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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
SPP
3226
Single Point Partners
Massachusetts
$761K -$21.9K -104 -3%
AWM
3227
Atticus Wealth Management
Florida
$758K +$45.7K +217 +6%
HAS
3228
Holland Advisory Services
Florida
$758K +$211 +1 +0%
ICA
3229
Infrastructure Capital Advisors
New York
$757K +$132K +627 +21%
SI
3230
Stonekeep Investments
New Mexico
$757K +$11.8K +56 +2%
RWM
3231
RBA Wealth Management
California
$756K -$5.9K -28 -0.8%
NA
3232
Nottingham Advisors
New York
$756K -$8.85K -42 -1%
LWM
3233
LongView Wealth Management
Georgia
$754K +$28K +133 +4%
MCM
3234
Magnolia Capital Management
New York
$754K – – –
CMAI
3235
Capital Management Associates Inc
Minnesota
$751K +$21.9K +104 +3%
EGWAG
3236
Elwood & Goetz Wealth Advisory Group
Georgia
$750K +$324K +1,540 +76%
MAG
3237
Mayfair Advisory Group
Alabama
$749K – – –
SL
3238
Salomon & Ludwin
Virginia
$748K -$22.7K -108 -3%
CCP
3239
Carmel Capital Partners
California
$745K +$24.9K +118 +3%
BBA
3240
Braun-Bostich & Associates
Pennsylvania
$744K +$10.1K +48 +1%
Fuller & Thaler Asset Management
3241
Fuller & Thaler Asset Management
California
$744K – – –
GFWA
3242
Grey Fox Wealth Advisors
Delaware
$742K +$14.7K +70 +2%
NIC
3243
Northwest Investment Counselors
Oregon
$742K -$35.6K -169 -5%
SL
3244
Summitry LLC
California
$741K +$184K +872 +33%
MCM
3245
Mattern Capital Management
Colorado
$741K +$67K +318 +10%
FA
3246
Fiducient Advisors
Illinois
$740K -$223K -1,059 -23%
ACA
3247
American Capital Advisory
Idaho
$739K -$258K -1,226 -26%
KIC
3248
Keating Investment Counselors
Florida
$738K – – –
WI
3249
WJ Interests
Texas
$738K – – –
KOC
3250
Koss-Olinger Consulting
Florida
$737K +$28K +133 +4%