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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
BFWA
3451
Benchmark Financial Wealth Advisors
Florida
$205K +$212K +1,293 New
LS
3452
Leelyn Smith
Illinois
$204K -$4.11K -25 -2%
MWP
3453
MYCIO Wealth Partners
Pennsylvania
$204K – – –
TP
3454
Truvvo Partners
New York
$204K +$1.31K +8 +0.6%
JWM
3455
Jackson Wealth Management
Florida
$204K +$212K +1,288 New
WFA
3456
WestHill Financial Advisors
California
$204K +$212K +1,291 New
SCA
3457
St. Clair Advisors
Ohio
$203K -$145K -881 -41%
CBT
3458
Capital Bank & Trust
California
$203K – – –
BWM
3459
Brickley Wealth Management
California
$203K +$7.23K +44 +4%
FCC
3460
Flower City Capital
New York
$203K +$211K +1,282 New
W
3461
WorthPointe
California
$203K +$215K +1,308 New
HCM
3462
Horrell Capital Management
Arkansas
$201K -$20.5K -125 -9%
GC
3463
Gibson Capital
Pennsylvania
$198K – – –
SC
3464
Schubert & Co
Texas
$198K +$205K +1,250 New
TCM
3465
TD Capital Management
Tennessee
$189K -$13K -79 -6%
KFP
3466
KB Financial Partners
New Jersey
$189K +$196K +1,194 New
Larson Financial Group
3467
Larson Financial Group
Missouri
$187K +$79.6K +485 +69%
PP
3468
PrairieView Partners
Minnesota
$186K +$28.7K +175 +18%
RCA
3469
Riverview Capital Advisers
Massachusetts
$180K +$186K +1,134 New
HWM
3470
Holloway Wealth Management
Florida
$174K – – –
TF
3471
TimeScale Financial
Massachusetts
$171K +$328 +2 +0.2%
WOSD
3472
WFA of San Diego
California
$171K +$46.6K +284 +36%
KFS
3473
Kelly Financial Services
Massachusetts
$169K +$657 +4 +0.4%
FFG
3474
Ford Financial Group
California
$169K +$175K +1,068 New
JWM
3475
Janiczek Wealth Management
Colorado
$164K +$9.36K +57 +6%