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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
HNWA
3251
Henrickson Nauta Wealth Advisors
Michigan
$532K +$60.6K +400 +15%
WCG
3252
Weaver Consulting Group
California
$532K -$606 -4 -0.1%
MSWMA
3253
Market Street Wealth Management Advisors
Indiana
$532K +$8.49K +56 +2%
CTWM
3254
Cherry Tree Wealth Management
Minnesota
$531K -$128K -842 -21%
JDR
3255
Jay D. Rosenbaum
$530K -$600K -3,961 -56%
HPM
3256
Hoxton Planning & Management
West Virginia
$530K -$23.2K -153 -5%
AWA
3257
Arbor Wealth Advisors
Michigan
$530K +$472K +3,113 New
TPW
3258
Tiller Private Wealth
Pennsylvania
$529K -$43.3K -286 -8%
TFP
3259
Triune Financial Partners
Kansas
$529K +$10K +66 +2%
IGGA
3260
Iron Gate Global Advisors
Utah
$529K +$38.9K +257 +9%
AWM
3261
Altus Wealth Management
Kentucky
$528K +$52.9K +349 +13%
WQ
3262
Wealth Quarterback
New Jersey
$528K +$153K +1,009 +48%
SAM
3263
Seelaus Asset Management
New Jersey
$527K +$162K +1,070 +53%
KWM
3264
Keating Wealth Management
Colorado
$526K +$469K +3,094 New
GAM
3265
Gemmer Asset Management
California
$525K +$14.5K +96 +3%
CMI
3266
Clare Market Investments
Texas
$523K +$233K +1,537 +100%
Cohen & Steers
3267
Cohen & Steers
New York
$523K
WFA
3268
WestHill Financial Advisors
California
$523K +$303 +2 +0.1%
RC
3269
Rovin Capital
Arizona
$522K
CCMW
3270
Cypress Capital Management (Wyoming)
Wyoming
$519K
IP
3271
Isthmus Partners
Wisconsin
$516K -$2.27K -15 -0.5%
MAG
3272
Mayfair Advisory Group
Alabama
$515K +$152 +1 +0%
IWA
3273
Inspirion Wealth Advisors
Illinois
$514K -$103K -681 -19%
SWM
3274
Selective Wealth Management
Virginia
$511K -$68.8K -454 -13%
WWM
3275
Waterway Wealth Management
Texas
$510K +$455K +3,000 New