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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
PP
3176
Patron Partners
Texas
$607K +$36.2K +239 +7%
SFWC
3177
Strategic Family Wealth Counselors
New Jersey
$603K +$1.67K +11 +0.3%
SWM
3178
Silverlake Wealth Management
Vermont
$601K -$46.7K -308 -8%
WAM
3179
Wallington Asset Management
Indiana
$601K -$78.8K -520 -13%
Fuller & Thaler Asset Management
3180
Fuller & Thaler Asset Management
California
$600K -$909 -6 -0.2%
KAM
3181
KEB Asset Management
Illinois
$600K
BRA
3182
Bender Robert & Associates
California
$600K -$6.06K -40 -1%
AWS
3183
Arkfeld Wealth Strategies
Nebraska
$599K +$45.9K +303 +9%
CIA
3184
Cascade Investment Advisors
Oregon
$598K -$3.79K -25 -0.7%
WSWA
3185
Warren Street Wealth Advisors
California
$596K +$32.3K +213 +6%
SI
3186
Seeds Investor
New York
$595K +$530K +3,500 New
1W
3187
1776 Wealth
Georgia
$595K +$455 +3 +0.1%
EI
3188
Ellevest Inc
New York
$594K +$111K +730 +26%
SPWG
3189
Syntegra Private Wealth Group
Missouri
$594K +$47.7K +315 +10%
PG
3190
Prostatis Group
Maryland
$594K +$21.1K +139 +4%
HA
3191
HC Advisors
Georgia
$593K -$12.4K -82 -2%
FA
3192
Forefront Analytics
Pennsylvania
$593K +$2.12K +14 +0.4%
FCM
3193
Fourpath Capital Management
Oklahoma
$593K -$6.67K -44 -1%
HWM
3194
Howard Wealth Management
Connecticut
$592K +$69.7K +460 +15%
SA
3195
Shilanski & Associates
Alaska
$591K -$24.9K -164 -5%
MAG
3196
M3 Advisory Group
Massachusetts
$589K +$524K +3,461 New
NG
3197
Northstar Group
New York
$587K -$8.34K -55 -2%
HFM
3198
Harvest Fund Management
China
$586K -$303K -2,001 -37%
ADMI
3199
Albert D. Mason Inc
Massachusetts
$585K
LFA
3200
LGT Financial Advisors
Texas
$583K -$50.9K -336 -9%