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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
GFWA
3226
Grey Fox Wealth Advisors
Delaware
$697K -$25.6K -131 -4%
DWM
3227
Dogwood Wealth Management
Kansas
$697K +$162K +828 +32%
LWM
3228
LongView Wealth Management
Georgia
$696K -$21.9K -112 -3%
HIA
3229
HTG Investment Advisors
Connecticut
$695K +$6.65K +34 +1%
SF
3230
Safeguard Financial
Wisconsin
$692K +$400K +2,046 +149%
IWP
3231
Invenio Wealth Partners
Florida
$692K -$35.6K -182 -5%
FA
3232
FDx Advisors
Illinois
$691K -$1.74M -8,896 -72%
CCP
3233
Carmel Capital Partners
California
$691K +$16.2K +83 +2%
HNWA
3234
Henrickson Nauta Wealth Advisors
Michigan
$686K
PWM
3235
Prosperity Wealth Management
California
$684K -$1.56K -8 -0.2%
GWM
3236
Glass Wealth Management
Texas
$683K
AWM
3237
Atticus Wealth Management
Florida
$683K +$47.1K +241 +8%
4WM
3238
49 Wealth Management
Texas
$683K +$241K +1,232 +59%
OWM
3239
OneAscent Wealth Management
Alabama
$683K -$26.4K -135 -4%
LFA
3240
Laraway Financial Advisors
Minnesota
$682K
BW
3241
Basepoint Wealth
Iowa
$682K -$13.1K -67 -2%
FA
3242
Fountainhead AM
New Jersey
$680K -$1.76K -9 -0.3%
KOC
3243
Koss-Olinger Consulting
Florida
$680K +$657K +3,363 New
Vanguard Capital Wealth Advisors
3244
Vanguard Capital Wealth Advisors
Colorado
$679K +$1.37K +7 +0.2%
VCP
3245
Vista Capital Partners
Oregon
$674K +$55.1K +282 +9%
LWMG
3246
Levy Wealth Management Group
Pennsylvania
$673K +$37.7K +193 +6%
GAA
3247
Guardian Asset Advisors
Pennsylvania
$672K +$153K +782 +31%
Tudor Investment Corp
3248
Tudor Investment Corp
Connecticut
$671K +$648K +3,317 New
AWM
3249
Altus Wealth Management
Kentucky
$670K +$5.87K +30 +0.9%
CAM
3250
Concorde Asset Management
Michigan
$668K -$122K -624 -16%