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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
RSWA
3101
Robinson Smith Wealth Advisors
Maine
$846K +$197K +1,006 +32%
GA
3102
Goldstein Advisors
Wisconsin
$846K +$32.1K +164 +4%
CWA
3103
CJM Wealth Advisers
Virginia
$845K -$77.4K -396 -9%
EI
3104
Ellevest Inc
New York
$841K -$151K -774 -16%
GF
3105
GGM Financials
Ohio
$841K +$813K +4,160 New
SAM
3106
S.A. Mason
Michigan
$840K +$48.1K +246 +6%
CGH
3107
CMG Global Holdings
Texas
$837K -$4.11K -21 -0.5%
SC
3108
Summa Corp
Texas
$836K -$12.7K -65 -2%
AAG
3109
Armstrong Advisory Group
Massachusetts
$834K +$102K +522 +15%
AI
3110
AXS Investments
New York
$831K -$181K -927 -18%
GSIAS
3111
Garden State Investment Advisory Services
New Jersey
$830K +$37.3K +191 +5%
BC
3112
BIT Capital
Germany
$829K -$6.47M -33,083 -89%
GWM
3113
Gibbs Wealth Management
Georgia
$829K +$159K +812 +25%
WSWA
3114
Warren Street Wealth Advisors
California
$829K +$5.87K +30 +0.7%
KWM
3115
Kaydan Wealth Management
Michigan
$825K +$17.2K +88 +2%
CWA
3116
Clearview Wealth Advisors
Oregon
$825K -$35.2K -180 -4%
WA1
3117
Wimmer Associates 1
California
$824K -$15.8K -81 -2%
QPW
3118
Quantum Private Wealth
Florida
$823K +$66.5K +340 +9%
HKAM
3119
Horizon Kinetics Asset Management
New York
$823K -$76.6K -392 -9%
IAG
3120
Investmark Advisory Group
Connecticut
$821K -$4.11K -21 -0.5%
CP
3121
Castleview Partners
Texas
$820K -$55.9K -286 -7%
BSG
3122
Black Swift Group
Colorado
$819K -$2.26M -11,573 -74%
TFG
3123
Taylor Financial Group
Virginia
$817K
WWM
3124
Whalen Wealth Management
Nevada
$813K -$2.74K -14 -0.3%
HP
3125
Holistic Planning
Texas
$812K