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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
3051
Cottonwood Capital Advisors
Utah
$728K +$25.6K +169 +4%
AF
3052
Apollon Financial
South Carolina
$727K +$648K +4,274 New
JCM
3053
Jacobsen Capital Management
Utah
$726K +$77.1K +509 +14%
SIM
3054
SSI Investment Management
California
$725K -$2.27K -15 -0.4%
HAS
3055
HBW Advisory Services
California
$725K -$279K -1,840 -30%
NVIM
3056
New Vernon Investment Management
Illinois
$723K
MWM
3057
Mosley Wealth Management
California
$723K +$644K +4,248 New
NFG
3058
Nadler Financial Group
Illinois
$722K +$5.61K +37 +0.9%
HPWM
3059
High Pines Wealth Management
Massachusetts
$721K +$58.2K +384 +10%
ABLA
3060
Alan B. Lancz & Associates
Ohio
$720K
TFG
3061
Taylor Financial Group
Virginia
$720K +$641K +4,231 New
CFG
3062
Carr Financial Group
Massachusetts
$718K
RHDIC
3063
R.H. Dinel Investment Counsel
California
$717K
GF
3064
Gries Financial
Ohio
$716K -$289K -1,910 -31%
CIA
3065
Cape Investment Advisory
Georgia
$715K +$98.7K +651 +18%
CFO
3066
Callan Family Office
Pennsylvania
$715K +$219K +1,448 +53%
ACA
3067
Affinity Capital Advisors
California
$714K -$45.5K -300 -7%
WWP
3068
Walden Wealth Partners
Ohio
$713K +$635K +4,193 New
HIG
3069
Heritage Investment Group
Florida
$713K +$30.3K +200 +5%
SRSA
3070
S.R. Schill & Associates
Washington
$712K +$1.51K +10 +0.2%
SGWM
3071
Sterling Group Wealth Management
California
$712K +$303 +2 +0%
CWM
3072
Centric Wealth Management
Illinois
$711K +$19.7K +130 +3%
EIM
3073
Essex Investment Management
Massachusetts
$711K -$1.12M -7,378 -64%
Fiera Capital (Canada)
3074
Fiera Capital (Canada)
Quebec, Canada
$710K
BWCS
3075
Beirne Wealth Consulting Services
Connecticut
$709K +$302K +1,995 +92%