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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
3501
Cherry Tree Wealth Management
Minnesota
$917K -$19.9K -78 -2%
CA
3502
Clune & Associates
Illinois
$917K +$136K +532 +20%
YIH
3503
Y-Intercept (HK)
Hong Kong
$916K +$247K +968 +44%
IIM
3504
Ironwood Investment Management
Massachusetts
$914K
MJRIC
3505
Mogy Joel R Investment Counsel
California
$914K
RA
3506
Riversedge Advisors
Delaware
$913K +$61K +239 +8%
HF
3507
Holcombe Financial
Georgia
$912K
PIM
3508
Pullen Investment Management
Florida
$911K -$4.85K -19 -0.6%
AWA
3509
Arbor Wealth Advisors
Michigan
$910K -$3.83K -15 -0.5%
TCOO
3510
Trust Company of Oklahoma
Oklahoma
$910K +$191K +749 +31%
JLBC
3511
J.L. Bainbridge & Co
Florida
$910K -$510 -2 -0.1%
BFS
3512
Burkett Financial Services
South Carolina
$909K -$8.42K -33 -1%
HIA
3513
HTG Investment Advisors
Connecticut
$907K -$30.1K -118 -4%
RA
3514
Ruggaard & Associates
Ohio
$905K -$24.2K -95 -3%
EGWAG
3515
Elwood & Goetz Wealth Advisory Group
Georgia
$902K +$163K +638 +26%
CWA
3516
Clearview Wealth Advisors
Oregon
$900K +$255 +1 +0%
Cohen & Steers
3517
Cohen & Steers
New York
$899K -$230K -900 -23%
CFG
3518
Copley Financial Group
California
$899K -$45.4K -178 -5%
KPWG
3519
KFA Private Wealth Group
Virginia
$898K +$64.6K +253 +9%
MF
3520
Meridian Financial
Massachusetts
$897K
TCM
3521
TruNorth Capital Management
Michigan
$897K -$144K -564 -15%
WCM
3522
Washburn Capital Management
Florida
$897K +$139K +545 +21%
VEA
3523
Virtus ETF Advisers
New York
$897K +$218K +856 +38%
AF
3524
Atala Financial
California
$895K
TC
3525
Tacita Capital
Ontario, Canada
$895K +$148K +580 +23%