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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
WI
3051
Wedgewood Investors
Pennsylvania
$309K
BDFN
3052
Bond & Devick Financial Network
Minnesota
$309K +$18.6K +150 +6%
FA
3053
Fountainhead AM
New Jersey
$308K +$11.2K +90 +3%
RC
3054
Reik & Co
New York
$307K
HKAM
3055
Horizon Kinetics Asset Management
New York
$306K +$4.58K +37 +1%
FA
3056
Fiducient Advisors
Illinois
$306K +$49.7K +401 +17%
TIA
3057
Tandem Investment Advisors
South Carolina
$305K +$77.9K +629 +30%
SG
3058
Swarthmore Group
Pennsylvania
$304K -$5.36M -43,284 -94%
Vanguard Capital Wealth Advisors
3059
Vanguard Capital Wealth Advisors
Colorado
$304K -$203K -1,642 -38%
DU
3060
Delphia (USA)
Ontario, Canada
$304K -$87.7K -708 -21%
TF
3061
TRH Financial
Iowa
$304K -$54.4K -439 -14%
SFWC
3062
Strategic Family Wealth Counselors
New Jersey
$302K +$10.5K +85 +3%
ML
3063
Mayport LLC
Massachusetts
$301K -$372 -3 -0.1%
DSAM
3064
Dock Street Asset Management
Florida
$301K
JCM
3065
Jag Capital Management
Missouri
$301K +$331K +2,675 New
CF
3066
Corrigan Financial
Rhode Island
$301K -$18.2K -147 -5%
VFP
3067
Verus Financial Partners
Virginia
$298K -$74.8K -604 -19%
PCM
3068
Pennsylvania Capital Management
Pennsylvania
$298K
MWM
3069
Madison Wealth Management
Ohio
$298K +$2.6K +21 +0.8%
SLA
3070
Silver Lake Advisory
Utah
$298K +$6.69K +54 +2%
AIA
3071
AIMZ Investment Advisors
California
$297K
AWM
3072
Altus Wealth Management
Kentucky
$297K +$1.11K +9 +0.3%
MPCL
3073
My Personal CFO LLC
Washington
$297K +$23.2K +187 +8%
PGWM
3074
Pitti Group Wealth Management
New York
$297K +$24.8K +200 +8%
AWM
3075
Act Wealth Management
Texas
$296K -$19.9K -161 -6%