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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CIM
3401
Confluence Investment Management
Missouri
$234K -$10.1K -74 -4%
PSC
3402
Prentiss Smith & Co
Vermont
$234K
HSG
3403
Helen Stephens Group
Texas
$234K +$17K +124 +7%
AWA
3404
Aletheian Wealth Advisors
Washington
$234K +$40.4K +295 +20%
IA
3405
Inspire Advisors
Idaho
$233K +$245K +1,787 New
AWM
3406
AAF Wealth Management
Massachusetts
$233K +$245K +1,786 New
WMWM
3407
Whitaker-Myers Wealth Managers
Ohio
$232K +$7.95K +58 +3%
VAM
3408
Verity Asset Management
North Carolina
$232K -$4.8K -35 -2%
RIM
3409
Rockbridge Investment Management
New York
$230K -$7.54K -55 -3%
MF
3410
Manchester Financial
California
$229K +$6.3K +46 +3%
MFA
3411
Morling Financial Advisors
California
$228K +$13.4K +98 +6%
Jacobs Levy Equity Management
3412
Jacobs Levy Equity Management
New Jersey
$227K -$247K -1,801 -51%
TFP
3413
Triune Financial Partners
Kansas
$227K +$1.64K +12 +0.7%
MSFP
3414
Mark Sheptoff Financial Planning
Connecticut
$227K
VLC
3415
Van Leeuwen & Company
New Jersey
$227K +$29.7K +217 +14%
NRWA
3416
North Ridge Wealth Advisors
Oregon
$226K +$238K +1,736 New
AWP
3417
Abacus Wealth Partners
California
$226K -$137 -1 -0.1%
BFG
3418
Baron Financial Group
New Jersey
$225K
TWM
3419
Trevian Wealth Management
Massachusetts
$225K -$1.7M -12,388 -88%
WFC
3420
Western Financial Corp
California
$224K +$1.1K +8 +0.5%
FWSM
3421
First Wilshire Securities Management
California
$224K
MLFP
3422
MPS Loria Financial Planners
Illinois
$224K +$8.22K +60 +4%
TCMP
3423
Thrive Capital Management (Pennsylvania)
Pennsylvania
$222K -$309K -2,254 -57%
DJYG
3424
David J. Yvars Group
Florida
$222K +$24.3K +177 +12%
HFRG
3425
Houlihan Financial Resource Group
Virginia
$222K -$9.45K -69 -4%