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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
3301
Cohen & Steers
New York
$981K +$226K +885 +28%
HG
3302
Harbor Group
New Hampshire
$979K +$255 +1 +0%
RW
3303
RVW Wealth
California
$978K +$643K +2,523 +172%
ACM
3304
Ardent Capital Management
Ohio
$978K -$34.2K -134 -3%
SGWM
3305
Sterling Group Wealth Management
California
$977K +$255 +1 +0%
GWAG
3306
Garrett Wealth Advisory Group
Texas
$975K +$177K +696 +21%
VF
3307
Vawter Financial
Ohio
$974K +$10.5K +41 +1%
MWM
3308
Maltin Wealth Management
New Jersey
$974K +$47.2K +185 +5%
BC
3309
BIT Capital
Germany
$973K +$337K +1,323 +50%
CMAI
3310
Capital Management Associates Inc
Minnesota
$968K +$96.6K +379 +11%
GF
3311
GGM Financials
Ohio
$968K -$57.6K -226 -5%
WSWA
3312
Warren Street Wealth Advisors
California
$967K +$21.4K +84 +2%
TSS
3313
Thomas Story & Son
Indiana
$966K
FFL
3314
Future Fund LLC
Illinois
$965K +$1M +3,933 New
CFO
3315
Collective Family Office
Pennsylvania
$964K -$67.8K -266 -6%
TIM
3316
Total Investment Management
Arizona
$963K +$765 +3 +0.1%
MWS
3317
MFA Wealth Services
California
$962K -$51.8K -203 -5%
EWA
3318
ERTS Wealth Advisors
Michigan
$962K -$35.2K -138 -3%
CIS
3319
Custom Index Systems
New York
$960K -$25.5K -100 -2%
PWM
3320
Partners Wealth Management
California
$960K -$34.7K -136 -3%
AWM
3321
Atticus Wealth Management
Florida
$957K +$51K +200 +5%
TFGT
3322
TS Financial Group (TSFG)
Illinois
$956K +$66K +259 +7%
PRP
3323
Peak Retirement Planning
Ohio
$956K -$2.43M -9,537 -71%
AFW
3324
Avantra Family Wealth
Pennsylvania
$955K -$6.12K -24 -0.6%
CIA
3325
Cape Investment Advisory
Georgia
$955K -$2.04K -8 -0.2%