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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
3176
Summit Wealth Partners
Florida
$1.14M +$13.5K +53 +1%
BW
3177
BIP Wealth
Georgia
$1.14M -$6.63K -26 -0.6%
SCM
3178
SKBA Capital Management
California
$1.14M
KW
3179
Keyvantage Wealth
Pennsylvania
$1.14M -$104K -408 -8%
RPCONE
3180
Retirement Planning Company of New England
Rhode Island
$1.14M +$13.8K +54 +1%
NWA
3181
Navis Wealth Advisors
New York
$1.14M +$575K +2,256 +94%
EL
3182
EWA LLC
Pennsylvania
$1.14M +$45.9K +180 +4%
TFF
3183
The Family Firm
Maryland
$1.14M +$2.55K +10 +0.2%
NIA
3184
NBZ Investment Advisors
Tennessee
$1.14M +$132K +516 +13%
EBSAM
3185
Eubel Brady & Suttman Asset Management
Ohio
$1.14M -$69.1K -271 -6%
MC
3186
Matisse Capital
Oregon
$1.14M +$12.7K +50 +1%
CWA
3187
CM Wealth Advisors
Ohio
$1.14M
PCI
3188
Planning Center Inc
Illinois
$1.13M -$2.8K -11 -0.2%
APW
3189
Aventura Private Wealth
Florida
$1.13M +$81.1K +318 +7%
GSIAS
3190
Garden State Investment Advisory Services
New Jersey
$1.13M +$84.1K +330 +8%
BSHC
3191
Breed's Hill Capital
Massachusetts
$1.13M +$10.7K +42 +0.9%
KBFS
3192
Kohmann Bosshard Financial Services
Ohio
$1.13M +$87.4K +343 +8%
SHFP
3193
Second Half Financial Partners
Florida
$1.13M -$2.2M -8,643 -65%
HSG
3194
Helen Stephens Group
Texas
$1.13M +$17.3K +68 +2%
CWC
3195
Carolinas Wealth Consulting
North Carolina
$1.13M -$221K -868 -16%
AWAP
3196
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.12M -$70.1K -275 -6%
MFG
3197
Mainsail Financial Group
Washington
$1.12M +$44.6K +175 +4%
GTAM
3198
Global Trust Asset Management
Florida
$1.12M -$1.39M -5,448 -54%
OPTFSNA
3199
Old Point Trust & Financial Services N A
Virginia
$1.12M +$15.3K +60 +1%
LRIA
3200
Leonard Rickey Investment Advisors
Washington
$1.12M -$81.1K -318 -6%