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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
RGC
3301
Roberts, Glore & Co
Illinois
$1.25M -$69K -232 -6%
GG
3302
GenWealth Group
New Jersey
$1.25M -$14K -47 -1%
AFW
3303
Avantra Family Wealth
Pennsylvania
$1.25M – – –
HCP
3304
Hardin Capital Partners
South Carolina
$1.25M +$11K +37 +0.9%
RTC
3305
Riverview Trust Company
Washington
$1.24M – – –
MSWMA
3306
Market Street Wealth Management Advisors
Indiana
$1.24M +$5.35K +18 +0.5%
BCM
3307
BluePath Capital Management
Georgia
$1.24M +$67.2K +226 +6%
WA1
3308
Wimmer Associates 1
California
$1.24M – – –
WSWA
3309
Warren Street Wealth Advisors
California
$1.23M -$1.49K -5 -0.1%
CFP
3310
Cascade Financial Partners
California
$1.23M +$89.2K +300 +8%
EPM
3311
Elm Partners Management
Pennsylvania
$1.23M +$1.16M +3,910 New
FFG
3312
Fiduciary Financial Group
California
$1.23M -$17.8K -60 -2%
TIM
3313
Total Investment Management
Arizona
$1.23M -$2.97K -10 -0.3%
CSI
3314
Clark & Stuart Inc
Maine
$1.23M +$61.6K +207 +6%
CF
3315
Cyr Financial
Illinois
$1.23M +$86.3K +290 +8%
SL
3316
Summitry LLC
California
$1.23M +$255K +857 +28%
NC
3317
North Capital
Utah
$1.22M +$61.3K +206 +6%
KWM
3318
Kingsman Wealth Management
Florida
$1.22M -$45.8K -154 -4%
Saturna Capital
3319
Saturna Capital
Washington
$1.22M +$297K +1,000 +35%
HPM
3320
Hoxton Planning & Management
West Virginia
$1.22M -$3.27K -11 -0.3%
EC
3321
EdgeRock Capital
Colorado
$1.22M +$134K +449 +13%
UFF
3322
USA Financial Formulas
Michigan
$1.22M +$1.15M +3,857 New
ACA
3323
Affinity Capital Advisors
California
$1.21M -$88.6K -298 -7%
MAM
3324
Mainsail Asset Management
Alabama
$1.21M +$697K +2,342 +155%
LCM
3325
LCM Capital Management
Illinois
$1.21M – – –