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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
3126
Prosperity Wealth Management
California
$448K +$1.95K +13 +0.4%
Cohen & Steers
3127
Cohen & Steers
New York
$446K – – –
WFA
3128
WestHill Financial Advisors
California
$445K +$460K +3,070 New
MSWMA
3129
Market Street Wealth Management Advisors
Indiana
$445K -$304K -2,027 -40%
RC
3130
Rovin Capital
Arizona
$445K – – –
CAM
3131
Crestone Asset Management
Colorado
$444K +$459K +3,065 New
CCMW
3132
Cypress Capital Management (Wyoming)
Wyoming
$442K -$3.75K -25 -0.8%
IP
3133
Isthmus Partners
Wisconsin
$442K +$41.7K +278 +10%
TFP
3134
Triune Financial Partners
Kansas
$441K +$2.85K +19 +0.6%
VCP
3135
Vista Capital Partners
Oregon
$440K -$15K -100 -3%
SAG
3136
Spotlight Asset Group
Illinois
$440K +$44.2K +295 +11%
MWPCG
3137
Measured Wealth Private Client Group
New Hampshire
$439K – – –
HWM
3138
Howard Wealth Management
Connecticut
$438K -$6K -40 -1%
FA
3139
Fountainhead AM
New Jersey
$438K +$6.45K +43 +1%
C
3140
CEDRUS
Colorado
$437K -$47.1K -314 -9%
B
3141
Bridgeworth
Alabama
$437K -$4.5K -30 -1%
SAM
3142
Sycomore Asset Management
France
$437K +$82.9K +553 +23%
MAG
3143
Mayfair Advisory Group
Alabama
$436K -$18K -120 -4%
PCM
3144
PAR Capital Management
Massachusetts
$435K +$450K +3,000 New
GAM
3145
Gemmer Asset Management
California
$434K -$29.7K -198 -6%
ACA
3146
Ackerman Capital Advisors
Texas
$433K – – –
FWM
3147
FSA Wealth Management
Massachusetts
$433K +$16.2K +108 +4%
CC
3148
Codex Capital
New York
$432K -$75K -500 -14%
WFA
3149
Wellspring Financial Advisors
Ohio
$431K +$202K +1,346 +83%
IPW
3150
Intergy Private Wealth
Colorado
$431K +$18.1K +121 +4%