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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
3201
AIMZ Investment Advisors
California
$384K
Vanguard Capital Wealth Advisors
3202
Vanguard Capital Wealth Advisors
Colorado
$383K -$12.5K -91 -3%
OIS
3203
Okabena Investment Services
Minnesota
$383K -$512K -3,725 -59%
MWA
3204
Motive Wealth Advisors
Michigan
$383K +$1.51K +11 +0.4%
SP
3205
Saranac Partners
$382K
IF
3206
Integrity Financial
Wyoming
$382K +$275 +2 +0.1%
HGWM
3207
Horst & Graben Wealth Management
Oregon
$382K +$2.34K +17 +0.7%
CFAM
3208
Coury Firm Asset Management
Pennsylvania
$381K +$963 +7 +0.3%
CPC
3209
Cookson Peirce & Co
Pennsylvania
$380K +$112K +814 +45%
HCP
3210
Holt Capital Partners
Texas
$380K +$17.2K +125 +5%
NPPM
3211
North Point Portfolio Managers
Ohio
$378K
HNWA
3212
Henrickson Nauta Wealth Advisors
Michigan
$378K -$825 -6 -0.2%
LFASL
3213
Lugano Financial Advisors SA (LFA)
Switzerland
$378K +$358K +2,600 New
BBPWM
3214
Blue Bell Private Wealth Management
Pennsylvania
$377K +$68.8K +500 +24%
T
3215
TRUADVICE
Florida
$377K +$36.3K +264 +12%
SDH
3216
Sloy Dahl & Holst
Washington
$376K
AIA
3217
Arbor Investment Advisors
North Carolina
$375K
ML
3218
Mayport LLC
Massachusetts
$375K
BW
3219
BIP Wealth
Georgia
$374K -$48.7K -354 -12%
IFA
3220
Index Fund Advisors
California
$371K +$19.4K +141 +6%
SWM
3221
SFG Wealth Management
Maryland
$371K +$104K +753 +42%
SCA
3222
Southern Capital Advisors
Tennessee
$370K +$93.7K +681 +37%
AFIA
3223
America First Investment Advisors
Nebraska
$368K
LODC
3224
Lanham O'Dell & Company
West Virginia
$367K +$138 +1 +0%
CSIA
3225
Charles Schwab Investment Advisory
California
$366K +$31.1K +226 +10%