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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
3476
Disciplina Capital Management
Tennessee
$26.9K – – –
DB
3477
Dravo Bay
Delaware
$25.9K +$28K +190 New
CI
3478
Carroll Investors
South Carolina
$25K – – –
CPFP
3479
Clear Perspectives Financial Planning
Ohio
$24K – – –
MG
3480
MilWealth Group
Wisconsin
$23.6K – – –
WIA
3481
Wealthstreet Investment Advisors
Texas
$23K – – –
RG
3482
Retirement Group
California
$23K +$2.81K +19 +13%
HWM
3483
HighMark Wealth Management
Minnesota
$21K +$148 +1 +0.6%
CM
3484
Cornerstone Management
Georgia
$21K – – –
MWC
3485
MBM Wealth Consultants
Missouri
$20K -$6.64K -45 -23%
MBFW
3486
Morton Brown Family Wealth
Pennsylvania
$20K +$22.1K +150 New
HFS
3487
HBC Financial Services
Washington
$18K – – –
SFCL
3488
Strengthening Families & Communities LLC
Massachusetts
$18K – – –
JMF
3489
Johnson Midwest Financial
Iowa
$17K +$4.58K +31 +33%
CTC (Chicago Trading Company)
3490
CTC (Chicago Trading Company)
Illinois
$16.2K +$17.6K +119 New
CIR
3491
Clear Investment Research
Georgia
$16K +$9.3K +63 +119%
NWM
3492
Navigation Wealth Management
Colorado
$15K – – –
LWA
3493
Lowe Wealth Advisors
Maryland
$14K -$9.6K -65 -39%
SL
3494
Savior LLC
Massachusetts
$14K -$148 -1 -1%
EA
3495
Emerald Advisers
Pennsylvania
$14K – – –
RCC
3496
Red Cedar Capital
Nebraska
$14K – – –
IFS
3497
Intelligent Financial Strategies
Minnesota
$14K +$148 +1 +1%
EW
3498
Emerson Wealth
Michigan
$14K +$15.1K +102 New
CAM
3499
ClariVest Asset Management
California
$13K -$1.03K -7 -7%
AWM
3500
Activest Wealth Management
Florida
$13K +$10.9K +74 +370%