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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
VH
3351
Visionary Horizons
Tennessee
$641K +$2.74K +13 +0.4%
DBRC
3352
D.B. Root & Company
Pennsylvania
$641K -$9.27K -44 -1%
LWM
3353
Laidlaw Wealth Management
New York
$639K -$42.1K -200 -6%
CW
3354
Code Waechter
Florida
$638K +$637K +3,026 New
NJBEST
3355
New Jersey Better Educational Savings Trust
New Jersey
$636K – – –
RSWA
3356
Robinson Smith Wealth Advisors
Maine
$636K -$246K -1,166 -28%
AS
3357
Altshuler Shaham
Israel
$633K -$1.07M -5,102 -63%
BAM
3358
Bayview Asset Management
Florida
$633K -$527K -2,500 -45%
ML
3359
Mayport LLC
Massachusetts
$631K -$60.9K -289 -9%
SWM
3360
SilverOak Wealth Management
Minnesota
$630K – – –
PW
3361
Peninsula Wealth
California
$629K +$27.8K +132 +5%
EC
3362
EdgeRock Capital
Colorado
$628K +$29.9K +142 +5%
EMAM
3363
Encompass More Asset Management
California
$628K +$166K +789 +36%
CRIG
3364
Charter Research & Investment Group
Connecticut
$628K – – –
LA
3365
Lane & Associates
New Jersey
$627K +$3.58K +17 +0.6%
CCP
3366
Clarity Capital Partners
California
$627K -$8.64K -41 -1%
Cohen & Steers
3367
Cohen & Steers
New York
$624K -$13.1K -62 -2%
MSWMA
3368
Market Street Wealth Management Advisors
Indiana
$624K +$5.9K +28 +1%
PWMA
3369
Pension & Wealth Management Advisors
Massachusetts
$623K +$32.9K +156 +6%
MPCL
3370
My Personal CFO LLC
Washington
$623K +$3.16K +15 +0.5%
CFG
3371
Clayton Financial Group
Missouri
$623K +$126K +599 +25%
SHF
3372
Safe Harbor Fiduciary
Florida
$623K +$622K +2,954 New
SG
3373
Strid Group
Pennsylvania
$622K – – –
TPW
3374
Tiller Private Wealth
Pennsylvania
$622K +$3.16K +15 +0.5%
MWA
3375
Motive Wealth Advisors
Michigan
$621K – – –