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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
AZ
3351
Alpha Zero
Florida
$1.44M +$193K +621 +17%
LK
3352
Lumbard & Kellner
New Hampshire
$1.44M +$47.5K +153 +4%
CFLC
3353
California First Leasing Corp
California
$1.43M – – –
GAA
3354
Global Assets Advisory
Florida
$1.43M -$3.06M -9,842 -70%
BRWM
3355
Blue Rock Wealth Management
North Carolina
$1.43M – – –
LGG
3356
Luts & Greenleigh Group
Maryland
$1.43M -$3.42K -11 -0.3%
AAIM
3357
Asset Advisors Investment Management
Georgia
$1.43M -$62.1K -200 -4%
MMCM
3358
Murphy & Mullick Capital Management
New York
$1.43M +$146K +469 +12%
TWM
3359
Tripletail Wealth Management
Florida
$1.42M -$1.55K -5 -0.1%
HWM
3360
Hassell Wealth Management
Louisiana
$1.42M +$311 +1 +0%
DP
3361
DDD Partners
Washington
$1.41M +$13.4K +43 +1%
IAG
3362
Ipsen Advisor Group
Arkansas
$1.41M -$3.73K -12 -0.3%
CIA
3363
Cape Investment Advisory
Georgia
$1.41M -$4.35K -14 -0.3%
GF
3364
GGM Financials
Ohio
$1.41M +$63.4K +204 +5%
CL
3365
CPWA LLC
Oregon
$1.41M +$7.45K +24 +0.6%
WF
3366
Wayfinding Financial
Washington
$1.41M +$20.5K +66 +2%
OA
3367
Operose Advisors
Wisconsin
$1.4M +$1.33M +4,291 New
TSS
3368
Thomas Story & Son
Indiana
$1.4M -$12.1K -39 -0.9%
LFIA
3369
Legacy Financial Independent Advisors
Kentucky
$1.4M -$37.9K -122 -3%
TIM
3370
Total Investment Management
Arizona
$1.4M -$13.7K -44 -1%
MAG
3371
M3 Advisory Group
Massachusetts
$1.4M +$20.8K +67 +2%
HWM
3372
Howard Wealth Management
Connecticut
$1.4M +$17.7K +57 +1%
FFG
3373
Forum Finance Group
$1.4M +$996K +3,208 +154%
RMCM
3374
Reynders McVeigh Capital Management
Massachusetts
$1.4M -$31.1K -100 -2%
CFC
3375
Coyle Financial Counsel
Illinois
$1.39M +$114K +367 +9%