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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
MF
3176
Meridian Financial
Massachusetts
$743K – – –
HC
3177
Hourglass Capital
Texas
$743K +$17.5K +97 +3%
SWM
3178
Silverlake Wealth Management
Vermont
$742K +$30.1K +167 +5%
DPI
3179
Diversified Portfolios Inc
Michigan
$741K +$3.61K +20 +0.5%
FNC
3180
First National Corp
Massachusetts
$741K – – –
RW
3181
Rede Wealth
Virginia
$740K +$21.5K +119 +3%
BAG
3182
Bridgewealth Advisory Group
California
$739K -$73.3K -406 -10%
M1FG
3183
Mach-1 Financial Group
Arkansas
$739K -$4.39M -24,317 -87%
PCMC
3184
Paragon Capital Management (Colorado)
Colorado
$739K -$11.4K -63 -2%
Fiera Capital (Canada)
3185
Fiera Capital (Canada)
Quebec, Canada
$736K -$90.2K -500 -12%
SPP
3186
Single Point Partners
Massachusetts
$736K -$10.3K -57 -2%
DWA
3187
Dougherty Wealth Advisers
Minnesota
$736K – – –
RWM
3188
RBA Wealth Management
California
$733K -$1.62K -9 -0.2%
FGA
3189
Fortis Group Advisors
New Jersey
$732K -$53.4K -296 -7%
CMAI
3190
Capital Management Associates Inc
Minnesota
$732K +$272K +1,508 +70%
BFS
3191
Burkett Financial Services
South Carolina
$727K -$541 -3 -0.1%
HWP
3192
Hibernia Wealth Partners
Louisiana
$725K -$6.13K -34 -0.9%
HAS
3193
HBW Advisory Services
California
$725K – – –
FRM
3194
Fox Run Management
Connecticut
$724K +$221K +1,225 +51%
EA
3195
Emerald Advisors
Washington
$724K +$81.2K +450 +14%
BGAI
3196
Bruce G. Allen Investments
Colorado
$723K -$68K -377 -9%
IWP
3197
Invenio Wealth Partners
Florida
$721K -$52.1K -289 -7%
HAS
3198
Holland Advisory Services
Florida
$719K +$1.99K +11 +0.3%
MAG
3199
M3 Advisory Group
Massachusetts
$719K +$23.1K +128 +4%
GFWA
3200
Grey Fox Wealth Advisors
Delaware
$717K -$25.6K -142 -4%