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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
3501
SP Asset Management
California
$925K +$13.8K +54 +2%
LWM
3502
LeConte Wealth Management
Tennessee
$925K +$334K +1,307 +69%
LFG
3503
Lockerman Financial Group
California
$919K -$5.87K -23 -0.7%
CTWM
3504
Cherry Tree Wealth Management
Minnesota
$917K -$19.9K -78 -2%
CA
3505
Clune & Associates
Illinois
$917K +$136K +532 +20%
YIH
3506
Y-Intercept (HK)
Hong Kong
$916K +$247K +968 +44%
IIM
3507
Ironwood Investment Management
Massachusetts
$914K – – –
MJRIC
3508
Mogy Joel R Investment Counsel
California
$914K – – –
RA
3509
Riversedge Advisors
Delaware
$913K +$61K +239 +8%
HF
3510
Holcombe Financial
Georgia
$912K – – –
PIM
3511
Pullen Investment Management
Florida
$911K -$4.85K -19 -0.6%
AWA
3512
Arbor Wealth Advisors
Michigan
$910K -$3.83K -15 -0.5%
TCOO
3513
Trust Company of Oklahoma
Oklahoma
$910K +$191K +749 +31%
JLBC
3514
J.L. Bainbridge & Co
Florida
$910K -$510 -2 -0.1%
BFS
3515
Burkett Financial Services
South Carolina
$909K -$8.42K -33 -1%
HIA
3516
HTG Investment Advisors
Connecticut
$907K -$30.1K -118 -4%
RA
3517
Ruggaard & Associates
Ohio
$905K -$24.2K -95 -3%
EGWAG
3518
Elwood & Goetz Wealth Advisory Group
Georgia
$902K +$163K +638 +26%
CWA
3519
Clearview Wealth Advisors
Oregon
$900K +$255 +1 +0%
Cohen & Steers
3520
Cohen & Steers
New York
$899K -$230K -900 -23%
CFG
3521
Copley Financial Group
California
$899K -$45.4K -178 -5%
KPWG
3522
KFA Private Wealth Group
Virginia
$898K +$64.6K +253 +9%
MF
3523
Meridian Financial
Massachusetts
$897K – – –
TCM
3524
TruNorth Capital Management
Michigan
$897K -$144K -564 -15%
WCM
3525
Washburn Capital Management
Florida
$897K +$139K +545 +21%