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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CHA
3176
Cooper/Haims Advisors
New York
$344K +$274 +2 +0.1%
AGA
3177
Arkos Global Advisors
Texas
$343K -$73.6K -537 -17%
NC
3178
NBW Capital
Massachusetts
$343K +$1.23K +9 +0.3%
SP
3179
Saranac Partners
$342K +$31.8K +232 +10%
IF
3180
Integrity Financial
Wyoming
$342K +$16.4K +120 +5%
VC
3181
Veery Capital
Delaware
$342K +$98.5K +719 +38%
MWA
3182
Motive Wealth Advisors
Michigan
$341K -$25.1K -183 -7%
PCTC
3183
Perkins Coie Trust Company
Washington
$341K +$107K +780 +42%
CFAM
3184
Coury Firm Asset Management
Pennsylvania
$341K +$126K +920 +54%
HGWM
3185
Horst & Graben Wealth Management
Oregon
$340K +$2.47K +18 +0.7%
GAMC
3186
Garner Asset Management Corp
Texas
$340K +$27.7K +202 +8%
SCM
3187
Stonehearth Capital Management
Massachusetts
$340K -$86K -628 -19%
UCB
3188
United Community Bank
South Carolina
$340K
HNWA
3189
Henrickson Nauta Wealth Advisors
Michigan
$340K +$58.2K +425 +19%
NPPM
3190
North Point Portfolio Managers
Ohio
$339K
SDH
3191
Sloy Dahl & Holst
Washington
$337K
AIA
3192
Arbor Investment Advisors
North Carolina
$336K
ML
3193
Mayport LLC
Massachusetts
$336K +$77.3K +564 +28%
WA
3194
Wealth Advisors
California
$336K +$24.9K +182 +7%
WCWM
3195
Willow Creek Wealth Management
California
$335K +$6.17K +45 +2%
VCM
3196
Versant Capital Management
Arizona
$335K +$159K +1,157 +82%
CPW
3197
Catalyst Private Wealth
California
$334K +$26K +190 +8%
FWMM
3198
Foundation Wealth Management (Missouri)
Missouri
$333K +$9.04K +66 +3%
Financial Engines Advisors
3199
Financial Engines Advisors
California
$332K -$484K -3,533 -58%
TFGT
3200
TS Financial Group (TSFG)
Illinois
$332K +$137 +1 +0%