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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
3401
SFG Wealth Management
Maryland
$234K +$22.1K +161 +10%
CIM
3402
Confluence Investment Management
Missouri
$234K -$10.1K -74 -4%
PSC
3403
Prentiss Smith & Co
Vermont
$234K – – –
HSG
3404
Helen Stephens Group
Texas
$234K +$17K +124 +7%
AWA
3405
Aletheian Wealth Advisors
Washington
$234K +$40.4K +295 +20%
IA
3406
Inspire Advisors
Idaho
$233K +$245K +1,787 New
AWM
3407
AAF Wealth Management
Massachusetts
$233K +$245K +1,786 New
WMWM
3408
Whitaker-Myers Wealth Managers
Ohio
$232K +$7.95K +58 +3%
VAM
3409
Verity Asset Management
North Carolina
$232K -$4.8K -35 -2%
RIM
3410
Rockbridge Investment Management
New York
$230K -$7.54K -55 -3%
MF
3411
Manchester Financial
California
$229K +$6.3K +46 +3%
MFA
3412
Morling Financial Advisors
California
$228K +$13.4K +98 +6%
Jacobs Levy Equity Management
3413
Jacobs Levy Equity Management
New Jersey
$227K -$247K -1,801 -51%
TFP
3414
Triune Financial Partners
Kansas
$227K +$1.64K +12 +0.7%
MSFP
3415
Mark Sheptoff Financial Planning
Connecticut
$227K – – –
VLC
3416
Van Leeuwen & Company
New Jersey
$227K +$29.7K +217 +14%
NRWA
3417
North Ridge Wealth Advisors
Oregon
$226K +$238K +1,736 New
AWP
3418
Abacus Wealth Partners
California
$226K -$137 -1 -0.1%
BFG
3419
Baron Financial Group
New Jersey
$225K – – –
TWM
3420
Trevian Wealth Management
Massachusetts
$225K -$1.7M -12,388 -88%
WFC
3421
Western Financial Corp
California
$224K +$1.1K +8 +0.5%
FWSM
3422
First Wilshire Securities Management
California
$224K – – –
MLFP
3423
MPS Loria Financial Planners
Illinois
$224K +$8.22K +60 +4%
TCMP
3424
Thrive Capital Management (Pennsylvania)
Pennsylvania
$222K -$309K -2,254 -57%
DJYG
3425
David J. Yvars Group
Florida
$222K +$24.3K +177 +12%