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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
3376
Dougherty Wealth Advisers
Minnesota
$1.16M -$4.46K -15 -0.4%
PCI
3377
Planning Center Inc
Illinois
$1.16M +$1.19K +4 +0.1%
HWM
3378
Howard Wealth Management
Connecticut
$1.16M -$18.1K -61 -2%
ODIJL
3379
One Day In July LLC
Vermont
$1.15M -$91.3K -307 -8%
WMA
3380
William Mack & Associates
Michigan
$1.15M -$44K -148 -4%
TWM
3381
Tanager Wealth Management
United Kingdom
$1.15M +$53.8K +181 +5%
PC
3382
Port Capital
Illinois
$1.14M -$38.4K -129 -3%
FA
3383
FSA Advisors
Michigan
$1.14M +$191K +642 +22%
OP
3384
ORG Partners
Indiana
$1.14M +$41K +138 +4%
EBA
3385
Eagle Bay Advisors
New York
$1.14M -$432K -1,452 -29%
RW
3386
Rede Wealth
Virginia
$1.14M +$37.5K +126 +4%
SWP
3387
Semus Wealth Partners
Florida
$1.14M -$20.5K -69 -2%
SI
3388
Stonekeep Investments
New Mexico
$1.14M +$1.78K +6 +0.2%
SC
3389
Summa Corp
Texas
$1.14M – – –
Truepoint Inc
3390
Truepoint Inc
Ohio
$1.13M +$109K +368 +11%
GFWA
3391
Grey Fox Wealth Advisors
Delaware
$1.13M -$5.35K -18 -0.5%
CCG
3392
Coastwise Capital Group
California
$1.13M +$15.2K +51 +1%
TA
3393
TFB Advisors
Kansas
$1.13M -$837K -2,815 -43%
1W
3394
1776 Wealth
Georgia
$1.13M -$30K -101 -3%
MCM
3395
Magnolia Capital Management
New York
$1.13M – – –
GCL
3396
Gouws Capital LLC
North Carolina
$1.13M +$41.6K +140 +4%
AWM
3397
Abound Wealth Management
Tennessee
$1.12M +$29.1K +98 +3%
MWM
3398
Mascoma Wealth Management
New Hampshire
$1.12M +$446K +1,500 +73%
LAM
3399
Lewis Asset Management
California
$1.12M +$208K +698 +24%
ONSWM
3400
Old North State Wealth Management
North Carolina
$1.12M +$71.7K +241 +7%