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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
ONSWM
3426
Old North State Wealth Management
North Carolina
$566K +$84K +399 +17%
VC
3427
Veery Capital
Delaware
$565K +$6.11K +29 +1%
CAS
3428
CTC Alternative Strategies
Illinois
$565K -$2.7M -12,809 -83%
MECA
3429
Miller Equity Capital Advisors
Texas
$564K
IWM
3430
Integris Wealth Management
California
$564K +$57.5K +273 +11%
Vanguard Capital Wealth Advisors
3431
Vanguard Capital Wealth Advisors
Colorado
$563K -$145K -690 -21%
SFC
3432
Swisher Financial Concepts
Ohio
$562K -$495K -2,348 -46%
CWM
3433
Cherrydale Wealth Management
New Jersey
$561K +$2.95K +14 +0.5%
TC
3434
TAGStone Capital
North Carolina
$558K +$24K +114 +4%
IFO
3435
Independent Family Office
New York
$557K +$16.9K +80 +3%
MAP
3436
Moody Aldrich Partners
Massachusetts
$557K -$27K -128 -5%
VW
3437
Vance Wealth
California
$557K +$8K +38 +1%
SC
3438
Schoolcraft Capital
Colorado
$556K
CWM
3439
Cahaba Wealth Management
Georgia
$554K -$50.8K -241 -8%
TFO
3440
Tarbox Family Office
California
$554K +$147K +700 +36%
AR
3441
Apeiron RIA
Texas
$554K -$24.2K -115 -4%
WFAG
3442
Wescott Financial Advisory Group
Pennsylvania
$551K +$12.6K +60 +2%
HCP
3443
Holt Capital Partners
Texas
$551K
IDBONY
3444
Israel Discount Bank of New York
New York
$550K +$15K +71 +3%
NIWA
3445
New Insight Wealth Advisors
California
$548K -$95.4K -453 -15%
SDH
3446
Sloy Dahl & Holst
Washington
$548K +$7.37K +35 +1%
CPA
3447
Capital Performance Advisors
California
$548K +$137K +650 +33%
GAM
3448
Garrison Asset Management
Arkansas
$545K +$20K +95 +4%
HA
3449
HC Advisors
Georgia
$544K +$1.26K +6 +0.2%
GSIS
3450
Global Strategic Investment Solutions
Arizona
$544K +$43.8K +208 +9%