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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
TIA
3151
Tandem Investment Advisors
South Carolina
$356K -$95.2K -695 -20%
Vanguard Capital Wealth Advisors
3152
Vanguard Capital Wealth Advisors
Colorado
$355K +$1.1K +8 +0.3%
ISWM
3153
Independent Solutions Wealth Management
New York
$355K -$341K -2,490 -48%
RC
3154
Reik & Co
New York
$355K – – –
CW
3155
Cook Wealth
North Carolina
$355K +$2.06K +15 +0.6%
SL
3156
Summitry LLC
California
$355K -$35.9K -262 -9%
FFL
3157
Financial Freedom LLC
Ohio
$354K -$9.04K -66 -2%
KA
3158
Keene & Associates
Texas
$353K -$274 -2 -0.1%
TS
3159
Tamar Securities
California
$353K -$4.25K -31 -1%
SLA
3160
Silver Lake Advisory
Utah
$353K +$371K +2,707 New
ACM
3161
Aljian Capital Management
Nevada
$352K -$27.4K -200 -7%
HP
3162
Hilltop Partners
Indiana
$352K +$7.26K +53 +2%
SC
3163
Saturna Capital
Washington
$351K – – –
B
3164
Bridgeworth
Alabama
$350K +$41.8K +305 +13%
CF
3165
Corrigan Financial
Rhode Island
$349K +$274 +2 +0.1%
MECA
3166
Miller Equity Capital Advisors
Texas
$349K – – –
DSAM
3167
Dock Street Asset Management
Florida
$348K – – –
LA
3168
Lane & Associates
New Jersey
$347K +$365K +2,662 New
ICM
3169
Islay Capital Management
Texas
$347K +$355K +2,591 +3,649%
AWM
3170
Altus Wealth Management
Kentucky
$347K +$1.1K +8 +0.3%
DFCM
3171
Dark Forest Capital Management
Puerto Rico
$345K +$363K +2,648 New
W
3172
WealthOne
New York
$345K +$10.7K +78 +3%
SFG
3173
SNS Financial Group
Minnesota
$345K -$241K -1,756 -40%
WI
3174
Wedgewood Investors
Pennsylvania
$344K -$13.7K -100 -4%
WMS
3175
Wealth Management Solutions
Pennsylvania
$344K +$11.4K +83 +3%