.2K +90 +3%
RC
3055
Reik & Co
New York
$307K – – –
HKAM
3056
Horizon Kinetics Asset Management
New York
$306K +$4.58K +37 +1%
FA
3057
Fiducient Advisors
Illinois
$306K +$49.7K +401 +17%
TIA
3058
Tandem Investment Advisors
South Carolina
$305K +$77.9K +629 +30%
SG
3059
Swarthmore Group
Pennsylvania
$304K -$5.36M -43,284 -94%
Vanguard Capital Wealth Advisors
3060
Vanguard Capital Wealth Advisors
Colorado
$304K -$203K -1,642 -38%
DU
3061
Delphia (USA)
Ontario, Canada
$304K -$87.7K -708 -21%
TF
3062
TRH Financial
Iowa
$304K -$54.4K -439 -14%
SFWC
3063
Strategic Family Wealth Counselors
New Jersey
$302K +$10.5K +85 +3%
ML
3064
Mayport LLC
Massachusetts
$301K -$372 -3 -0.1%
DSAM
3065
Dock Street Asset Management
Florida
$301K – – –
JCM
3066
Jag Capital Management
Missouri
$301K +$331K +2,675 New
CF
3067
Corrigan Financial
Rhode Island
$301K -$18.2K -147 -5%
VFP
3068
Verus Financial Partners
Virginia
$298K -$74.8K -604 -19%
PCM
3069
Pennsylvania Capital Management
Pennsylvania
$298K – – –
MWM
3070
Madison Wealth Management
Ohio
$298K +$2.6K +21 +0.8%
SLA
3071
Silver Lake Advisory
Utah
$298K +$6.69K +54 +2%
AIA
3072
AIMZ Investment Advisors
California
$297K – – –
AWM
3073
Altus Wealth Management
Kentucky
$297K +$1.11K +9 +0.3%
MPCL
3074
My Personal CFO LLC
Washington
$297K +$23.2K +187 +8%
PGWM
3075
Pitti Group Wealth Management
New York
$297K +$24.8K +200 +8%