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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
TIA
3451
Tandem Investment Advisors
South Carolina
$480K -$44.4K -246 -9%
Centiva Capital
3452
Centiva Capital
New York
$478K -$2.63M -14,560 -86%
GB
3453
Goepper Burkhardt
South Carolina
$478K +$12.5K +69 +3%
PDM
3454
Penn Davis McFarland
Texas
$475K – – –
VLC
3455
Van Leeuwen & Company
New Jersey
$475K +$97.1K +538 +29%
PPWM
3456
Paragon Private Wealth Management
Kentucky
$475K +$94.9K +526 +29%
KA
3457
Kercheville Advisors
Texas
$475K +$428K +2,370 New
CWM
3458
Cherrydale Wealth Management
New Jersey
$475K +$72.5K +402 +20%
SWM
3459
SilverOak Wealth Management
Minnesota
$474K -$3.43K -19 -0.8%
SWM
3460
Solano Wealth Management
California
$474K +$541 +3 +0.1%
PSA
3461
Plum Street Advisors
Louisiana
$474K +$405K +2,247 New
TCOO
3462
Trust Company of Oklahoma
Oklahoma
$473K +$7.4K +41 +2%
LIM
3463
Lathrop Investment Management
Arkansas
$473K -$28.1K -156 -6%
AFG
3464
AFS Financial Group
Maryland
$473K -$2.38M -13,171 -85%
WFO
3465
Wealthgate Family Office
Colorado
$473K – – –
HB
3466
Horizon Bancorp
Indiana
$472K +$11.9K +66 +3%
CFG
3467
Clayton Financial Group
Missouri
$472K +$425K +2,355 New
MFGM
3468
Marshall Financial Group (Maryland)
Maryland
$470K -$35.5K -197 -8%
FWMM
3469
Foundation Wealth Management (Missouri)
Missouri
$470K – – –
NWA
3470
Navis Wealth Advisors
New York
$469K -$1.08K -6 -0.3%
PS
3471
Planned Solutions
California
$469K – – –
PHWM
3472
Pine Harbor Wealth Management
Maryland
$469K +$3.61K +20 +0.9%
WBCM
3473
Wilson & Boucher Capital Management
California
$469K +$180 +1 +0%
EC
3474
EdgeRock Capital
Colorado
$468K +$21.1K +117 +5%
WW
3475
Westshore Wealth
California
$468K -$2.17K -12 -0.5%