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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
TA
3451
TrueWealth Advisors
Alabama
$1.27M -$24.5K -79 -2%
TWM
3452
Tanager Wealth Management
United Kingdom
$1.27M +$55K +177 +5%
AWS
3453
Arkfeld Wealth Strategies
Nebraska
$1.27M +$3.42K +11 +0.3%
OCWP
3454
Owl Creek Wealth Partners
Colorado
$1.27M +$98.8K +318 +9%
WDA
3455
Wendell David Associates
New Hampshire
$1.27M -$38.8K -125 -3%
MIM
3456
Merrion Investment Management
New Jersey
$1.27M
CFAM
3457
Center For Asset Management
Florida
$1.27M -$195K -629 -14%
FA
3458
Fermata Advisors
California
$1.27M +$56.8K +183 +5%
LA
3459
Lifeworks Advisors
Michigan
$1.26M +$54K +174 +5%
WA1
3460
Wimmer Associates 1
California
$1.26M
AFW
3461
Avantra Family Wealth
Pennsylvania
$1.26M +$4.35K +14 +0.4%
PA
3462
Persium Advisors
Georgia
$1.26M +$99.4K +320 +9%
LCM
3463
LCM Capital Management
Illinois
$1.26M -$8.07K -26 -0.7%
AT
3464
Arlington Trust
Alabama
$1.26M +$92.5K +298 +8%
GFWA
3465
Grey Fox Wealth Advisors
Delaware
$1.26M +$216K +696 +22%
SR
3466
Swiss Re
Switzerland
$1.26M +$1.09M +3,509 +1,051%
FFL
3467
Future Fund LLC
Illinois
$1.26M +$14.9K +48 +1%
WFAG
3468
Wescott Financial Advisory Group
Pennsylvania
$1.25M +$39.8K +128 +3%
SAM
3469
Secure Asset Management
Michigan
$1.25M -$166K -536 -12%
HG
3470
Harbor Group
New Hampshire
$1.25M +$5.9K +19 +0.5%
FCT
3471
First Community Trust
Iowa
$1.25M +$23.9K +77 +2%
EHAM
3472
Eagle Harbor Asset Management
Washington
$1.25M -$131K -422 -10%
DG
3473
DMC Group
Alabama
$1.25M -$349K -1,124 -23%
SDAM
3474
Shulman DeMeo Asset Management
New York
$1.25M -$37K -119 -3%
RGC
3475
Roberts, Glore & Co
Illinois
$1.25M -$16.1K -52 -1%