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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
3201
Elevatus Welath Management
New York
$583K +$292K +1,926 +128%
IFO
3202
Independent Family Office
New York
$582K
BDA
3203
Borer Denton & Associates
Pennsylvania
$581K
AWP
3204
Abacus Wealth Partners
California
$581K +$69.9K +461 +16%
SOW
3205
State of Wyoming
Wyoming
$578K -$9.4K -62 -2%
BAM
3206
Bosun Asset Management
Illinois
$578K +$112K +738 +28%
CFO
3207
Collective Family Office
Pennsylvania
$576K -$18.9K -125 -4%
ACM
3208
Advance Capital Management
Michigan
$575K +$3.03K +20 +0.6%
EFG
3209
Ehrlich Financial Group
California
$574K +$511K +3,374 New
USWIA
3210
UP Strategic Wealth Investment Advisors
Pennsylvania
$573K +$511K +3,370 New
C
3211
CEDRUS
Colorado
$573K +$53.8K +355 +12%
PPW
3212
Pasadena Private Wealth
California
$572K +$1.36K +9 +0.3%
NIWA
3213
New Insight Wealth Advisors
California
$571K +$508K +3,354 New
Vanguard Capital Wealth Advisors
3214
Vanguard Capital Wealth Advisors
Colorado
$569K -$29.1K -192 -5%
DCBT
3215
Dakota Community Bank & Trust
North Dakota
$569K +$16.4K +108 +3%
TVM
3216
True Vision MN
Minnesota
$568K +$506K +3,337 New
PCH
3217
PGIM Custom Harvest
New Jersey
$567K +$21.4K +141 +4%
AHL
3218
Abel Hall LLC
Louisiana
$566K +$505K +3,330 New
LFG
3219
Lockerman Financial Group
California
$566K -$3.49K -23 -0.7%
BW
3220
Basepoint Wealth
Iowa
$563K +$21.2K +140 +4%
CW
3221
Cook Wealth
North Carolina
$563K +$11.7K +77 +2%
CFA
3222
Cahill Financial Advisors
Minnesota
$563K -$50.3K -332 -9%
CSWM
3223
Cassady Schiller Wealth Management
Ohio
$562K
LOIP
3224
Live Oak Investment Partners
Texas
$560K
NIC
3225
Northwest Investment Counselors
Oregon
$559K +$15.3K +101 +3%