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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
WAOI
3501
Wealth Advisors of Iowa
Iowa
$1M -$7.14K -24 -0.8%
RG
3502
Renaissance Group
Kentucky
$1M -$168K -565 -15%
SCA
3503
Strathmore Capital Advisors
North Carolina
$1M +$68.4K +230 +8%
CP
3504
Creekside Partners
California
$1M -$27.4K -92 -3%
IIM
3505
Ironwood Investment Management
Massachusetts
$995K – – –
OAS
3506
Optivise Advisory Services
Tennessee
$994K +$301K +1,012 +47%
HF
3507
Holcombe Financial
Georgia
$993K – – –
PIM
3508
Pullen Investment Management
Florida
$992K +$595 +2 +0.1%
TCM
3509
TruNorth Capital Management
Michigan
$992K +$14.9K +50 +2%
EFG
3510
Ehrlich Financial Group
California
$990K -$52.6K -177 -5%
LFG
3511
Lockerman Financial Group
California
$990K -$9.81K -33 -1%
FCT
3512
First Community Trust
Iowa
$987K -$48.2K -162 -5%
NP
3513
Ninepoint Partners
Ontario, Canada
$986K -$244K -820 -21%
TC
3514
Tacita Capital
Ontario, Canada
$985K +$10.7K +36 +1%
MPW
3515
Magnolia Private Wealth
Pennsylvania
$985K +$14K +47 +2%
Oberweis Asset Management
3516
Oberweis Asset Management
Illinois
$984K -$97.8K -329 -10%
AWA
3517
Arbor Wealth Advisors
Michigan
$983K -$6.54K -22 -0.7%
FI
3518
Financial Insights
Washington
$980K +$101K +339 +12%
MJRIC
3519
Mogy Joel R Investment Counsel
California
$978K -$14.9K -50 -2%
Cohen & Steers
3520
Cohen & Steers
New York
$978K – – –
BCMLT
3521
Beacon Capital Management LLC (Tennessee)
Tennessee
$977K +$35.1K +118 +4%
SWM
3522
SilverOak Wealth Management
Minnesota
$977K -$142K -479 -13%
MF
3523
Meridian Financial
Massachusetts
$976K – – –
AF
3524
Atala Financial
California
$974K – – –
PPC
3525
Pennington Partners & Co
Maryland
$973K +$11.3K +38 +1%