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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
3501
Copley Financial Group
California
$753K -$8.38K -36 -1%
SAM
3502
Shikiar Asset Management
New York
$753K
OWA
3503
Opal Wealth Advisors
New York
$752K +$233 +1 +0%
BFS
3504
Burkett Financial Services
South Carolina
$751K -$74.8K -321 -9%
WFS
3505
WealthGarden F.S.
California
$751K +$2.1K +9 +0.3%
ACA
3506
Ackerman Capital Advisors
Texas
$750K
AWM
3507
Allen Wealth Management
North Carolina
$748K -$2.33K -10 -0.3%
LAM
3508
Lakewood Asset Management
Illinois
$747K
SAM
3509
SP Asset Management
California
$747K +$2.56K +11 +0.4%
Cohen & Steers
3510
Cohen & Steers
New York
$747K +$36.8K +158 +5%
MF
3511
Meridian Financial
Massachusetts
$746K -$134K -575 -16%
CFG
3512
Clayton Financial Group
Missouri
$745K +$36.1K +155 +5%
RC
3513
Rovin Capital
Arizona
$745K +$4.19K +18 +0.6%
WIM
3514
Warwick Investment Management
Texas
$744K -$7.22K -31 -1%
HA
3515
HC Advisors
Georgia
$744K +$122K +522 +20%
NFC
3516
Northstar Financial Companies
Pennsylvania
$743K +$722K +3,099 New
WAOI
3517
Wealth Advisors of Iowa
Iowa
$743K +$53.8K +231 +8%
AF
3518
Atala Financial
California
$742K +$721K +3,097 New
JLBC
3519
J.L. Bainbridge & Co
Florida
$742K +$10.2K +44 +1%
BAM
3520
Broyhill Asset Management
North Carolina
$742K +$721K +3,094 New
KWM
3521
KFG Wealth Management
Indiana
$741K +$66.8K +287 +10%
VWA
3522
VSM Wealth Advisory
Maryland
$740K +$719K +3,087 New
PCMC
3523
Paragon Capital Management (Colorado)
Colorado
$740K -$136K -584 -16%
NA
3524
Nottingham Advisors
New York
$740K -$117K -501 -14%
SLA
3525
Silver Lake Advisory
Utah
$739K +$3.49K +15 +0.5%