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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
BSSFA
3151
Baron Silver Stevens Financial Advisors
Florida
$317K +$25.4K +172 +8%
B
3152
Bridgeworth
Alabama
$316K -$111K -750 -24%
GAMC
3153
Garner Asset Management Corp
Texas
$316K
TC
3154
Tacita Capital
Ontario, Canada
$316K
ICM
3155
Intrepid Capital Management
Florida
$316K +$1.03K +7 +0.3%
IIA
3156
ICW Investment Advisors
Arizona
$316K +$12K +81 +4%
FA
3157
Fiducient Advisors
Illinois
$316K +$34.1K +231 +11%
BW
3158
Basepoint Wealth
Iowa
$315K +$590 +4 +0.2%
GCM
3159
Gladius Capital Management
Illinois
$315K -$101K -686 -23%
NCMW
3160
Northern Capital Management (Washington)
Washington
$315K -$10.8K -73 -3%
CWM
3161
Campbell Wealth Management
Virginia
$315K +$148 +1 +0%
TWM
3162
Trevian Wealth Management
Massachusetts
$314K
SL
3163
Salomon & Ludwin
Virginia
$314K +$6.5K +44 +2%
WA
3164
Wealthstream Advisors
New York
$313K -$32.6K -221 -9%
W
3165
WealthOne
New York
$313K -$8.27K -56 -2%
FWM
3166
Forefront Wealth Management
Pennsylvania
$313K +$295 +2 +0.1%
MAG
3167
MRA Advisory Group
New Jersey
$311K -$111K -749 -25%
LFG
3168
Lockerman Financial Group
California
$311K -$43.7K -296 -11%
SIC
3169
SJS Investment Consulting
Ohio
$311K +$4.28K +29 +1%
BA
3170
Bluesphere Advisors
Pennsylvania
$310K -$1.38M -9,318 -80%
MSWMA
3171
Market Street Wealth Management Advisors
Indiana
$310K -$65.1K -441 -16%
SSW
3172
Smith Shellnut Wilson
Mississippi
$310K -$5.31K -36 -2%
SRSA
3173
S.R. Schill & Associates
Washington
$309K -$119K -805 -26%
JC
3174
Jacobs & Co
California
$306K +$4.58K +31 +1%
ETIA
3175
Epic Trust Investment Advisors
Washington
$306K +$120K +814 +57%