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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
MC
3426
Machina Capital
France
$405K +$361K +2,380 New
IAP
3427
Indie Asset Partners
Indiana
$405K -$9.4K -62 -3%
LAS
3428
Lloyd Advisory Services
Georgia
$404K +$360K +2,375 New
PDM
3429
Penn Davis McFarland
Texas
$404K +$3.49K +23 +1%
FEG
3430
Financial Enhancement Group
Indiana
$403K +$366K +2,413 New
SWM
3431
Solano Wealth Management
California
$402K +$358K +2,363 New
CIS
3432
Custom Index Systems
New York
$402K +$358K +2,362 New
BFAG
3433
Blackston Financial Advisory Group
Florida
$401K -$17.4K -115 -5%
WFO
3434
Wealthgate Family Office
Colorado
$401K
TC
3435
TAGStone Capital
North Carolina
$401K +$2.42K +16 +0.7%
MGAM
3436
McGowan Group Asset Management
Texas
$400K -$3.33K -22 -0.9%
MAM
3437
Milestone Asset Management
Pennsylvania
$400K -$2.42K -16 -0.7%
NWA
3438
Navis Wealth Advisors
New York
$400K +$3.33K +22 +0.9%
FWMM
3439
Foundation Wealth Management (Missouri)
Missouri
$399K -$11.1K -73 -3%
WW
3440
Westshore Wealth
California
$399K -$10.3K -68 -3%
PS
3441
Planned Solutions
California
$399K
WBCM
3442
Wilson & Boucher Capital Management
California
$398K
RBC
3443
Roble Belko & Company
Pennsylvania
$398K +$127K +838 +56%
SIC
3444
SJS Investment Consulting
Ohio
$397K -$23.8K -157 -6%
TC
3445
Tacita Capital
Ontario, Canada
$397K +$1.82K +12 +0.5%
PHWM
3446
Pine Harbor Wealth Management
Maryland
$395K +$352K +2,322 New
TCOO
3447
Trust Company of Oklahoma
Oklahoma
$395K -$121K -800 -26%
T. Rowe Price Investment Management
3448
T. Rowe Price Investment Management
Maryland
$394K +$351K +2,314 New
JFG
3449
JMG Financial Group
Illinois
$394K +$80.3K +530 +30%
CMBA
3450
C.M. Bidwell & Associates
Hawaii
$392K +$2.12K +14 +0.6%